Real estate stocks eke out gains in June, post solid returns in four months of H1 2026
View original at seekingalpha.comReal estate stocks eke out gains in June, post solid returns in four months of H1 2026 [Real estate entrepreneurs meeting to sell a house, discussing real estate deals, with house plans on the table, symbolizing real estate investment and negotiations.] Real estate stocks saw a strong close to the first half of 2026, p…
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Expected book value erosion of $0.35-$0.45 per share from frictional costs, and potential further erosion of $0.58-$1.24 per share from asset sales, during the disposal period
60% confidenceOppenheimer analyst Jason Helfstein maintained a Buy rating on Compass (COMP) with a $15.00 price target after management met with the firm
60% confidenceCiti upgraded American Healthcare REIT to Buy from Neutral, citing relative underperformance as an attractive entry point
60% confidenceCiti cut Sabra Health to Neutral
60% confidenceARI had roughly $1.3B of cash and $462M of book value tied up in five real estate assets, and it will take 9 to 12 months to fully dispose of the five properties
60% confidenceBTIG downgraded Apollo Commercial Real Estate Finance (ARI) to Neutral from Buy, citing that asset sales are expected to drag on book value
60% confidence