olivLaw · US equity research
UDR, Inc. UDR
Real Estate Investment Trusts · SIC 6798 · Vertical: Real Estate Investment Trusts (SIC 6798)
UDR is a self-administered REIT that owns, operates and develops multifamily apartment communities in targeted US markets. The company reported a consolidated portfolio of 55240 apartment homes at the end of 2025, and in 2026 raised its guidance after announcing a strategic partnership with Apollo worth 2.0 billion USD.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 02 Nov 2026, UDR, Inc. (UDR) stock was 35.91 USD (+1.10% on the day), with market capitalisation 11.7 bn USD, P/E 24.3 on diluted EPS of 1.48 USD over the last 12 months, dividend yield 4.80%, beta 0.50, 52-week range 33.27–41.24 USD. Latest reported quarter (Q1 2026): revenue of 425.8 m USD (+0.9% YoY), net income of 189.8 m USD (+147.4% YoY), diluted EPS 0.57 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
Loading chart…
Technical reading
- RSI (14)
- 59.9
- strong (55–70)
- Bollinger (20, 2)
- 32.95 – 36.41
- in the upper half of the band · %B 0.86 · band width 10.0%
- SMA 50 / 200
- 35.03 / 36.80
- mixed trend
- MACD (12, 26, 9)
- 0.27 / 0.09
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +7.9% | −2.3% | +10.3 pp | — |
| 3 months | −7.2% | −0.8% | −6.4 pp | — |
| 6 months | −1.2% | +4.7% | −6.0 pp | — |
| Year to date | −2.1% | +10.2% | −12.3 pp | — |
| 1 year | +6.6% | +10.3% | −3.7 pp | +0.8% |
| 3 years | +7.9% | +73.0% | −65.1 pp | +14.2% |
| 5 years | −34.9% | +61.8% | −96.7 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q1 2026 · 31 Mar 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 415.3 m | 420.2 m | 422.7 m | 421.9 m | 425.4 m | 431.9 m | 433.1 m | 425.8 m |
| SG&A | 9.0 m | 9.6 m | — | 9.5 m | 10.0 m | 10.5 m | — | — |
| Operating income | 68.7 m | 69.9 m | 66.3 m | 122.2 m | 77.4 m | 76.4 m | 277.7 m | 229.8 m |
| Depreciation & amortisation | 4.7 m | 4.0 m | 171.8 m | 168.5 m | 7.4 m | 7.0 m | 168.1 m | 164.6 m |
| Interest expense | 47.8 m | 50.2 m | 49.6 m | 47.7 m | 48.7 m | 50.6 m | 49.7 m | 48.6 m |
| Pre-tax income | 31.4 m | 23.9 m | -5.2 m | 82.2 m | 40.5 m | 43.5 m | 238.3 m | 203.4 m |
| Income tax | 386.0 k | -156.0 k | 312.0 k | 158.0 k | 258.0 k | 382.0 k | 37.0 k | 455.0 k |
| Net income | 28.9 m | 22.6 m | -5.0 m | 76.7 m | 37.7 m | 40.4 m | 222.9 m | 189.8 m |
| Diluted EPS | 0.08 | 0.06 | -0.02 ≈ | 0.23 | 0.11 | 0.12 | 0.68 ≈ | 0.57 |
| Operating cash flow | 238.5 m ≈ | 230.3 m ≈ | 240.5 m | 156.2 m | 250.3 m ≈ | 234.9 m ≈ | 261.4 m | 128.7 m |
| Dividends paid | 140.0 m ≈ | 140.1 m ≈ | 140.2 m | 140.7 m | 142.4 m ≈ | 142.5 m ≈ | 142.2 m | 141.3 m |
| Share repurchases | — | — | — | — | — | 25.0 m | 92.8 m | 100.0 m |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 3 percentile of its own 38-quarter history (min 22.9, median 80.5, max 980.2; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.0 bn | 1.2 bn | 1.2 bn | 1.3 bn | 1.5 bn | 1.6 bn | 1.7 bn | 1.7 bn |
| Revenue YoY | +5.1% | +10.1% | +7.7% | +4.0% | +17.6% | +7.3% | +2.7% | +2.4% |
| Net income | 203.1 m | 185.0 m | 64.3 m | 150.0 m | 86.9 m | 444.4 m | 89.6 m | 377.7 m |
| Net income YoY | +67.1% | −8.9% | −65.3% | +133.4% | −42.1% | +411.2% | −79.8% | +321.6% |
| Diluted EPS | 0.74 | 0.63 | 0.20 | 0.48 | 0.26 | 1.34 | 0.26 | 1.13 |
