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UDR, Inc.

UDR

Real Estate · 35.40 -2.0% today

Isolated · not yet confirmedMarket checked 9 Sept, 15:55 GMT-4

Market read

UDR, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Company-2.0% todayVolume comparison unavailable
Market group0 of 13 activeREIT - Residential · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • UDR's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if UDR's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Real Estate · REIT - Residential

No new filing conclusion is available. 0 of 13 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • UDR's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations600
Usable filing statements83
Verified relationships2
Evidence supporting the case
  • Latest annual revenue changed +36.6% year over year.
  • Operating margin changed +1451.3 percentage points in the latest annual period.
  • Net margin changed +2247.4 percentage points in the latest annual period.
  • Credit and interest rates has repeated favorable evidence across 4 filings.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position
  • EV/sales is 15604% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 9, 2026

35.40
6m-3.8%12m-8.6%24m-20.6%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$6.1M+20.4%$0.48+2.3%
2022-12-31$5.0M-17.7%$0.26+7.0%
2023-12-31$6.8M+36.3%$1.34+2.0%
2024-12-31$8.3M+21.5%$0.26+0.3%
2025-12-31$11.4M+36.6%$1.13+0.3%

What management says matters

Persistent and emerging business drivers

Credit and interest ratespositive · 4 filings
The credit agreement for these facilities (the “Credit Agreement”) allows the total commitments under the Revolving Credit Facility and the total borrowings under the Term Loan to be increased to an aggregate maximum amount of up to $2.5 billion, subject to c…
10-Q · Apr 30, 2026
Legal and regulatory exposuremixed · 3 filings
The bank revolving credit facilities and the term loan are subject to customary financial covenants and limitations, all of which we were in compliance with at March 31, 2026.
10-Q · Apr 30, 2026
Capital investment and capacitynegative · 2 filings
This was partially offset by: ● an increase of 13.3%, or $2.3 million, in recurring capital expenditures, which includes asset preservation expenditures and turnover-related expenditures.
10-Q · Apr 30, 2026
Restructuring and cost reductionsnegative · 2 filings
For the three and nine months ended September 30, 2024, the Company recorded an $8.1 million non-cash 48 Table of Contents impairment loss on one of its preferred equity investment (recorded in Income/(loss) from unconsolidated entities on the Consolidated St…
10-Q · Oct 30, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 1031.5× · EV/sales 1543.8×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

35.40-2.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 9 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for UDR. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for UDR. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind UDR

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CHCOCity Holding CompanypartnerFeb 17, 2026

In April 2025, the Company entered into a joint venture agreement with an unaffiliated joint venture partner in an operating community with a total of 256 apartment homes located in Daly City, California.

SMRTFiling-linked nameinvesteeFeb 17, 2026

Note receivables, net includes any accrued and unpaid interest, as applicable, and allowance for credit losses.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

UDR is currently a Follower in the organic co-movement group REIT - Residential. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.