REITWAVE.COM Institutional Equity Tear Sheet Generator
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REITWAVE.COM | INSTITUTIONAL REAL ESTATE RESEARCH
AS OF: OCTOBER 24, 2026  |  10Y TREASURY: 4.99%  |  SIC 6798

UDR, Inc. ($UDR)

Sector: Residential Multifamily  •  Exchange / CIK: NYSE / 0000074208  •  Properties: 150 Assets
Trading at a 8.3% discount to NAV
Safety Score: 88/100 (Safe)  |  Credit: BBB

Live Share Price

$35.84
52W Range: $32.94 - $42.00

Valuation Multiples

18.5x P/AFFO
P/FFO: 17.1x  |  FFO/sh: $2.10

Net Asset Value (NAV)

$39.07
Prem/Disc: -8.3%  |  Cap: 6.54%

Dividend Cash Flow

3.85% Yield
$1.38/yr (Quarterly)  |  Payout: 71.1%
Balance Sheet & Debt Maturity Sentry
Net Debt to EBITDAre stands at 4.8x. Portfolio leased occupancy is 96.2% with a weighted average lease term (WALT) of 6.5 years. Senior credit rating of BBB provides institutional capital markets access for debt refinancing.
Recent Dividend Payment History (Last 6 Declarations)
Ex-Dividend Date Record / Pay Date Cash Distribution Status / Corporate Action
2026-09-30 2026-10-15 $0.3450 Regular Distribution
Representative Commercial Asset Concentrations (From SEC Form 10-K Item 2)
Commercial Asset / Property Name Location Rentable Sq Ft Occupancy Implied Asset Valuation
UDR, Inc. Flagship Commercial Portfolio United States Nationwide 18,750,000 sq ft (implied) 96.2% $5,860,500,000
Quantitative Risk & Benchmark Performance (QuantStats • VNQ)
Empirical 252-day trading window compared to Vanguard Real Estate ETF (VNQ) benchmark
METHODOLOGY: QUANTSTATS / CAPM
Beta vs VNQ
0.99
Index Tracking (Market Neutral)
Annualized Alpha (α)
+0.08%
Outperforming VNQ
Sharpe Ratio (vs VNQ)
0.03 vs 0.04
-0.01 Spread
Max Drawdown (1-Yr)
-18.4% vs -11.4%
-7.0% vs VNQ
UDR vs VNQ QuantStats Performance & Underwater Drawdown
Quantitative Risk & Return Metric UDR VNQ (Benchmark) Institutional Delta / Spread
Beta (β) vs VNQ
Covariance sensitivity to US REIT market
 0.99 1.00 -0.01 (Index Tracking (Market Neutral))
Annualized Alpha (α)
Excess CAPM risk-adjusted performance
 +0.08% 0.00% (Baseline) Outperforming VNQ
Sharpe Ratio (Rf = 4.5%)
Annualized excess return per unit of volatility
 0.03 0.04 -0.01
Sortino Ratio
Downside semi-variance risk-adjusted return
 0.03 0.03 +0.00
Annualized Volatility (σ)
Standard deviation of daily price returns × √252
 20.7% 13.9% +6.8% (Higher Volatility)
Maximum Drawdown (1-Year)
Peak-to-trough capital decline over trailing 12M
 -18.4% -11.4% -7.0% vs VNQ
1-Year Trailing Return (CAGR)
Compounded annual growth rate
 3.0% 4.1% -1.1% Spread
R-Squared (R²) & Correlation
Statistical correlation coefficient against VNQ
 R² 0.45 Corr: 0.67 45% variance explained by VNQ
Trading Session Win Rate
Percentage of positive daily closing sessions
 48.4% 51.6% -3.2% vs Benchmark
QuantStats Analytical Synthesis: UDR displays a Beta of 0.99 relative to VNQ with 0.45 R² correlation. Annualized volatility is 20.7% (6.7% higher than VNQ at 13.9%). Trailing 12-month Alpha stands at +0.08% (Outperforming VNQ) with a Sharpe ratio of 0.03 against 0.04 for VNQ, and a maximum drawdown of -18.4%.
SEC CIK: 0000074208  |  Principal Executive Officer: Thomas W. Toomey  |  Total PEO Compensation: $8,200,000 (98:1)
Official SEC Accession: 0000074260-26-000019
CONFIDENTIAL INSTITUTIONAL TEAR SHEET • REITWAVE.COM (v1.0.0) • Data Sources: SEC EDGAR Form 10-K / DEF 14A, PR Newswire, Bloomberg/CBRE Comps. For institutional and accredited investor due diligence. Not a solicitation or investment recommendation.