olivLaw · US equity research
Urban Edge Properties UE
Real Estate · SIC 6500 · Vertical: Real Estate (SIC 6500)
Urban Edge Properties (NYSE: UE) is a REIT that owns and manages retail centers concentrated in the Washington D.C. to Boston corridor, with consolidated occupancy of 96.5% at June 30, 2026. Rising occupancy and active capital recycling led the company to raise its 2026 FFO as Adjusted guidance in August 2026.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 05 Nov 2026, Urban Edge Properties (UE) stock was 20.83 USD (−1.33% on the day), with market capitalisation 2.6 bn USD, P/E 24.3 on diluted EPS of 0.86 USD over the last 12 months, dividend yield 3.74%, beta 0.51, 52-week range 18.50–23.92 USD. Latest reported quarter (Q1 2026): revenue of 132.6 m USD (+12.2% YoY), net income of 22.6 m USD (+176.2% YoY), diluted EPS 0.18 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 63.3
- strong (55–70)
- Bollinger (20, 2)
- 18.45 – 20.89
- in the upper half of the band · %B 0.98 · band width 12.4%
- SMA 50 / 200
- 20.05 / 21.20
- mixed trend
- MACD (12, 26, 9)
- 0.19 / -0.05
- 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 | +6.3% | −1.1% | +7.4 pp | — |
| 3 months | −3.3% | −0.5% | −2.8 pp | — |
| 6 months | −5.4% | +4.4% | −9.8 pp | — |
| Year to date | +8.5% | +12.3% | −3.8 pp | — |
| 1 year | +10.6% | +13.5% | −3.0 pp | −14.2% |
| 3 years | +24.8% | +76.4% | −51.6 pp | −7.7% |
| 5 years | +7.7% | +63.7% | −56.0 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 | 106.5 m | 112.4 m | 116.4 m | 118.2 m | 114.1 m | 120.1 m | 119.6 m | 132.6 m |
| Depreciation & amortisation | 39.7 m | 34.7 m | 34.9 m | 37.3 m | 32.6 m | 36.8 m | 28.4 m | 32.4 m |
| Interest expense | 21.9 m | 19.5 m | 18.4 m | 19.8 m | 18.3 m | 18.1 m | 18.3 m | 17.4 m |
| Pre-tax income | 32.6 m | 10.0 m | 32.2 m | 9.0 m | 61.4 m | 16.1 m | 13.5 m | 23.9 m |
| Income tax | 539.0 k | 518.0 k | 664.0 k | 619.0 k | 643.0 k | 600.0 k | 739.0 k | 378.0 k |
| Net income | 30.8 m | 9.1 m | 30.1 m | 8.2 m | 58.0 m | 14.9 m | 12.4 m | 22.6 m |
| Diluted EPS | 0.26 | 0.07 | 0.24 ≈ | 0.07 | 0.46 | 0.12 | 0.10 ≈ | 0.18 |
| Operating cash flow | 41.2 m ≈ | 36.6 m ≈ | 52.4 m | 32.6 m | 43.5 m ≈ | 55.7 m ≈ | 51.0 m | 39.1 m |
| Dividends paid | 20.2 m ≈ | 21.2 m ≈ | 21.3 m | 23.9 m | 23.9 m ≈ | 23.9 m ≈ | 23.9 m | 26.4 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 53 percentile of its own 38-quarter history (min 7.5, median 23.4, max 108.7; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 414.2 m | 387.6 m | 330.1 m | 425.1 m | 397.9 m | 416.9 m | 445.0 m | 471.9 m |
| Revenue YoY | +1.7% | −6.4% | −14.8% | +28.8% | −6.4% | +4.8% | +6.7% | +6.1% |
| Net income | 105.2 m | 109.5 m | 93.6 m | 102.7 m | 46.2 m | 248.5 m | 72.6 m | 93.5 m |
| Net income YoY | +56.8% | +4.2% | −14.5% | +9.7% | −55.0% | +438.2% | −70.8% | +28.9% |
