Sector revenues: Residential real estate

Top 3 markets:

1. California: approximately 30%
2. New York: approximately 25%
3. Washington D.C.: approximately 15%

UDR, Inc. is a leading company in the field of residential real estate and mainly generates its revenues through the rental of apartments. UDR's largest markets are California, New York, and Washington D.C., which together account for the majority of the income. These markets are particularly attractive due to high demand for housing and stable rental prices.

Production: UDR, Inc. is a real estate investment trust (REIT) and does not produce physical products.

UDR, Inc. specializes in the acquisition, development, and management of residential properties, particularly rental apartments in the United States. The company owns and operates properties in various urban and suburban markets, mainly in high-growth regions. Being a REIT, the focus is on managing and optimizing real estate portfolios, not on the production of physical goods.

Revenue Growth: Estimated at 6-8% annually (2025, based on historical trends)

Strategic Orientation: UDR, Inc. pursues a growth strategy based on several pillars. The company focuses on the continuous expansion of its real estate portfolio, especially in highly demanded urban markets. This includes both acquiring new properties and developing new constructions in strategically important regions.

Another focus is on optimizing operational efficiency. UDR invests in technology and data analysis to reduce operating costs and increase tenant satisfaction. This is intended not only to increase profitability but also to secure long-term tenant retention.

In addition, UDR focuses on sustainable practices and ESG initiatives to meet the requirements of modern investors and reduce its ecological footprint. This strategy aims to make the company more environmentally friendly and increase its attractiveness to environmentally conscious tenants and investors.

Main materials: Building materials such as concrete, steel, wood
Countries of origin: USA, Canada, China

UDR, Inc. is a Real Estate Investment Trust (REIT) specializing in the acquisition, development, management, and sale of residential properties. Building materials such as concrete, steel, and wood are commonly used in the real estate industry. These materials are typically imported from the USA itself, as well as from Canada and China.

The USA and Canada are major suppliers of wood and steel, while China is often a source of more cost-effective building materials. UDR, Inc. could use these materials for the construction and renovation of their residential properties. Since UDR operates mainly in the USA, a large portion of the materials is sourced locally to minimize transportation costs and streamline supply chains.

Market share: Estimated 5% in the US rental housing sector (2025).

Portfolio size: Over 50,000 residential units (2025).

Funds from Operations (FFO) growth: 6% (2024).

UDR, Inc. has a significant competitive advantage in the rental housing sector, especially due to its extensive and diversified real estate portfolio structure. With over 50,000 residential units, UDR is one of the larger players in the US rental housing market, enabling economies of scale and a strong negotiating position.

The company has shown consistent growth in Funds from Operations (FFO) of around 6% in recent years, indicating effective cost control and high property utilization.

Additionally, UDR benefits from its strategic presence in high-growth urban markets, which keeps demand for its properties stable and ensures future growth potential.

Institutional Investor Share: approx. 95% (2025, estimated based on historical data)

Insider Trades: No significant transactions in the last quarter (2025, estimated)

UDR, Inc. has traditionally had a high proportion of institutional investors, indicating the trust of large investment funds and institutional investors in the company's stability and growth potential.

In 2025, no significant insider transactions are known, suggesting that the management currently does not expect any significant changes in the stock price or that there is no internal information that would prompt a purchase or sale.

This information is based on typical reports and trends from previous years, as specific data for 2025 has not yet been published.

Market share of UDR, Inc.: Estimate: approx. 3-4% (2025)

Top competitors and their market shares:

1. Equity Residential (EQR): approx. 7-8%
2. AvalonBay Communities, Inc. (AVB): approx. 6-7%
3. Essex Property Trust, Inc. (ESS): approx. 5-6%
4. Camden Property Trust (CPT): approx. 4-5%
5. Mid-America Apartment Communities, Inc. (MAA): approx. 4-5%
6. UDR, Inc. (UDR): approx. 3-4%
7. Invitation Homes Inc. (INVH): approx. 3-4%
8. American Homes 4 Rent (AMH): approx. 2-3%
9. Sun Communities, Inc. (SUI): approx. 2-3%
10. Equity LifeStyle Properties, Inc. (ELS): approx. 2-3%

Economic moat of UDR, Inc.:

UDR, Inc. has a moderate economic moat, primarily supported by its geographic diversification and the quality of its real estate portfolios. The company specializes in high-quality rental apartments in rapidly growing urban markets, giving it some pricing power.

Compared to its competitors like Equity Residential and AvalonBay, which have larger portfolios and stronger brand recognition, UDR's economic moat is less pronounced. These companies benefit from economies of scale and a broader geographic presence, giving them a competitive advantage.

Overall, UDR has a solid but not outstanding economic moat compared to its larger competitors. The competitive advantage could be further strengthened through strategic expansions and investments in technology and customer service.

Revenue Growth: 8% (2024) FFO Growth (Funds From Operations): 6% (2024) Portfolio Expansion: +5,000 units (2024)

UDR, Inc. recorded a revenue growth of 8% in 2024, indicating strong demand in the residential real estate sector. The company was also able to increase its Funds From Operations (FFO), an important metric for real estate companies, by 6%. This suggests that UDR is effectively able to boost its operational income.

Additionally, UDR expanded its portfolio by 5,000 residential units, indicating a strategic expansion. This expansion could further strengthen the company's future growth potential, especially in a market environment characterized by high demand for housing.

Overall, UDR, Inc. demonstrates solid fundamental data and a strategic growth orientation, making it a potentially attractive investment in the real estate sector. However, investors should also consider macroeconomic factors and regional market developments before making an investment decision.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Continuous payout for over 10 years

UDR, Inc. is known for its reliable dividend policy. The company has consistently paid dividends in recent years and aims to continue this practice. The estimated dividend yield of 3.5% for 2025 shows that UDR, Inc. continues to offer attractive returns to its shareholders.

The stability of the dividends is supported by the company's solid financial foundation and stable business model. UDR, Inc. continuously invests in expanding and improving its real estate portfolio, leading to stable income in the long term.