Clipper Realty, Inc. (CLPR)
NYSEReal EstateReit - ResidentialSnapshot 2026-09-04
NYSEReal EstateReit - ResidentialSnapshot 2026-09-04
QuarterlyIQ Insights · CLPR
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.
Met or beat guidance 0% of the last 1 guided quarters · -200.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on strong residential leasing, high occupancy, and resolving lender issues at 250 Livingston Street office property.
Stated as a priority in 3 of last 3 quarters. Residential revenues increased from $29.1M in 2025-Q2 to $32.2M in 2026-Q2, while total revenues slightly declined from $39.0M to $38.6M due to commercial lease termination. Net operating income declined modestly from $22.8M to $21.6M. Management has consistently emphasized strong residential leasing and progress on lender issues at 250 Livingston Street, with the trajectory showing mixed results but ongoing focus.
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=3706).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Continued strong residential leasing and significant progress made towards resolving lender issues at our 250 Livingston Street office property.”
“Continued strong residential leasing and significant progress made towards resolving lender issues at our 250 Livingston Street office property.”
“We expect these results to significantly improve as leasing progresses and the property stabilizes in 2026.”
Drive revenue growth primarily via residential leasing and new commercial leases at stabilized properties.
Stated as a priority in 3 of last 3 quarters. Residential rental income grew from $29.2M in 2025-Q1 to $32.2M in 2026-Q2, reflecting strong leasing and rent increases. However, commercial rental income declined from $10.2M to $6.4M due to lease termination. Management's focus on leasing is delivering growth in residential revenue but commercial revenue is declining, showing mixed progress.
“New free market leases exceeded previous rents by 13% and renewals by over 5%, with major residential properties leased at record levels.”
“New free market leases exceeded previous rents by 7% and renewals by over 5%, with major residential properties leased at record levels.”
“We expect these results to significantly improve as leasing progresses and the property stabilizes in 2026.”
Enhance operating income through cost management and leasing gains despite challenges at office properties.
Stated as a priority in 3 of last 3 quarters. Operating income improved significantly from a loss of $23.6M in 2025-Q1 to a positive $4.4M in 2026-Q1, but declined slightly from $10.8M in 2025-Q2 to $9.3M in 2026-Q2. Management's focus on improving operating income shows delivering results in early 2026 but some decline in Q2, reflecting mixed progress.
“Income from operations of $9.3 million for the second quarter of 2026 vs $10.8 million for the second quarter of 2025.”
“Quarterly income from operations of $4.4 million for the first quarter of 2026 vs a loss from operations of $23.6 million for the first quarter of 2025.”
“Income from operations was $8.1 million for the fourth quarter of 2025.”
Continue paying a quarterly dividend of $0.095 per share to shareholders.
Stated as a priority in 2 of last 2 quarters. The company declared and paid a consistent dividend of $0.095 per share in both Q1 and Q2 2026. Management is maintaining this dividend level, showing delivering on this capital allocation commitment.
“Declared a dividend of $0.095 per share for the second quarter of 2026.”
“Declared a dividend of $0.095 per share for the first quarter of 2026.”
Over the trailing year it converted -0.49x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
17 material management or governance events in the past 24 months, led by legal/regulatory items. Historically, Real Estate names rated neutral grew net income 56% of the time over the next year (vs 48% for the rest of the cohort, n=877).
Not investment advice. As of 2026-09-04.