Curbline Properties Reports Strong Fourth Quarter 2025 Investment and Capital Markets Momentum
Curbline Properties Corp, a leading owner of convenience centers located in suburban communities with high household incomes, announced significant quarter-to-date progress in its investment and capital markets strategy. These latest updates coincide with the company’s presentations at NAREIT’s REITworld 2025 Annual Conference, reflecting continued execution on its focused growth strategy and market positioning.
Accelerated Acquisition Activity to Close Out 2025
Curbline Properties is ending the year with strong acquisition momentum. According to the company, investment activity has increased meaningfully as the fourth quarter progresses. So far in Q4 2025, Curbline has completed the acquisition of 10 additional properties, representing an investment of $134.5 million. With these purchases, the company successfully achieved its full-year investment target, totaling $750 million in assets acquired year to date.
President and Chief Executive Officer David R. Lukes emphasized the strategic nature of the recent momentum, explaining that the company is seeing attractive opportunities to scale its footprint within the highly fragmented convenience center segment. The strengthened acquisition pace aligns with Curbline’s multi-year objective: to build the first publicly traded real estate company focused exclusively on convenience properties.
Capital Raising Efforts Enhance Liquidity and Growth Capacity
In addition to robust transactional activity, Curbline has been active in accessing the capital markets to support future investments. Quarter-to-date in 2025, the company has raised nearly $75 million in gross proceeds through its at-the-market (ATM) equity offering program. This strategy provides a flexible source of capital that can be deployed toward new acquisitions while minimizing dilution and maintaining balance sheet efficiency.
Lukes highlighted the importance of diversified capital channels in scaling the business. The success of the ATM program complements previously announced financing initiatives and reinforces the company’s liquidity position. He further noted that Curbline is encouraged by current investment opportunities and confident in the company’s ability to pursue them effectively.
Strong Liquidity Positioned to Support 2026 Investments
Curbline’s capital strategy extends beyond its ATM program. Along with the proceeds from recent equity sales, the company anticipates the funding of a previously announced $200 million private placement on or around year-end 2025. When combined with cash on hand, the company expects to have substantial available liquidity as it enters 2026. This capital base will be used to continue expanding the company’s portfolio in line with its disciplined investment framework.
This forward-looking approach demonstrates Curbline’s focus on maintaining strong optionality and access to funds even in dynamic market conditions. The company reiterated that it remains committed to evaluating investment opportunities that meet its targeted risk-adjusted return criteria across high-income suburban markets.
Leadership Commentary Points to Continued Confidence
Commenting on the company’s progress and outlook, CEO David Lukes stated:
“Acquisition activity is accelerating into year-end. We remain encouraged by the Company’s investment opportunities as Curbline continues to execute on its business plan of scaling the first public real estate company focused exclusively on convenience properties.”
Lukes also emphasized that the combination of ATM proceeds, private placement funding, and current cash levels provides Curbline with a strong liquidity foundation heading into 2026, enabling it to take advantage of opportunities in a highly fragmented but liquid market segment.
Positioned for Future Growth
Curbline’s 2025 performance signals strong investor demand and operational discipline in a specialty real estate category that continues to gain institutional attention. With a growing national portfolio of convenience centers anchored in affluent suburban areas, the company is reinforcing its leadership position and expanding its reach within a niche that remains underserved by public REIT markets.
Management reiterated confidence that the company is well-positioned for continued growth in 2026, backed by a robust acquisition pipeline, expanding market visibility, and a balanced capital strategy.
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