| Diluted EPS | 0.92 | 0.91 | 0.79 | 0.88 | 0.39 | 2.11 | 0.60 | 0.74 |
| Diluted EPS YoY | +50.8% | −1.1% | −13.2% | +11.4% | −55.7% | +441.0% | −71.6% | +23.3% |
| net % | 25.4% | 28.3% | 28.4% | 24.2% | 11.6% | 59.6% | 16.3% | 19.8% |
| Free cash flow | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 48.9 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 1.4 bn USD
- Total assets
- 3.3 bn USD
- Debt / equity
- unavailable
- Current ratio
- unavailable
- ROE
- 6.8%
- ROA
- 2.8%
- 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 | 330.1 m | 425.1 m | 397.9 m | 416.9 m | 445.0 m | 471.9 m | SEC (XBRL)· 11 Feb 2026verified |
| Depreciation & amortisation | 97.8 m | 94.1 m | 100.8 m | 109.8 m | 151.0 m | 139.5 m | SEC (XBRL)· 11 Feb 2026verified |
| Interest expense | 71.0 m | 57.9 m | 59.0 m | 74.9 m | 81.6 m | 73.3 m | SEC (XBRL)· 11 Feb 2026verified |
| Pre-tax income | 58.8 m | 109.0 m | 50.2 m | 277.7 m | 77.8 m | 100.1 m | SEC (XBRL)· 11 Feb 2026verified |
| Income tax | -39.0 m | 1.1 m | 2.9 m | 17.8 m | 2.4 m | 2.6 m | SEC (XBRL)· 11 Feb 2026verified |
| Net income | 93.6 m | 102.7 m | 46.2 m | 248.5 m | 72.6 m | 93.5 m | SEC (XBRL)· 11 Feb 2026verified |
| Diluted EPS | 0.79 | 0.88 | 0.39 | 2.11 | 0.60 | 0.74 | SEC (XBRL)· 11 Feb 2026verified |
| Weighted average diluted shares | 117.9 m | 121.4 m | 121.6 m | 117.6 m | 121.4 m | 125.9 m | SEC (XBRL)· 11 Feb 2026verified |
| Dividend per share | 0.68 | 0.60 | 0.64 | 0.64 | 0.68 | 0.76 | SEC (XBRL)· 11 Feb 2026verified |
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 384.6 m | 164.5 m | 85.5 m | 101.1 m | 41.4 m | 48.9 m | SEC (XBRL)· 11 Feb 2026verified |
| Intangibles (excl. goodwill) | 56.2 m | 71.1 m | 62.9 m | 113.9 m | 109.8 m | 87.6 m | SEC (XBRL)· 11 Feb 2026verified |
| Total assets | 2.9 bn | 3.0 bn | 3.0 bn | 3.3 bn | 3.3 bn | 3.3 bn | SEC (XBRL)· 11 Feb 2026verified |
| Long-term debt | 1.6 bn | 1.7 bn | 1.7 bn | — | — | — | SEC (XBRL)· 14 Feb 2023verified |
| Total liabilities | 1.9 bn | 1.9 bn | 1.9 bn | 2.1 bn | 1.9 bn | 1.9 bn | SEC (XBRL)· 11 Feb 2026verified |
| Equity | 995.9 m | 1.0 bn | 1.0 bn | 1.2 bn | 1.4 bn | 1.4 bn | SEC (XBRL)· 11 Feb 2026verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 112.8 m | 135.3 m | 139.6 m | 163.0 m | 153.2 m | 182.7 m | SEC (XBRL)· 11 Feb 2026verified |
| Investing cash flow | -98.5 m | -311.2 m | -151.9 m | -117.7 m | -234.7 m | -75.6 m | SEC (XBRL)· 11 Feb 2026verified |
| Financing cash flow | -80.2 m | -23.5 m | -78.8 m | 161.0 k | -2.1 m | -118.9 m | SEC (XBRL)· 11 Feb 2026verified |
| Dividends paid | 26.6 m | 124.0 m | 75.1 m | 75.2 m | 82.9 m | 95.5 m | SEC (XBRL)· 11 Feb 2026verified |
| Share repurchases | 54.1 m | 0 | 0 | — | — | — | SEC (XBRL)· 14 Feb 2023verified |
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: 46 / 100
A scoring methodology on indicators and valuation, not investment advice.
