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Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Curbline Properties
Curbline Properties (CURB) investor relations material
Curbline Properties Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary28 Apr, 2026
Executive summary
Portfolio consists of 190 convenience shopping centers totaling 5.0 million sq. ft. GLA, focused on affluent U.S. suburban markets, with a leased rate of 96.3% and occupancy of 94.1%.
Strategy centers on aggregating convenience retail assets in high-income suburban markets, leveraging a first-mover advantage as a public REIT.
Acquired 22 properties for $236.2 million through April 2026, with over $1.2 billion acquired since the October 2024 spin-off.
Same-property NOI grew 4.8% and total NOI rose 50.7% year-over-year, driven by acquisitions and organic growth.
Leasing spreads were strong: Q1 2026 new leases at 33.5%–56%, renewals at 5.9%–15%, with over 145,000 sq. ft. of new leases and renewals signed.
Financial highlights
Q1 2026 revenues were $58.0 million, up from $38.7 million year-over-year, with net operating income at $42.9 million and same-property NOI up 4.8%.
Net income attributable to shareholders was $3.6 million ($0.03 per diluted share), down from $10.6 million ($0.10 per diluted share) year-over-year, mainly due to higher interest and depreciation expenses.
Funds from Operations (FFO) rose to $29.2 million ($0.27 per share) and Operating FFO to $29.9 million ($0.28 per share), both up year-over-year.
CapEx as a percentage of NOI was 6.3% for Q1 2026 and 7.3% on a trailing 12-month basis.
Maintenance CapEx was $381,000 in Q1 2026; tenant allowances and landlord work totaled $1.87 million.
Outlook and guidance
2026 Operating FFO guidance raised to $1.20–$1.23 per share, with net income guidance at $0.29–$0.36 per share.
Full-year investment target increased to $850 million, with 90% of the pipeline closed, under contract, or awarded.
Same-property NOI growth expected to average above 3% from 2024–2026, with 2026 guidance of 2.0%–4.0%.
Second quarter expected to see a temporary deceleration in same-property NOI due to CapEx timing and uncollectible revenue comparison.
G&A for 2026 forecasted at ~$32 million, including shared services fees.
Deployment plan for the $676.9M capital pool
Explain the 40 bps sequential leased rate dip
Detail the $8.1M SNO pipeline NOI contribution
Role of 65+ demographic in future deal flow
Management value add versus net lease models
Current visibility on the $850M acquisition target
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Latest events from Curbline Properties
- Director elections, executive pay, and auditor ratification up for vote at the May 2026 meeting.CURB
Proxy filing24 Mar 2026 - Annual meeting covers director elections, executive pay, auditor ratification, and ESG progress.CURBProxy filing24 Mar 2026
- NOI, FFO, and net income surged in 2025, with 2026 guidance targeting 12% FFO growth.CURBQ4 20259 Feb 2026
- Q1 net income and FFO up on acquisitions and leasing; 2025 guidance raised.CURBQ1 202524 Dec 2025
- NOI up 30% year-over-year, 5.8% same-property growth, and strong liquidity support 2025 outlook.CURBQ4 202418 Dec 2025
- Virtual 2025 meeting to elect directors, ratify auditor, and review post-spin-off governance.CURBProxy Filing2 Dec 2025
- Virtual annual meeting to elect directors and ratify auditor set for May 7, 2025.CURBProxy Filing2 Dec 2025
- Net income and FFO surged on acquisitions, leasing, and strong liquidity.CURBQ2 202516 Nov 2025
- Q3 2025 saw 41.9% NOI growth, 96.7% occupancy, and $644M in acquisitions.CURBQ3 202529 Oct 2025
Next Curbline Properties earnings date
Q2 202627 Jul, 2026
Curbline Properties
Next Curbline Properties earnings date
Q2 202627 Jul, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
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Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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