| Diluted EPS YoY | +68.2% | −14.9% | −68.3% | +140.0% | −45.8% | +415.4% | −80.6% | +334.6% |
| net % | 19.4% | 16.1% | 5.2% | 11.6% | 5.7% | 27.3% | 5.4% | 22.1% |
| Free cash flow | 555.8 m | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
Reported results vs expectations
Loading…
Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 1.2 m USD
- Financial debt
- 5.8 bn USD
- Net debt
- 5.8 bn USD
- Equity
- 3.3 bn USD
- Total assets
- 10.6 bn USD
- Debt / equity
- 1.77x
- Current ratio
- unavailable
- ROE
- 11.2%
- ROA
- 3.5%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 1.2 bn | 1.3 bn | 1.5 bn | 1.6 bn | 1.7 bn | 1.7 bn | SEC (XBRL)· 17 Feb 2026verified |
| Operating income | 249.1 m | 268.0 m | 250.8 m | 635.0 m | 284.6 m | 553.6 m | SEC (XBRL)· 17 Feb 2026verified |
| Depreciation & amortisation | 618.6 m | 619.8 m | 679.6 m | 691.8 m | 695.5 m | 680.0 m | SEC (XBRL)· 17 Feb 2026verified |
| EBITDA | 867.7 m ≈ | 887.8 m ≈ | 930.4 m ≈ | 1.3 bn ≈ | 980.0 m ≈ | 1.2 bn ≈ | SEC (XBRL)· 17 Feb 2026derived |
| Interest expense | 202.7 m | 186.3 m | 155.9 m | 180.9 m | 195.7 m | 196.6 m | SEC (XBRL)· 17 Feb 2026verified |
| Pre-tax income | 71.5 m | 162.4 m | 92.9 m | 476.6 m | 96.8 m | 404.6 m | SEC (XBRL)· 17 Feb 2026verified |
| Income tax | 2.5 m | 1.4 m | 349.0 k | 2.1 m | 879.0 k | 835.0 k | SEC (XBRL)· 17 Feb 2026verified |
| Net income | 64.3 m | 150.0 m | 86.9 m | 444.4 m | 89.6 m | 377.7 m | SEC (XBRL)· 17 Feb 2026verified |
| Diluted EPS | 0.20 | 0.48 | 0.26 | 1.34 | 0.26 | 1.13 | SEC (XBRL)· 17 Feb 2026verified |
| Weighted average diluted shares | 294.9 m | 301.7 m | 322.7 m | 329.1 m | 330.1 m | 331.1 m | SEC (XBRL)· 17 Feb 2026verified |
| Dividend per share | 1.44 | 1.45 | 1.52 | 1.68 | 1.70 | 1.72 | SEC (XBRL)· 17 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 1.4 m | 967.0 k | 1.2 m | 2.9 m | 1.3 m | 1.2 m | SEC (XBRL)· 17 Feb 2026verified |
| Intangibles (excl. goodwill) | 37.4 m | 62.7 m | 40.3 m | 45.9 m | 31.0 m | 21.6 m | SEC (XBRL)· 17 Feb 2026verified |
| Total assets | 9.6 bn | 10.8 bn | 11.0 bn | 11.4 bn | 10.9 bn | 10.6 bn | SEC (XBRL)· 17 Feb 2026verified |
| Long-term debt | 5.0 bn | 5.4 bn | 5.5 bn | 5.8 bn | 5.8 bn | 5.8 bn | SEC (XBRL)· 17 Feb 2026verified |
| Total liabilities | 5.5 bn | 6.0 bn | 6.1 bn | 6.4 bn | 6.4 bn | 6.5 bn | SEC (XBRL)· 17 Feb 2026verified |
| Equity | 3.3 bn | 3.5 bn | 4.1 bn | 4.0 bn | 3.4 bn | 3.3 bn | SEC (XBRL)· 17 Feb 2026verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 604.3 m | 664.0 m | 820.1 m | 832.7 m | 876.8 m | 902.9 m | SEC (XBRL)· 17 Feb 2026verified |
| Investing cash flow | -460.8 m | -1.3 bn | -929.5 m | -289.1 m | -276.4 m | -151.0 m | SEC (XBRL)· 17 Feb 2026verified |
| Financing cash flow | -152.6 m | 612.5 m | 111.2 m | -538.9 m | -599.9 m | -750.4 m | SEC (XBRL)· 17 Feb 2026verified |
| Dividends paid | 419.4 m | 433.8 m | 483.6 m | 539.9 m | 558.5 m | 567.9 m | SEC (XBRL)· 17 Feb 2026verified |
| Share repurchases | 19.8 m | — | 49.0 m | 25.0 m | — | 117.8 m | SEC (XBRL)· 17 Feb 2026verified |
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Market and valuation
9 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 51 / 100
A scoring methodology on indicators and valuation, not investment advice.
