From Zacks Investment Research: 2025-06-03 10:44:00

Camden Property Trust (CPT) is positioned well to benefit from renter demand and demographic trends, with a focus on technology and strong development pipeline. However, risks include competition, supply issues, and high debt burden. Q1 2025 results exceeded expectations, with higher revenues and occupancy reported. Camden targets high-growth markets with quality residents and diverse urban-suburban portfolio mix. The company leverages technology for operational efficiency and margin expansion. Analysts are optimistic about CPT’s future, with a slight increase in FFO estimates. Despite challenges, Camden remains a strong player in the REIT sector.

Challenges for Camden include elevated supply in certain markets, competition from other housing options, and high interest rates affecting borrowing costs. The company’s substantial debt burden is a concern, with total debt at $3.74 billion as of March 31, 2025. Better-ranked REIT stocks include VICI Properties (VICI) and W.P. Carey (WPC), both carrying a Zacks Rank #2 (Buy). VICI’s 2025 FFO estimate has been raised, while W.P. Carey’s current-year FFO estimate has also slightly increased. Earnings mentioned in this summary refer to funds from operations (FFO).



Read more at Zacks Investment Research: Is it Wise to Retain Camden Property Stock in Your Portfolio for Now? – June 3, 2025