Acadia Realty Trust (AKR)
NYSEReal EstateReit - RetailSnapshot 2026-11-05
$19.69-0.91%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - RetailSnapshot 2026-11-05
QuarterlyIQ Insights · AKR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-11-05.
The screen ranks AKR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated neutral grew net income 51% of the time over the next year (vs 56% for the rest of the cohort, n=3680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Kenneth F. Bernstein, President and CEO of Acadia, commented: [TABLE] “We delivered third-quarter same-property NOI growth that ranks among the strongest in our history, led once again by growth of m…
Stated in 4 of 4 supplied quarters. Management reported: “During the third quarter, leases executed or in advanced stages of negotiation at the Company’s Henderson Avenue development reached approximately 90% of retail GLA (95% including the stabilized portfolio).” “Tenant openings are expected to begin in 2027 and continue throughout the year, with NOI contributions expected to be weighted toward the second half of 2027.”
“Kenneth F. Bernstein, President and CEO of Acadia, commented: [TABLE] “We delivered third-quarter same-property NOI growth that ranks among the strongest in our history, led once again by growth of m…”
“Our in-place REIT Portfolio generated same-property NOI growth of 8.7% for the quarter, while record leasing activity, in both volume and rental rate, produced high double-digit spreads on new leases.”
“Our street portfolio continues to benefit from strong tenant demand, enabling us to deliver same-property NOI growth of 5.9% for the quarter.”
“We are encouraged by the robust tenant demand for our street retail portfolio, enabling us to deliver REIT Portfolio same-property NOI growth in excess of 6% for the quarter.”
Complementing this momentum, we acquired approximately $150 million of street retail during the quarter, adding properties that are accretive across each of our key metrics and strengthen the scale a…
Stated in 4 of 4 supplied quarters. Management reported: “Complementing this momentum, we acquired approximately $150 million of street retail during the quarter, adding properties that are accretive across each of our key metrics and strengthen the scale advantage we have established in these markets.” “We complemented this internal growth with approximately $652 million of accretive REIT and Investment Management acquisitions year-to-date, further deepening our scale on the streets where we already operate.”
It revised net earnings per share to $0.29-$0.30 from $0.40-$0.41.
Stated in 3 of 4 supplied quarters. Management reported: “It revised net earnings per share to $0.29-$0.30 from $0.40-$0.41.” “Guidance The Company increased its full year Net Earnings, NAREIT FFO and FFO As Adjusted guidance.”
“It revised net earnings per share to $0.29-$0.30 from $0.40-$0.41.”
“Guidance The Company increased its full year Net Earnings, NAREIT FFO and FFO As Adjusted guidance.”
Concentrate REIT Portfolio acquisitions on established, high-priority street retail corridors to expand the company's presence and scale.
Use equity proceeds and available financing to fund the REIT Portfolio acquisition pipeline and Henderson Avenue development project.
Over the trailing year it converted 0.94x of net income into operating cash flow. Historically, Real Estate names rated fragile grew net income 31% of the time over the next year (vs 60% for the rest of the cohort, n=2193).
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=3851).
Not investment advice. As of 2026-11-05.
“Complementing this momentum, we acquired approximately $150 million of street retail during the quarter, adding properties that are accretive across each of our key metrics and strengthen the scale a…”
“We complemented this internal growth with approximately $652 million of accretive REIT and Investment Management acquisitions year-to-date, further deepening our scale on the streets where we already…”
“Complementing this internal growth, we completed over $600 million of accretive REIT and Investment Management acquisitions in 2026.”
“Complementing our strong internal growth, last year and year-to-date, we completed nearly $1 billion of accretive acquisitions, increasing our concentration in key street retail corridors and further…”
“6 Guidance The Company is increasing its previously issued guidance for Earnings per Share from $0.24-0.26 to $0.37-$0.39 and FFO As Adjusted from $1.21-$1.25 per share to $1.22-$1.26 per share.”