Douglas Emmett (DEI)
NYSEReal EstateReit - OfficeSnapshot 2026-11-05
$10.42-1.51%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 2026-11-05
QuarterlyIQ Insights · DEI
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 sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -52.7% |
| Our one-year growth estimate | diamond | 4.1% |
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
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and real (inflation-adjusted) 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 56.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 12 industry peers · Company calendar date is not available
DEI — President transition
Dated 2026-04-10
Director — Leslie E. Bider: Mr. Leslie E. Bider retired as a director, and Mr. Andy Cohen was elected to the Board.
Why it matters: DEI has paid $0.19 per share each quarter since 2025-Q3. A continued payment would show the dividend priority remains in place.
Supportive ifDEI declares and pays a quarterly dividend of $0.19 per share.
Worry ifDEI cuts or suspends the quarterly dividend below $0.19 per share.
Why it matters: DEI kept its 2026 FFO range, though higher rates may offset better operating results. The next report can test that range.
Supportive ifThe next report keeps 2026 FFO guidance at $1.39–$1.43 per share or raises it.
Worry ifManagement cuts 2026 FFO guidance below $1.39 per share.
Why it matters: Q2 office leases were 3.2% more valuable than the leases they replaced. Most of the gain is due over the next year.
Supportive ifA future report shows positive office same-lease rent growth, with cash NOI improving from Q2's $152 million.
Worry ifOffice same-lease rent growth turns negative, or cash NOI falls below Q2's $152 million.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$135 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $314 loss on $10,000 · 3.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,714 loss on $10,000 · 27.1% | 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.