COPT Defense Properties has set Thursday, February 5, 2026, after market close, for the release of its fourth quarter and full-year 2025 financial results. Management will host a conference call on Friday, February 6, 2026, at 12:00 p.m. Eastern Time to discuss those results and provide guidance for 2026. Investors and analysts must register in advance to receive dial-in credentials. The call will cover key metrics such as portfolio occupancy trends, adjusted funds from operations (AFFO), debt maturities, and capital deployment plans, with a focus on how the REIT’s defense-focused lease structure performed through year-end and the outlook for rent escalations and property development in 2026.

CDP’s growing build-to-suit AI data center business offers a compelling growth catalyst alongside its core defense property portfolio. The company reports a 100% leased status on its AI campus developments, with executed leases featuring average rent increases of 91% over prior benchmarks. High-security, government-contractor tenants benefit from CDP’s regulatory moat and strategically located land banks in Northern Virginia and Iowa, where embedded land value is estimated to exceed current book value by at least 20%. This dual exposure—stable, monopolistic defense property cash flows and outsized data center rent escalations—positions CDP to deliver both reliable dividend growth and significant FFO upside as AI infrastructure demand accelerates.