-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：CPT公佈2026年第一季每股FFO為1.70美元，與市場預期一致；總營收為3.89億美元，年減1.0%，也符合預期。同店現金淨營業收入較去年同期下降0.7%，營收成長0.2%，支出成長1.9%，反映陽光地帶市場新增供應帶來的價格壓力。管理層預計2026年定價能力將低於平均水平，因為綜合租賃價差從上年的+0.1%惡化至-1.4%，新租賃價差也從-3.1%惡化至-5.2%。管理層預計2026年全年同店淨營業收入成長率為-2.50%至+1.50%，意即可能出現負成長。表現最疲軟的市場包括亞特蘭大（淨營業收入下降7.4%）、納許維爾（下降7.1%）和休士頓（下降3.7%），而佛羅裡達州東南部（成長4.8%）表現最為強勁。 CPT的總負債為39億美元，可用流動資金為8.82億美元，但現金儲備仍較低，僅4,100萬美元。我們認為供應壓力將持續到2026年，這將限制租金成長潛力。
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