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US Masters Residential speeds portfolio sell-down as 2025 sales beat target

Story Highlights
  • US Masters Residential beat 2025 sales targets and shifted to non-going concern reporting.
  • Portfolio values fell and FFO remained negative as sell-down funded distributions and debt cuts.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
US Masters Residential speeds portfolio sell-down as 2025 sales beat target

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US Masters Residential Property Fund ( (AU:URF) ) has shared an announcement.

US Masters Residential Property Group exceeded its 2025 sales target, achieving US$244.2 million in disposals across 179 properties and ending the year with 161 assets remaining. The fund has now set a goal to sell its remaining portfolio by the end of 2026, marking the planned culmination of its asset realisation strategy and prompting the 2025 accounts to be prepared on a non-going concern basis, with property assets measured at net realisable value of US$166.35 million.

The portfolio recorded a fair value decrement of US$10.9 million for the half-year, driven largely by weakness in the New York premium segment and ongoing price declines in Harlem and Hamilton Heights. Operationally, same-home net operating income rose 14.6% on strong rental growth and lower maintenance costs, but funds from operations remained in loss as vacancies and holding costs associated with the sales program weighed on earnings, even as sales proceeds funded 11 cents per stapled security in 2025 distributions plus a further 10 cents declared for early 2026 and supported US$35.9 million in term loan repayments.

The most recent analyst rating on (AU:URF) stock is a Sell with a A$0.28 price target. To see the full list of analyst forecasts on US Masters Residential Property Fund stock, see the AU:URF Stock Forecast page.

More about US Masters Residential Property Fund

US Masters Residential Property Group is an investment vehicle focused on U.S. residential real estate, with a portfolio concentrated in New York and related urban markets. The fund acquires, manages and disposes of single-family and multi-family properties, seeking to generate returns for stapled security holders through rental income, value realisation and capital returns as it winds down its portfolio.

Average Trading Volume: 899,904

Technical Sentiment Signal: Strong Buy

Current Market Cap: A$134.2M

See more insights into URF stock on TipRanks’ Stock Analysis page.

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