(margin_of_safety <= -0.25 & agreement in ['high', 'medium'])
Closing price
05 Nov 2026Source: olivLaw, closing series
Market cap: 2.6 bn USD
Key indicators
Coverage and freshness
Score by group
- Returns48
- Growth58
- Valuation36
- Quality69
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: 4.83 – 17.15 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)9.99 – 13.43 (Mid 11.46)
- Peers: P/B4.83 – 17.15 (Mid 9.05)18 companies used · median multiple 0.8x · quartiles 0.4x – 1.6xAEI, AHRT, AIRE, BEEP, CHCI, CIGI, CMTG, CURB, CWK, FOR, FRPH, GTY, HPP, IIPR, LPA, OPI, TRC, TRNO
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 46/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROE · Quality | 7.9% | 69 (vs peers) | 10% |
| EBITDA margin · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | 5.8% | 58 (on a fixed band) | 14% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| P/B · Valuation | 1.9x | 28 (vs peers) | 31% |
| P/E (TTM) · Valuation | 24.3x | 53 (vs peers) | 14% |
| Dividend yield · Returns | 3.7% | 50 (vs peers) | 24% |
| Payout ratio (EPS) · Returns | 90.8% | 42 (on a fixed band) | 7% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partialunavailable · 0/2 factors with a value
- Growth58/100 · 1/1 factors with a value
- Quality· partial69/100 · 1/2 factors with a value
- Returns48/100 · 2/2 factors with a value
- Valuation36/100 · 2/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
URBAN EDGE PROPERTIES (UE). Latest full fiscal year: 2025; data up to 2026-03-31.
Figures computed from the financial statements: revenue 471.9 m USD in 2025; YoY growth 6.1%; net margin 22.2%; ROE 7.9%.
The estimated value range is 7.41–15.29 USD per share (median of 2 methods, agreement: high); assumptions are illustrative. Against the central value of 10.26 USD, the price of 20.83 USD leaves a potential of -50.8% (value / price − 1) and a margin of safety of -103.1% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 46/100, methodological classification: unattractive profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: balance, quality. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
What contradicts it
- P/B: 1.9x
- The price is above the estimated value range
Not assessed (insufficient data or a ratio without meaning): EBITDA margin, Net debt / EBITDA, Interest coverage.
Versus the vertical median
Real Estate (SIC 6500) · same industry (4-digit SIC) · compared with 31 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 | |
|---|---|---|---|---|---|---|
| CBRECbre Group, Inc. | 40.7 bn | 30.2 | 16.1% | 3.1% | +13.4% | −13% / +79% |
| VTMXVesta Real Estate Corporation, S.A.B. de C.V. | 32.6 bn | 131.1 | 9.1% | 85.4% | +12.2% | +18% / −3% |
| TRNOTerreno Realty Corporation | 7.4 bn | 20.0 | 8.3% | 68.1% | +24.5% | +7% / +17% |
| FSVFirstService Corporation | 7.0 bn | 48.5 | 14.9% | 3.5% | +5.4% | −2% / −2% |
| CIGIColliers International Group Inc. | 3.9 bn | 47.5 | 15.7% | 4.0% | +15.3% | −33% / −8% |
| CURBCurbline Properties Corp. | 3.6 bn | 122.8 | 1.3% | 11.2% | +51.3% | +23% / unavailable |
| CWKCushman & Wakefield Ltd. | 3.3 bn | 48.0 | 3.4% | 0.6% | +8.9% | −15% / +73% |
| UEUrban Edge Properties | 2.6 bn | 24.3 | 7.9% | 22.2% | +6.1% | +11% / +25% |
| GTYGetty Realty Corp. | 1.9 bn | 17.4 | 8.9% | 42.4% | +9.0% | +1% / −2% |
| IIPRInnovative Industrial Properties, Inc. | 1.5 bn | 12.3 | 7.6% | 53.2% | −13.8% | +12% / −32% |
| FORForestar Group Inc. | 1.2 bn | 7.3 | 9.6% | 9.9% | +10.1% | −4% / −20% |
| DUOFangdd Network Group Ltd. | 516.4 m | — | -17.9% | -23.9% | +9.2% | −70% / −96% |
| AHRTAh Realty Trust, Inc. | 482.1 m | — | -6.7% | -18.2% | +4.1% | −1% / −41% |
| HPPHudson Pacific Properties, Inc. | 475.2 m | — | -19.8% | -69.1% | −1.3% | −37% / −79% |
| TRCTejon Ranch Co. | 453.7 m | 73.6 | 1.3% | 10.6% | +18.4% | +3% / +6% |
| FRPHFrp Holdings, Inc. | 351.3 m | 1,988,413.4 | 0.0% | 0.2% | +2.6% | −21% / −34% |
| MLPMaui Land & Pineapple Co Inc | 287.0 m | — | -16.1% | -28.6% | +68.2% | −9% / −3% |
| OPIOffice Properties Income Trust | 283.0 m | — | -40.5% | -73.0% | −11.8% | unavailable / unavailable |
| CMTGClaros Mortgage Trust, Inc. | 241.3 m | — | -36.5% | -391.9% | −24.4% | −49% / −86% |
| CHCIComstock Holding Companies, Inc. | 154.4 m | 6.2 | 36.4% | 32.2% | +22.6% | +36% / +321% |
| BEEPMobile Infrastructure Corporation | 94.6 m | — | -16.1% | -67.2% | −5.2% | −27% / −57% |
| LPALogistic Properties of the Americas | 72.1 m | 6.9 | 4.3% | 20.9% | +14.3% | −33% / unavailable |
