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Analysis

Centerspace reports wider Q4 loss, provides 2026 outlook amid ongoing strategic review

$CSR February 18, 2026 2 min read
Alphastreet Vertex Pharma Q4 2025 Earnings Results
NYSE
$CSR · Earnings

Centerspace (NYSE: CSR) on Tuesday reported a wider net loss for the fourth quarter of 2025, even as its core operational metrics showed growth and the company continued its previously announced review of strategic alternatives.

Staff Correspondent · February 18, 2026

Centerspace (NYSE: CSR) on Tuesday reported a wider net loss for the fourth quarter of 2025, even as its core operational metrics showed growth and the company continued its previously announced review of strategic alternatives. The Minneapolis-based apartment owner reported a net loss available to common shareholders of $18.4 million, or $1.10 per diluted share, for the quarter ended Dec. 31, 2025. This compares to a net loss of $5.1 million, or $0.31 per share, in the same period a year earlier. Despite the wider bottom-line loss, Core Funds From Operations (Core FFO) a key performance measure for real estate investment trusts (REITs) rose to $1.25 per diluted share, up from $1.21 in the fourth quarter of 2024.

Centerspace saw same-store Net Operating Income (NOI) grow 4.8% year-over-year during the quarter. This growth was supported by a 1.0% increase in same-store revenues and a significant 5.1% reduction in same-store expenses. However, the company faced pressure on rental rates and occupancy:
• Weighted average occupancy for the same-store portfolio was 95.3%, down from 95.7% a year ago.
• New lease rate growth fell 4.8%, although this was partially offset by renewal lease rate growth of 3.9%.
• Blended lease rate growth remained nearly flat at 0.1%.

Operational Performance

Strategic Review and Portfolio Shifts

The company’s Board of Trustees is continuing a proactive review of strategic alternatives to maximize shareholder value, a process first announced in November 2025. Centerspace stated the review remains ongoing with no definitive timetable for completion.
Throughout the full year 2025, Centerspace aggressively reshaped its portfolio:
Acquisitions: The company purchased two apartment communities Sugarmont in Salt Lake City and Railway Flats in Colorado for a combined $281.2 million.
Dispositions: It sold 12 non-core apartment communities in Minnesota and one corporate office building for approximately $215.5 million.
Share Repurchases: Centerspace repurchased 62,973 shares at an average price of $54.86.

2026 Outlook

Looking ahead, Centerspace issued a 2026 financial outlook, forecasting Core FFO in the range of $4.81 to $5.05 per diluted share. The company expects a full-year net loss per share between $0.49 and $0.19. For its same-store portfolio in 2026, the company projects NOI growth between (0.50)% and 2.00%, driven by expected revenue growth of 0% to 1.75%.
The Board also declared a quarterly distribution of $0.77 per share, payable on April 14, 2026, to shareholders of record as of March 30.
At year-end, Centerspace maintained total liquidity of $267.9 million, including $255.1 million available on its lines of credit.

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Tags: #REIT