Clipper Realty, Inc. (CLPR)
NYSEReal EstateReit - ResidentialSnapshot 2026-09-04
NYSEReal EstateReit - ResidentialSnapshot 2026-09-04
QuarterlyIQ Insights · CLPR
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 recently climbed back into the top half of its industry — confirming the recovery.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -76.1% |
| Our one-year growth estimate | diamond | 3.4% |
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 same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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 79.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 16 industry peers · Company calendar date is not available
CLPR — earnings miss
Dated 2026-05-14
and Exhibit 99.1 attached hereto shall not be deemed “ filed ” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ” ), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific referencing in such filing.
Why it matters: This property affects Clipper's money situation and how they work with lenders.
Watch forThe lender does not start foreclosure after the marketing period ends.
Also watch forThe lender starts foreclosure on the property.
Why it matters: Growth in leasing revenue is important for stable overall revenue. It shows market demand.
Supportive ifLeasing revenue grows above $38.1 million in the next quarter.
Worry ifLeasing revenue stays flat or drops below $37.7 million.
Why it matters: Fixing lender problems can help Clipper Realty run better and lower financial risk.
Watch forA formal agreement with the lender to resolve issues is reached.
Also watch forNo progress is made, and the lender takes action to foreclose.
Why it matters: Better AFFO means improved cash flow. This is important for stability.
Supportive ifAFFO reaches $5 million or more in a future quarter.
Worry ifAFFO is still below $3 million. This shows ongoing financial strain.
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.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$155 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $368 loss on $10,000 · 3.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,336 loss on $10,000 · 33.4% | 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.
Why it matters: Improving operating income is crucial after a recent decline. This shows financial health.
Supportive ifOperating income increases from $4.4 million in Q1 to above $5 million in Q2.
Worry ifOperating income stays below $4.4 million in Q2.
Why it matters: Stabilizing commercial revenue is important. It helps offset losses from the NYC lease.
Watch forCommercial revenue is expected to grow or stay steady above $6.4 million next quarter.
Also watch forCommercial revenue drops below $6 million. This shows ongoing problems.
Why it matters: High leasing rates help revenue grow and reduce losses from commercial properties.
Supportive ifResidential leasing rates are over 10% higher than before for two straight quarters.
Worry ifResidential leasing rates drop below past rents or occupancy falls a lot.
Why it matters: A big drop in commercial revenue may show serious problems in the office market.
Worry ifQ2 commercial revenue declines more than 40% year over year.
Less concerning ifCommercial revenue is stable or growing compared to Q1 2026.
Why it matters: The court case outcome could affect money stability and trust from investors. Updates matter.
Watch forA settlement or good ruling in the court case.
Also watch forA bad ruling or more problems in the court case.
Why it matters: Keeping the dividend shows that the company is stable. It also shows they care about shareholders.
Supportive ifThe company declares a dividend of $0.095 per share for Q3.
Worry ifThe company cuts the dividend below $0.095 per share.
Why it matters: A recovery in AFFO shows better cash flow. This means more financial stability.
Supportive ifAFFO for Q2 2026 exceeds $2.3 million reported in Q1 2026.
Worry ifAFFO for Q2 2026 falls below $2.3 million.
Why it matters: Strong growth in residential revenue shows high demand. Leasing strategies are working well.
Supportive ifResidential revenues increase by more than 10% compared to the same quarter last year.
Worry ifResidential revenue growth is below 5% YoY. This shows demand is weakening.
Why it matters: Earnings results will provide insight into financial health and operational performance. A miss could raise concerns.
Worry ifEarnings beat what analysts expected, showing a good trend.
Less concerning ifEarnings did not meet expectations again. This shows ongoing problems.
Why it matters: A smaller net loss shows better financial health and more efficient operations.
Supportive ifQ3 net loss is less than $5 million.
Worry ifQ3 net loss exceeds $10 million.
Why it matters: Lawsuit results can affect financial health and investor trust. It’s important to watch.
Worry ifGood outcome of the lawsuit that lowers financial risks.
Less concerning ifBad news in the lawsuit that raises financial risks.
Why it matters: The earnings report will show if the company can improve its loss-making status. This is crucial to understand its financial health.
Watch forThe earnings report shows that the company is making money again. It has positive net income.
Also watch forThe earnings report still shows losses. It makes the financial situation worse.