CTO Realty Growth buys Atlanta lifestyle center for $79.8M

Published 03/03/2025, 22:28
CTO Realty Growth buys Atlanta lifestyle center for $79.8M

WINTER PARK, Fla. - CTO Realty Growth, Inc. (NYSE: CTO), a prominent owner and operator of open-air shopping centers with a market capitalization of $609 million, announced Monday the purchase of Ashley Park, a lifestyle center in the Newnan submarket of Atlanta, Georgia. The acquisition, at a purchase price of $79.8 million, adds a 559,000-square-foot, 60-acre property to CTO’s portfolio, marking a 12% increase to a total of 5.2 million square feet. According to InvestingPro analysis, the company’s stock, currently trading at $19.13, appears to be fairly valued based on their proprietary Fair Value model.

The transaction’s cap rate aligns with the upper end of the company’s projected range for initial cash yields. John P. Albright, President and CEO of CTO Realty Growth, highlighted the strategic nature of the acquisition, noting its potential to enhance operational synergies in the Atlanta area, which is the company’s largest market. Albright emphasized that with this purchase, a significant portion of the company’s annual base rent will now be derived from assets in key growth states including Georgia, Florida, Texas, and North Carolina. The company maintains a robust 7.98% dividend yield and an overall "GOOD" financial health score according to InvestingPro’s comprehensive analysis, which offers investors access to over 30 additional key metrics and insights.

Ashley Park, currently 93% occupied, hosts major tenants such as Dick’s Sporting Goods, Best Buy (NYSE:BBY), Barnes & Noble, Regal Cinemas, and Dillard’s, with Dick’s Sporting Goods (NYSE:DKS) becoming the fifth largest tenant for CTO. The property, situated along I-85 south of the Hartsfield-Jackson Airport, attracts over 6 million visits annually. The company acquired the property below replacement cost and with below-market rents, which Albright believes provides an opportunity to unlock long-term value through strategic lease-up and rent adjustments.

CTO Realty Growth, Inc. owns and manages shopping centers predominantly in the Southeast and Southwest regions of the United States and holds a significant interest in Alpine Income Property Trust, Inc. (NYSE: PINE). The company has suggested reviewing their latest investor presentation and financial information on their website for additional details.

The acquisition is based on CTO’s assessment of the market and their ability to capitalize on strategic lease and rent opportunities. However, as with any forward-looking statements, there are risks and uncertainties that could cause actual results to differ, including changes in the economy, tenant performance, and broader market conditions.

This expansion reflects CTO Realty Growth’s continued focus on investing in high-growth markets, supported by strong revenue growth of 14.11% in the last twelve months. Analysts maintain a Strong Buy consensus on the stock, according to InvestingPro’s latest data, which provides detailed financial analysis and exclusive insights through their comprehensive Pro Research Report, available for over 1,400 US stocks.

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