Curbline Properties Future Growth
Future criteria checks 2/6
Curbline Properties is forecast to grow earnings and revenue by 15.2% and 18.6% per annum respectively. EPS is expected to grow by 0.6% per annum. Return on equity is forecast to be 3.9% in 3 years.
Key information
15.2%
Earnings growth rate
0.64%
EPS growth rate
| Retail REITs earnings growth | -1.6% |
| Revenue growth rate | 18.6% |
| Future return on equity | 3.86% |
| Analyst coverage | Good |
| Last updated | 14 Sep 2026 |
Recent future growth updates
Recent updates
CURB: Acquisition Pipeline And Equity Funding Will Support Premium Rating Outlook
Analysts have raised the fair value estimate for Curbline Properties from $32.56 to $33.94, citing recent price target increases into the $31 to $40 range and growing confidence in its convenience center focus, acquisition pipeline, and cash conversion profile. Analyst Commentary Recent research on Curbline Properties points to a mix of enthusiasm about the companys growth model and some caution around how much of that story is already reflected in the current valuation.CURB: Acquisition Pace And Equity Funding Will Shape Premium Rating Outlook
Curbline Properties' fair value estimate has been revised to $32.56 from $31.13. This change reflects analysts' higher price targets and their focus on sector rerating, acquisition driven growth, and the company's balance sheet quality.CURB: Acquisition Pipeline And Equity Issuance Will Test Premium Rating
The updated analyst price target for Curbline Properties moves from about $26.81 to roughly $31.13, with analysts pointing to strong acquisition activity, widening investment spreads, an $8M Signed Not Opened pipeline, and a solid balance sheet as key supports for the new view. Analyst Commentary Recent research on Curbline Properties shows a split view, with bullish analysts raising price targets while more cautious voices question how long the acquisition driven story can support the current valuation.Curbline: Rapid Growth At A Fair Valuation, But Waiting Makes Sense
Summary CURB targets smaller, high-traffic properties for higher margins and occupancy, differentiating from larger-format retail REITs, focusing on strategic MSAs like Miami and Atlanta. Aggressive but disciplined expansion: 2025 acquisition target raised to $700M, with a long-term hold strategy and selective geographic focus. Despite strong FFO growth and a cheap PEG, CURB trades at a premium P/FFO multiple (21.5x), signaling overvaluation versus peers like FVR and IVT. Dividend yield remains low (1.42%), with limited near-term upside due to high reinvestment, lagging behind peers in income return despite strong cash flow growth. Read the full article on Seeking AlphaCurbline Properties: Despite Huge Net Cash, Not A No-Brainer Buy
Summary Curbline Properties spun off from SITE Centers and boasts a market cap three times larger than its parent company. CURB's diversified tenant base, substantial cash reserves, and no leverage offer significant growth potential through acquisitions and higher rent escalations. Despite its strong financial position, CURB's valuation is high, with a premium priced in. The cyclical nature of CURB's tenants and current high valuation present risks, making it less attractive until valuation multiples decrease. Read the full article on Seeking AlphaCurbline Properties: Evaluating This Recent Spinoff
Summary Curbline Properties, spun out from Site Centers, focuses on convenience centers with a portfolio of 78 assets, 96% leased, and geographically diversified. Convenience centers have lower capex needs compared to shopping centers, making them attractive investments with potential for cap rate compression. Curbline trades at a 5.3% implied cap rate, a 20% premium to private market NAV, enabling accretive external growth through share issuances and acquisitions. Despite risks like limited trading history and interest rate sensitivity, I hold shares due to the under-appreciated low capex nature and growth potential. Read the full article on Seeking AlphaEarnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 339 | 61 | N/A | 229 | 5 |
| 12/31/2027 | 292 | 51 | N/A | 200 | 7 |
| 12/31/2026 | 252 | 28 | N/A | 151 | 5 |
| 6/30/2026 | 224 | 29 | 134 | 134 | N/A |
| 3/31/2026 | 202 | 32 | 121 | 121 | N/A |
| 12/31/2025 | 183 | 39 | 125 | 125 | N/A |
| 9/30/2025 | 164 | 41 | 128 | 128 | N/A |
| 6/30/2025 | 145 | 16 | 81 | 81 | N/A |
| 3/31/2025 | 132 | 12 | 64 | 64 | N/A |
| 12/31/2024 | 121 | 10 | 54 | 54 | N/A |
| 9/30/2024 | 111 | 6 | 36 | 36 | N/A |
| 6/30/2024 | 106 | 31 | 60 | 60 | N/A |
| 3/31/2024 | 100 | 32 | 59 | 59 | N/A |
| 12/31/2023 | 94 | 31 | 59 | 59 | N/A |
| 12/31/2022 | 73 | 26 | 50 | 50 | N/A |
| 12/31/2021 | 52 | 21 | 36 | 36 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: CURB's forecast earnings growth (15.2% per year) is above the savings rate (3.7%).
Earnings vs Market: CURB's earnings (15.2% per year) are forecast to grow slower than the US market (17.4% per year).
High Growth Earnings: CURB's earnings are forecast to grow, but not significantly.
Revenue vs Market: CURB's revenue (18.6% per year) is forecast to grow faster than the US market (13.6% per year).
High Growth Revenue: CURB's revenue (18.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: CURB's Return on Equity is forecast to be low in 3 years time (3.9%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/21 03:55 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
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Industry and Sector Metrics
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Analyst Sources
Curbline Properties Corp. is covered by 11 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Nicholas Joseph | Citigroup Inc |
| Jonathan Petersen | Jefferies LLC |
| Michael Mueller | J.P. Morgan |