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Upturn AI SWOT - About
FRT 
Federal Realty Investment Trust (FRT)
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Upturn Advisory Summary
03/27/2025: FRT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -14.49% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.36B USD | Price to earnings Ratio 28.34 | 1Y Target Price 117.94 |
Price to earnings Ratio 28.34 | 1Y Target Price 117.94 | ||
Volume (30-day avg) 827490 | Beta 1.29 | 52 Weeks Range 93.11 - 116.93 | Updated Date 03/30/2025 |
52 Weeks Range 93.11 - 116.93 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 4.54% | Basic EPS (TTM) 3.42 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 24.49% | Operating Margin (TTM) 34.81% |
Management Effectiveness
Return on Assets (TTM) 3.11% | Return on Equity (TTM) 9.15% |
Valuation
Trailing PE 28.34 | Forward PE 32.79 | Enterprise Value 12902686915 | Price to Sales(TTM) 6.94 |
Enterprise Value 12902686915 | Price to Sales(TTM) 6.94 | ||
Enterprise Value to Revenue 10.73 | Enterprise Value to EBITDA 15.69 | Shares Outstanding 85680600 | Shares Floating 77377306 |
Shares Outstanding 85680600 | Shares Floating 77377306 | ||
Percent Insiders 1.05 | Percent Institutions 101.65 |
Analyst Ratings
Rating 4.18 | Target Price 125.4 | Buy 6 | Strong Buy 7 |
Buy 6 | Strong Buy 7 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Federal Realty Investment Trust
Company Overview
History and Background
Federal Realty Investment Trust (FRT) was founded in 1952. It's one of the first Real Estate Investment Trusts (REITs). It has grown over the years by acquiring, developing, and redeveloping high-quality retail properties.
Core Business Areas
- Retail Property Ownership & Management: Owning and managing open-air shopping centers and mixed-use properties, leasing space to retailers, restaurants, and other service providers.
- Property Development & Redevelopment: Developing new properties and redeveloping existing ones to enhance their value and attract higher-quality tenants.
Leadership and Structure
Donald C. Wood is the CEO. The company has a board of trustees that oversees its operations.
Top Products and Market Share
Key Offerings
- Retail Space Leasing: Leasing retail space in high-quality, open-air shopping centers and mixed-use properties. FRT aims for high occupancy rates and strong tenant mix. Competitors: Simon Property Group, Regency Centers.
- Mixed-Use Development: Developing properties that combine retail, residential, and office space. This caters to changing consumer preferences and increases property value. Competitors: Brookfield Properties, Hines.
Market Dynamics
Industry Overview
The REIT industry is affected by interest rates, consumer spending, and macroeconomic conditions. The retail segment is being transformed by e-commerce and evolving consumer preferences.
Positioning
FRT focuses on high-barrier-to-entry markets and high-quality properties. This strategy allows it to command premium rents and maintain high occupancy rates.
Total Addressable Market (TAM)
The commercial real estate market is valued at trillions of USD. FRT focuses on a smaller subset, premium retail properties. Their market positioning targets affluent demographics. It is hard to precisely estimate the total addressable market.
Upturn SWOT Analysis
Strengths
- High-quality portfolio
- Strong management team
- Long track record of dividend growth
- Focus on high-barrier-to-entry markets
Weaknesses
- Exposure to retail sector challenges
- High debt levels
- Reliance on macroeconomic conditions
- Sensitivity to interest rate increases
Opportunities
- Acquisitions of undervalued properties
- Redevelopment of existing properties
- Expansion into new markets
- Increased demand for mixed-use properties
Threats
- Economic downturn
- Rising interest rates
- Increased competition from e-commerce
- Changes in consumer preferences
Competitors and Market Share
Key Competitors
- SPG
- REG
- KIM
Competitive Landscape
FRT differentiates itself through its high-quality portfolio, focus on high-barrier-to-entry markets, and long history. Simon Property Group (SPG) is larger, Regency Centers (REG) focuses on grocery-anchored centers, and Kimco Realty Corporation (KIM) is a well-established competitor.
Major Acquisitions
Assembly Row (Partial)
- Year: 2023
- Acquisition Price (USD millions): 225
- Strategic Rationale: Increased FRT's ownership in a valuable mixed-use development, enhancing their long-term growth prospects.
Growth Trajectory and Initiatives
Historical Growth: FRT has grown historically through acquisitions, development, and redevelopment activities. The past decade has seen moderate revenue growth.
Future Projections: Analysts' projections depend on macroeconomic conditions, interest rate forecasts and the strength of their leasing and development activities. Overall, modest growth is expected.
Recent Initiatives: Recent strategic initiatives include redeveloping and expanding existing properties and focusing on mixed-use projects.
Summary
Federal Realty Investment Trust is a well-established REIT with a strong portfolio of high-quality retail properties. Its focus on affluent markets and mixed-use developments positions it well for long-term growth. Challenges include exposure to the retail sector and rising interest rates. Continued dividend payments are a key attraction for investors.
Similar Companies
- SPG
- REG
- KIM
- BXP
- MAC
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Company Website
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions can change rapidly. Consult with a qualified financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Federal Realty Investment Trust
Exchange NYSE | Headquaters North Bethesda, MD, United States | ||
IPO Launch date 1973-05-03 | CEO, President & Director Mr. Donald C. Wood CPA | ||
Sector Real Estate | Industry REIT - Retail | Full time employees 304 | Website https://www.federalrealty.com |
Full time employees 304 | Website https://www.federalrealty.com | ||
Federal Realty is a recognized leader in the ownership, operation and redevelopment of high-quality retail-based properties located primarily in major coastal markets from Washington, D.C. to Boston as well as Northern and Southern California. Founded in 1962, Federal Realty's mission is to deliver long-term, sustainable growth through investing in communities where retail demand exceeds supply. Its expertise includes creating urban, mixed-use neighborhoods like Santana Row in San Jose, California, Pike & Rose in North Bethesda, Maryland and Assembly Row in Somerville, Massachusetts. These unique and vibrant environments that combine shopping, dining, living and working provide a destination experience valued by their respective communities. Federal Realty's 102 properties include approximately 3,500 tenants, in 27 million commercial square feet, and approximately 3,100 residential units.
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