CBL & ASSOCIATES PROPERTIES INC — Form 8-K
Filed August 7, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 58/100
What the filing says
CBL Properties reported Q2 2026 results with portfolio occupancy rising to 90.4% (vs. 88.8% YoY), same-center NOI growth of 1.5% (Q2) and 2.2% (H1), and FFO per share of $1.89 adjusted. The company raised full-year 2026 guidance to $7.15–$7.25 per share FFO adjusted. However, three properties (Jefferson Mall, The Outlet Shoppes at Gettysburg, Southpark Mall) totaling ~$106.6M debt are in receivership/foreclosure; four additional loans (~$189.6M) are being resolved. CBL generated $61.4M in disposition proceeds YTD and held $322.7M cash at quarter-end.
Why this rating
Solid operational momentum (occupancy, leasing spreads, NOI growth, raised guidance) offset by material distressed asset write-offs (~4.5% of market cap), near-term refinancing pressure, and balance-sheet stress from foreclosures. Moderate business risk but not transformational.
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