-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结了他们的观点如下： UDR公布的2026年第一季度调整后FFO为0.63美元，与预期相符；总租赁收入为4.25亿美元（同比增长0.7%）。由于同店收入增长0.9%，现金NOI同比下降0.8%，但持续的成本压力导致支出增速加快至4.4%。我们认为，在市场环境变化的情况下，多户住宅物业将保持稳定，受益于旺盛的需求、供应压力的缓解以及公寓相对于房屋所有权的相对可负担性。UDR预计2026年FFO为每股2.47美元至2.57美元，同店收入增长0.25%至2.25%，支出增长3.00%至4.50%，NOI下降1.00%至1.25%。第一季度入住率为96.6%，低于2025年第四季度的96.9%，管理层强调年度租户周转率有所改善。所有市场均开始环比趋于稳定，这可能预示着阳光地带市场租金价格面临的新增供应压力有所减轻。UDR的债务水平可控，未偿债务为57.2亿美元（91%为固定利率）。公司还拥有11亿美元的流动资金，包括现金和未提取的信贷额度。
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