American Realty Investors, Inc. (ARL)
NYSEReal EstateReal Estate - ServicesSnapshot 2026-09-04
$15.60-6.92%
Close 2026-09-04 · 1-day change
NYSEReal EstateReal Estate - ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · ARL
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 management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
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.
Focus on raising occupancy rates and revenue specifically from commercial real estate assets.
Stated as a priority in 2 of last 2 quarters. Revenue increased from $12.0 million in 2026-Q1 to $12.9 million in 2026-Q2, driven by higher occupancy at commercial properties, which was 58% in 2026-Q2. Management is delivering on this priority with rising commercial occupancy and revenue.
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 weak grew net income 54% of the time over the next year (vs 54% for the rest of the cohort, n=2778).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Increase in revenue from commercial properties is primarily due to an increase in occupancy at Stanford Center.”
“Increase in revenue from our commercial properties is primarily due to an increase in occupancy at Stanford Center.”
Control and monitor operating expenses incurred from lease-up activities at development properties.
Stated as a priority in 2 of last 2 quarters. Operating expenses related to lease-up properties increased by $1.4 million in 2026-Q1 and by $1.6 million in 2026-Q2, contributing to higher net operating losses of $2.2 million and $2.5 million respectively. Management continues to focus on managing these costs but expenses have increased, indicating limited progress in cost containment.
“Increase in net operating loss was primarily due to a $1.6 million increase in operating expenses from the lease-up properties.”
“Increase in net operating loss was primarily due to a $1.4 million increase in operating expenses from the lease-up properties.”
Enhance profitability and earnings per share through operational improvements and revenue growth.
Stated as a priority in 2 of last 2 quarters. Net income attributable to common shares declined from $2.8 million in 2025-Q2 to a net loss of $1.0 million in 2026-Q2, and diluted EPS fell from $0.18 to -$0.06 over the same period. Despite management focus, profitability and EPS have declined, indicating challenges in improving earnings.
“Net loss attributable to common shares of $1.0 million or $0.06 per share compared to net income of $2.8 million or $0.18 per share in 2025-Q2.”
“Net loss attributable to common shares of $0.6 million or $0.03 per share compared to net income of $3.0 million or $0.18 per share in 2025-Q1.”
Over the trailing year it converted -20.37x of net income into operating cash flow. Historically, Real Estate names rated fragile grew net income 30% of the time over the next year (vs 59% for the rest of the cohort, n=2211).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
1 material management or governance event in the past 24 months, led by legal/regulatory items. Historically, Real Estate names rated stable grew net income 43% of the time over the next year (vs 55% for the rest of the cohort, n=685).
Not investment advice. As of 2026-09-04.