Acadia Realty Trust (AKR)
NYSEReal EstateReit - RetailSnapshot 2026-11-05
NYSEReal EstateReit - RetailSnapshot 2026-11-05
Research Workspace
Put AKR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Retail REITs is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Recent financial performance freshly dropped to the bottom half of its industry.
View ThesisRanks in the weakest quality tier of its industry — roughly the bottom 27%, softest on free-cash-flow margins.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAcadia Realty Trust's recent financial performance has weakened. This drop from the top half to the bottom half of its industry is the core issue. Revenue growth has been flat at 0% year over year in recent quarters. The stock trades at 8.4x P/FFO versus a 11.7x peer median. This multiple is below the peer median, suggesting a discount to peers. The price reflects less growth than our forecast implies. The primary risk is that this recent performance decline continues. Our model puts the next-quarter miss probability near 26%. Peer multiples imply a price about 28% above where it trades. The thesis has broken. This read is provisional.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
Trailing returns as of 2026-11-05. AKR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering AKR (as of Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AKR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 7 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A long-thesis check that carries the widest uncertainty of the three horizons.
A price-focused, side-by-side fair-value read versus Retail REITs — fair value, gap to price, and forward P/E.
Compare the value case
Put AKR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand REIT Portfolio through accretive acquisitions
Acquisition aligns with portfolio expansion objective.

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.