(margin_of_safety <= -0.25 & agreement in ['high', 'medium'])
Closing price
02 Nov 2026Source: olivLaw, closing series
Market cap: 11.7 bn USD
Key indicators
Coverage and freshness
Score by group
- Returns49
- Quality76
- Growth41
- Valuation41
- Balance sheet52
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 9.59 – 30.40 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- Net asset value (NAV)unavailable · input data missing
- Dividend discount (DDM)22.60 – 30.40 (Mid 25.93)
- Peers: P/B9.59 – 29.34 (Mid 21.65)29 companies used · median multiple 2.1x · quartiles 0.9x – 2.9xADC, ARR, BRX, CBL, CFTR-PA, CTO, CUBE, DLR, ESS, EXR, FBRT, HST, IHT, JBGS, KIM, LXP, MAC, NHI, NXRT, O, ONL, PLD, PMT, PSA, SQFT, VICI, VMRK, VTR, WELL
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Unattractive profile · Score 51/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROE · Quality | 14.8% | 82 (vs peers) | 7% |
| EBITDA margin · Quality | 58.7% | 72 (on a fixed band) | 9% |
| Revenue CAGR 3Y · Growth | 4.1% | 41 (on a fixed band) | 9% |
| Net debt / EBITDA · Balance sheet | 5.6x | 33 (vs peers) | 15% |
| Interest coverage · Balance sheet | 3.3x | 74 (on a fixed band) | 13% |
| P/B · Valuation | 3.6x | 29 (vs peers) | 20% |
| P/E (TTM) · Valuation | 24.3x | 68 (vs peers) | 9% |
| Dividend yield · Returns | 4.8% | 62 (vs peers) | 15% |
| Payout ratio (EPS) · Returns | 116.9% | 4 (on a fixed band) | 4% |
Score groups
- Balance sheet52/100 · 2/2 factors with a value
- Growth41/100 · 1/1 factors with a value
- Quality76/100 · 2/2 factors with a value
- Returns49/100 · 2/2 factors with a value
- Valuation41/100 · 2/2 factors with a value
Memo
UDR, Inc. (UDR). Latest full fiscal year: 2025; data up to 2026-03-31.
Figures computed from the financial statements: revenue 1.7 bn USD in 2025; YoY growth 2.4%; net margin 28.6%; ROE 14.8%; net debt/EBITDA 5.6x.
The estimated value range is 16.10–29.87 USD per share (median of 2 methods, agreement: high); assumptions are illustrative. Against the central value of 23.79 USD, the price of 35.91 USD leaves a potential of -33.8% (value / price − 1) and a margin of safety of -51.0% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 51/100, methodological classification: unattractive profile (score, margin of safety and method agreement together; not a judgement of the right price). Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- ROE: 14.8%
- EBITDA margin: 58.7%
- Interest coverage: 3.3x
What contradicts it
- P/B: 3.6x
- Payout ratio (EPS): 116.9%
- The price is above the estimated value range
Versus the vertical median
Real Estate Investment Trusts (SIC 6798) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| WELLWelltower Inc. | 175.3 bn | 102.3 | 4.0% | 12.7% | +35.6% | +15% / +168% |
| PLDPrologis, Inc. | 120.9 bn | 32.7 | 7.1% | 42.5% | +7.2% | +1% / +13% |
| EQIXEquinix Inc | 98.4 bn | 59.7 | 11.5% | 16.4% | +5.4% | +32% / +22% |
| AMTAmerican Tower Corporation | 87.3 bn | 26.4 | 90.6% | 30.7% | +5.1% | +4% / −10% |
| PSAPublic Storage | 62.3 bn | 33.9 | 16.0% | 37.8% | +2.7% | +21% / +29% |
| DLRDigital Realty Trust, Inc. | 61.8 bn | 45.9 | 6.2% | 21.7% | +10.0% | +10% / +27% |
| ORealty Income Corporation | 54.5 bn | 42.0 | 3.3% | 21.5% | +9.1% | −0% / +7% |
| VTRVentas, Inc. | 45.9 bn | 163.1 | 1.9% | 4.0% | +18.5% | +8% / +89% |
| CCICrown Castle Inc. | 37.0 bn | 44.2 | — | 20.7% | −4.4% | −5% / −26% |