| OZBelpointe PREP, LLC | 45.1 m | — | — | -212.1% | +243.4% | −44% / −53% |
| AEIAlset Inc. | 19.4 m | — | -43.4% | -951.4% | −78.8% | −82% / −57% |
| CWDCalibercos Inc. | 4.3 m | — | — | -117.3% | −60.7% | −82% / −99% |
1- and 3-year price returns: for UE 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 | 12.45 Total return -37% · Per year -37% | 22.00 Total return 10% · Per year 10% | 33.13 Total return 64% · Per year 64% |
| 3 years | 12.42 Total return -31% · Per year -12% | 24.65 Total return 31% · Per year 9% | 40.70 Total return 111% · Per year 28% |
| 5 years | 12.38 Total return -26% · Per year -6% | 27.62 Total return 55% · Per year 9% | 50.01 Total return 170% · Per year 22% |
- Exit P/E± 6.16
- Net margin± 4.31
- Annual revenue growth± 3.50
- Annual dilution± 0.36
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 06 Aug 2026; since then the company filed 8-K (28 Oct 2026 · results), 10-Q (28 Oct 2026).
In brief
Urban Edge Properties (NYSE: UE) is a REIT that owns and manages retail centers concentrated in the Washington D.C. to Boston corridor, with consolidated occupancy of 96.5% at June 30, 2026 2. Rising occupancy and active capital recycling led the company to raise its 2026 FFO as Adjusted guidance in August 2026 3.
SWOT
Strengths
- A portfolio concentrated in affluent suburbs with high barriers to entry and rising occupancy supports demand for the company's space 12.
- A balance sheet with fixed-rate mortgage debt and high total liquidity gives flexibility for refinancing and acquisitions 23.
- Strong rent increases on new and renewed leases, plus signed leases not yet commenced, provide visibility on future revenue 13.
Weaknesses
- Geographic concentration in the New York metropolitan area makes results highly dependent on economic conditions there 1.
- A significant share of leases expires in the near term, and some vacant space at year-end 2025 was not yet leased 1.
- Dependence on a small number of large tenants means difficulties at any one of them could have a visible effect on revenue 1.
Opportunities
- Redeveloping underutilized space and unused land could add income at attractive yields across the existing portfolio 13.
- Capital recycling through acquisitions in target markets and sales of non-core assets could improve portfolio quality if deals close as announced 13.
- Lower benchmark interest rates could reduce refinancing costs if the trend continues over the coming quarters 1.
Threats
- Persistent inflation and high interest rates could reduce consumer spending and limit rent growth from new tenants and renewals 1.
- E-commerce growth could reduce tenants' store sales and percentage rents and weaken demand for physical space 1.
- Trade tariffs and supply chain disruption could raise development costs and pressure importing tenants 12.
Risks
- Dependence on the New York metropolitan areahigh
A large share of base rent comes from one metropolitan area, so weak local economic conditions could materially affect cash flow 1.
- Lease expirations and re-lettingmedium
A significant share of base rent expires within three years, and re-letting space on comparable terms is not assured, which could reduce revenue 1.
- Tenant bankruptcy or insolvencymedium
The failure of a major tenant could lead to lease rejections and lost revenue, and pre-bankruptcy amounts owed may not be fully recovered 1.
- Construction costs and inflationmedium
Rising material and labour costs could reduce the yields on redevelopment and development projects 12.
- Growth of e-commercelow
If the shift toward online sales accelerates, demand for physical space could fall, with negative effects on revenue and cash flow 1.
Investment thesis
What would need to be true (bull case)
- If occupancy stays high and signed leases take effect as announced, revenue growth could continue in a visible way for investors 23.
- A redevelopment program with high yields and capital recycling could add value to the portfolio if projects finish within the expected timelines 13.
- A balance sheet with fixed-rate mortgage debt and high liquidity could provide flexibility during periods of volatility in capital markets 23.
What would break the thesis
- Geographic concentration in the New York area could turn any local economic slowdown into a significant hit to the company's revenue 1.
- Inflation and high interest rates could limit rent growth and raise project costs, shrinking the margins the company expects 12.
