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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance dropped from the top half to the bottom half of its industry over the past month — the reason to own it has weakened.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -27.6% |
| Our one-year growth estimate | diamond | 5.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 33.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 19 industry peers · Company calendar date is not available
AKR — earnings in line
Dated 2026-11-02
Results of Operations and Financial Condition. On November 2, 2026 , Acadia Realty Trust (the “Company”) issued a press release announcing its consolidated financial results for the three and nine months ended September 30, 2026. A copy of the press release is attached to this Current Report on Form 8-K as Exhibit 99.1 and incorporated herein by reference. On the same day, the Company made available supplemental reporting information regarding the financial results, operations and portfolio o…
Why it matters: Acadia says these deals grow its presence on streets where it already operates. New purchases can add rent, but they also use capital.
Watch forAcadia reports another completed street retail deal in its REIT Portfolio. It says the deal adds scale in an existing corridor.
Also watch forThe next report shows no new REIT Portfolio street retail deals and no active pipeline on its key corridors.
Why it matters: Leases in this pipeline have been signed but have not opened. Openings can add rent and show that tenant plans are moving ahead.
Supportive ifThe next report shows more than $8.9 million of the $16.5 million pipeline began paying rent.
Worry ifLess than $2 million begins paying rent, and the total pipeline falls below $10.5 million.
Why it matters: Acadia raised its FFO range in Q2. The next report will show whether results support that higher range.
Watch forThe next earnings report keeps 2026 FFO As Adjusted guidance at $1.24-$1.26 per share or raises it.
Also watch forThe next earnings report cuts the 2026 FFO As Adjusted range below $1.24 per share.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$67 on $10,000 · ±0.7% | How much price usually moves either way. |
| Bad day | $202 loss on $10,000 · 2.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,042 loss on $10,000 · 20.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.