| IRMIron Mountain Inc | 34.3 bn | 81.6 | — | 5.7% | +12.2% | +33% / +80% |
| EXRExtra Space Storage Inc. | 32.6 bn | 31.7 | 7.9% | 29.9% | +3.7% | +17% / +20% |
| VICIVICI Properties Inc. | 27.5 bn | 11.5 | 8.3% | 56.5% | +4.1% | −13% / −16% |
| VMRKVivmark Residential | 23.3 bn | 27.2 | 8.1% | — | +4.8% | +1% / +9% |
| SBACSba Communications Corporation | 19.6 bn | 19.9 | — | 34.5% | +5.1% | −5% / −25% |
| HSTHost Hotels & Resorts, Inc. | 17.5 bn | 17.1 | 15.8% | 16.5% | +7.6% | +45% / +46% |
| ESSEssex Property Trust, Inc. | 17.1 bn | 40.8 | 8.0% | 22.7% | +6.4% | +1% / +24% |
| KIMKimco Realty Corporation | 16.8 bn | 27.7 | 5.8% | 27.8% | +5.1% | +21% / +30% |
| ELSEquity Lifestyle Properties, Inc. | 11.8 bn | 29.8 | 23.1% | 25.6% | +0.3% | −4% / −15% |
| UDRUDR, Inc. | 11.7 bn | 24.3 | 14.8% | 28.6% | +2.4% | +7% / +8% |
| CUBECubesmart | 10.0 bn | 31.2 | 11.8% | 28.7% | +5.3% | +19% / +11% |
| BRXBrixmor Property Group Inc. | 9.1 bn | 21.5 | 14.2% | 30.0% | +6.7% | +13% / +37% |
| ADCAgree Realty Corporation | 8.9 bn | 35.0 | 3.8% | 29.8% | +16.4% | −9% / +16% |
| MACMacerich Co | 7.0 bn | — | -6.3% | -16.8% | +10.4% | +43% / +116% |
| OUTOUTFRONT Media Inc. | 5.7 bn | 22.9 | 39.7% | 12.7% | +0.0% | +37% / +157% |
| LXPLxp Industrial Trust | 3.6 bn | 31.1 | 5.9% | 34.3% | −2.3% | +29% / +56% |
1- and 3-year price returns: for UDR from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 21.64 Total return -36% · Per year -36% | 38.27 Total return 11% · Per year 11% | 57.66 Total return 66% · Per year 66% |
| 3 years | 20.84 Total return -32% · Per year -12% | 41.48 Total return 29% · Per year 9% | 68.64 Total return 108% · Per year 28% |
| 5 years | 20.07 Total return -28% · Per year -6% | 44.96 Total return 49% · Per year 8% | 81.72 Total return 159% · Per year 21% |
- Exit P/E± 10.37
- Net margin± 7.26
- Annual revenue growth± 5.98
- Annual dilution± 0.61
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 21 Oct 2026; since then the company filed 8-K (02 Nov 2026 · results).
In brief
UDR is a self-administered REIT that owns, operates and develops multifamily apartment communities in targeted US markets. The company reported a consolidated portfolio of 55240 apartment homes at the end of 2025, and in 2026 raised its guidance after announcing a strategic partnership with Apollo worth 2.0 billion USD 123.
SWOT
Strengths
- A geographically diversified portfolio with high occupancy and a broad base of A and B quality assets.
- Internal management and solid experience in acquisitions, developments and redevelopments.
- A long history of shareholder distributions and a refinanced capital structure with extended maturities.
Weaknesses
- High revenue concentration in a few markets leaves the company exposed to local economic shocks.
- Short-term apartment leases expose revenues to quick declines in rents.
- Development and redevelopment activity brings cost and timing risks.
Opportunities
- Partnerships with outside capital could fund growth without a sharp rise in debt.
- Markets with growing working-age populations and rental demand could support better returns.
- Recycling capital through asset sales and reinvestment could improve profitability.
Threats
- A recession or rising unemployment could reduce occupancy and rental revenues.
- Rent control legislation could limit the company's ability to raise rents.
- Higher financing costs and inflation could squeeze margins.