- Expiry of a significant share of leases in the coming years could create periods of vacant space and lower rents on re-letting 1.
What to watch
- Closing of the Briarcliff Commons sale and use of the proceedsQ3 2026
- Rent commencement of signed leases worth about $22 million in annual gross rent2026
- Trend in leased occupancy and same-property NOI growth against the revised guidanceQ3 2026
- Results of the next quarterly report and any further update to 2026 guidancenext 10-K
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 06 Aug 2026; since then the company filed 8-K (28 Oct 2026 · results), 10-Q (28 Oct 2026).
The business
Urban Edge Properties is a Maryland REIT headquartered in New York that owns, manages, acquires, develops and redevelops retail real estate, primarily in the Washington D.C. to Boston corridor 1. At year-end 2025 its portfolio comprised 69 shopping centers, two outlet centers and two malls, with approximately 17.2 million square feet of gross leasable area and consolidated occupancy of 90.1% 1. At June 30, 2026 the portfolio had 70 shopping centers, two outlet centers and two malls, about 16.1 million square feet and consolidated occupancy of 96.5% 2. Revenue comes mainly from fixed and variable rents paid by tenants, and the company operates as a REIT 1.
Segments
Leasing of retail space
Most revenue comes from rents under existing leases, including base rent, expense recoveries and percentage rents tied to tenant sales 2. In fiscal 2025 the company signed 58 new leases covering 360,691 square feet and renewed or extended 104 leases, with average GAAP rent spreads of 53.4% on new leases and 12.5% on renewals 1.
Development and redevelopment
The company redevelops underutilized space, repositions anchors and monetizes unused land through new spaces and pad sites 1. At June 30, 2026 active development and redevelopment projects totaled $155.0 million, with an expected yield of about 12% 3.
Acquisitions and dispositions
Urban Edge buys assets in its target markets and sells non-core properties. In July 2026 it acquired The Shops at West Falls Church for a gross price of $40.4 million, and it is under contract to sell Briarcliff Commons in Morris Plains for a gross price of $60.5 million 3.
Market context
The company operates in densely populated, affluent urban suburbs where new supply is limited, which creates high barriers to entry 12. About 65% of annualized base rent comes from the New York metropolitan area, so local market conditions weigh heavily on results 1.
Tenant demand for space along the Washington D.C. to Boston corridor has stayed strong, while the Federal Reserve cut its target range for the federal funds rate by 75 basis points in 2025 to 3.50% to 3.75% 1. Lower borrowing costs could support refinancing and acquisitions, though elevated inflation could reduce consumer discretionary spending 1.
Trends
- E-commerceheadwind
Growth in online sales can reduce store footprints and percentage rents for tenants, and the company cannot predict with certainty how it will affect demand for its space 1.
- Demand for grocers and discounterstailwind
The company aims to attract essential tenants such as grocers, discounters and big-box operators, which could strengthen the appeal of its centers 1. The grocer-anchored West Falls Church acquisition reflects this focus 3.
- Inflation and interest ratesmixed
High inflation can raise construction and financing costs and limit tenants' ability to pay rent, although most leases pass through a share of operating expenses 12.
- Trade tariffsheadwind
Tariffs on imported goods can raise costs for tenants who sell imports and may weaken demand for the company's space if tenants cannot pass the costs to customers 1.
Competitive position
Competition in retail real estate is intense, with many public and private companies seeking the same tenants and shoppers, and rivals may offer lower rents or incentives to attract tenants 1. Urban Edge aims to differentiate itself through its locations in high-income suburbs and limited new construction that restricts competing supply 1.
- Other shopping center owners and developers
The filings refer generally to public and private retail real estate companies competing for tenants and shoppers without naming them.
- Mall and outlet operators in the region
Regional competitors for shoppers and tenants are not identified in the documents reviewed.
- Rival landlords competing for the same tenants
Tenants may be attracted by other owners offering lower rents or incentives, but no names are given in the sources.
- E-commerce platforms
The filings say e-commerce competes with tenants' physical stores rather than with the company directly.
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
- Quarterly report28 Oct 2026
- Current report28 Oct 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report06 Aug 2026
- Current report06 Aug 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Current report06 May 2026Shareholder vote
- Quarterly report29 Apr 2026
- Current report29 Apr 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Proxy statement24 Mar 2026
- Annual report11 Feb 2026
- Current report11 Feb 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Urban Edge Properties · 11 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Urban Edge Properties · 06 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Urban Edge Properties · 06 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.