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Upturn AI Summary - About
Centerspace(CSR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CSR
11/05/2026: CSR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Centerspace is a specialized real estate investment trust focused on owning and managing apartment communities primarily in the Midwest and Mountain West regions. The company's strengths lie in its disciplined transition to a pure-play multi-family model and its stable operational history. Investors are drawn to its potential for steady rental income and value-add renovation opportunities, which support its dividend structure. However, the company faces risks from high interest rates, regional economic concentration, and competition from larger national REITs. Centerspace may suit income-focused investors looking for exposure to residential real estate, though they should monitor interest rate trends and the company's ability to maintain occupancy in its core markets.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth through rental increases but is not a high-growth tech or biotech play. |
| Momentum investor | Weak fit | This stock generally lacks the rapid price movement and high volume required for typical momentum strategies. |
| Value investor | Strong fit | REITs are often evaluated based on their underlying asset value and cash flow, which can appeal to value-oriented investors. |
| Dividend investor | Strong fit | As a REIT, Centerspace is structured to provide regular income distributions to its shareholders. |
| Low-risk investor | Mixed fit | While housing is essential, REIT stocks can still experience volatility due to interest rate changes and market cycles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | REIT share prices can fluctuate significantly with changes in interest rates. |
| Valuation risk | Medium | Overpaying for properties or market multiples can limit future total return potential. |
| Competition risk (National REITs) | High | Larger competitors have better access to capital and greater economies of scale. |
| Business quality | Medium | The quality of the apartment portfolio directly impacts rental pricing power and occupancy rates. |
| Dividend income | Medium | Dividends are dependent on rental cash flow and can be impacted by economic downturns. |
| Execution risk | Medium | Management must successfully execute property management and renovation strategies to meet performance targets. |
Price Behavior

Downtrend
The stock has experienced a sustained decline in price over recent periods.

Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -3.86% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.05B USD | Price to earnings Ratio 10.68 | 1Y Target Price 62.86 |
Price to earnings Ratio 10.68 | 1Y Target Price 62.86 | ||
Volume (30-day avg) 242.1K shares | Beta 0.84 | 52 Weeks Range 51.28 - 67.72 | Updated Date 11/04/2026 |
52 Weeks Range 51.28 - 67.72 | Updated Date 11/04/2026 | ||
Dividends yield (FY) 5.38% | Basic EPS (TTM) 5.58 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Multi-family Residential Rentals | Monthly lease payments from tenants across various apartment communities. | The company generates revenue primarily by collecting rent from residents living in their apartment buildings. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-11-02 | When After Market | Estimate 1.13 | Actual 1.11 |
Profitability
Profit Margin 35.49% | Operating Margin (TTM) 9.65% |
Management Effectiveness
Return on Assets (TTM) 0.71% | Return on Equity (TTM) 11.69% |
Valuation
Trailing PE 10.68 | Forward PE 55.56 | Enterprise Value 1.98B | Price to Sales(TTM) 4.1 |
Enterprise Value 1.98B | Price to Sales(TTM) 4.1 | ||
Enterprise Value to Revenue 7.37 | Enterprise Value to EBITDA 10.72 | Shares Outstanding 16.80M | Shares Floating 15.47M |
Shares Outstanding 16.80M | Shares Floating 15.47M | ||
Percent Insiders 1.21 | Percent Institutions 96.82 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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