Camden Property Trust (CPT) reported strong Q4 2025 earnings, with EPS significantly beating expectations at $1.44 against a forecast of $0.35, despite a slight revenue miss. The company is strategically reallocating assets, including a major sale of its California properties, to focus on high-growth Sun Belt markets and anticipates approximately 2% market rent growth in 2026. Management expressed confidence in future growth, citing peaking new supply and robust resident financial health, while also addressing challenges like regulatory changes and development costs.
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Earnings call transcript: Camden Property Q4 2025 earnings beat expectations
Camden Property Trust (CPT) reported strong Q4 2025 earnings, with EPS significantly beating expectations at $1.44 against a forecast of $0.35, despite a slight revenue miss. The company is strategically reallocating assets, including a major sale of its California properties, to focus on high-growth Sun Belt markets and anticipates approximately 2% market rent growth in 2026. Management expressed confidence in future growth, citing peaking new supply and robust resident financial health, while also addressing challenges like regulatory changes and development costs.