Risks
- Geographic concentrationhigh
If one of the dominant markets is hit by local economic conditions or regulation, the impact on results could be larger than for a diversified portfolio 1.
- Lease renewalsmedium
Short-term leases could lead to lower rents or lost residents if the market weakens 1.
- Inflation and costsmedium
Operating costs and interest expense can rise faster than rents, which could hurt financial results 1.
- Asset salesmedium
Difficulty selling communities or sale prices below expectations could limit financial flexibility 1.
- External partnershipslow
If joint venture partners do not perform as expected, the company's results could be affected 23.
Investment thesis
What would need to be true (bull case)
- The raised 2026 guidance and Same-Store revenue growth suggest demand for the company's homes remains solid 3.
- The Apollo partnership and expanded LaSalle joint venture could ease capital pressure and support growth 3.
- High occupancy and active portfolio rotation could strengthen long-term returns if these trends hold 23.
What would break the thesis
What to watch
- Final Q3 2026 results and any revision to FFOA guidanceQ3 2026
- Completion of the Apollo partnership and its effect on the portfolio2026
- Trends in Same-Store occupancy and effective rent growthQ1 2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 21 Oct 2026; since then the company filed 8-K (02 Nov 2026 · results).
The business
UDR, Inc. is a self-administered real estate investment trust focused on multifamily residential properties in the United States. Its consolidated portfolio included 165 communities in 21 markets at 31 December 2025 1. The company aims to maximize economic returns from its communities and deliver the greatest possible total return to stockholders 1.
The strategy combines selective acquisitions and dispositions, development and redevelopment, and a debt and preferred equity program that was run down in 2026 23. The company remains focused on markets with strong income growth and high rental demand 1.
Segments
Market context
The US multifamily rental market is sensitive to new supply, occupancy and the overall economy, factors that can influence the company's revenues and asset values 1. High geographic concentration means 74.5% of 2025 NOI came from eight markets, including Metropolitan D.C. and Boston 1.
Same-Store occupancy stayed at 96.6% in the first half of 2026, suggesting stable demand 2. The raised guidance could reflect more favorable market conditions if current trends hold 3.
Trends
- Rent growth and occupancytailwind
Effective rent growth and high occupancy supported Same-Store revenues in 2026, with new and renewal lease rate growth reported for the third quarter 3. If this continues it could support revenues and distributions.
- Partnerships with outside capitalmixed
The announced 2.0 billion USD partnership with Apollo and the expanded LaSalle joint venture point to a shift away from direct exposure through joint ventures 3. These structures could lower the need for equity capital but may also dilute earnings.
- Operating costsheadwind
Same-Store expense growth has been moderate, but staffing and maintenance costs could pressure margins if inflation persists 13. The expense guidance was trimmed slightly lower in 2026 3.
- Portfolio repositioningmixed
Asset sales and acquisitions in 2026, including the exit from certain preferred equity investments, reflect a rotation toward assets seen as more valuable 23. The longer-term effect depends on returns from reinvestment.
Competitive position
UDR's communities compete with other apartments, condominiums and single-family rentals, as well as owner-occupied homes 1. Competition for acquisitions comes from pension funds, investment companies and other public and private REITs 1.
In markets where the company has a large presence, new housing supply can limit its ability to hold rents and occupancy 1. These pressures are sharpest in areas with significant new supply 1.
- Equity ResidentialEQR
Another multifamily residential REIT present in urban markets such as Boston and Metropolitan D.C., named as a type of competitor in the company's filings.
- AvalonBay CommunitiesAVB
A multifamily residential REIT competing for assets and residents in coastal and metropolitan markets similar to those where UDR operates.
- Institutional investors and pension funds
The company names pension and investment funds as rivals for property acquisitions and developments.
- Single-family rental home owners
Single-family rentals are another competing source of housing for the company's residents.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Current report02 Nov 2026Results of operations · Financial statements and exhibits
- Current report21 Oct 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report09 Sept 2026Regulation FD disclosure · Financial statements and exhibits
- Quarterly report28 Jul 2026
- Current report27 Jul 2026Results of operations · Financial statements and exhibits
- Current report29 May 2026Regulation FD disclosure · Financial statements and exhibits
- Current report27 May 2026Shareholder vote
- Current report04 May 2026Other events · Financial statements and exhibits
- Quarterly report30 Apr 2026
- Current report29 Apr 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / UDR, Inc. · 17 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / UDR, Inc. · 28 Jul 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / UDR, Inc. · 21 Oct 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.