Gladstone Commercial Corp. (GOOD)
NASDAQReal EstateReit - DiversifiedSnapshot 2026-11-04
$10.89-5.55%
Close 2026-11-04 · 1-day change
NASDAQReal EstateReit - DiversifiedSnapshot 2026-11-04
QuarterlyIQ Insights · GOOD
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -43.1% |
| Our one-year growth estimate | diamond | 1.5% |
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 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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 44.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 11 industry peers · Company calendar date is not available
GOOD — earnings in line
Dated 2026-11-03
Results of Operations and Financial Condition. On November 3, 2026, Gladstone Commercial Corporation issued a press release announcing its financial results for the third quarter ended September 30, 2026. The text of the press release is included as Exhibit 99.1 to this Current Report on Form 8-K. Pursuant to the rules and regulations of the Securities and Exchange Commission, such exhibit and the information set forth therein and herein are deemed to be furnished and shall not be deemed to b…
Why it matters: Leased space held at 98.7% in Q2. A drop could weaken rent growth and cash flow.
Worry ifThe Q3 report shows leased space below 98.7%.
Less concerning ifThe Q3 report shows leased space at or above 98.7%, with new leases or renewals reported.
Why it matters: Q2 Core FFO rose to $0.38 per share, but a lease termination fee helped. Higher repeat earnings would give stronger proof of growth.
Supportive ifQ3 Core FFO is above $0.38 per share, and the report does not rely on a lease termination fee for the increase.
Worry ifQ3 Core FFO is $0.38 per share or lower, or a one-time fee drives the increase.
Why it matters: Management reported full rent collection through July. A shortfall would test its claim that tenants can handle the current economy.
Worry ifThe Q3 report shows less than 100% of cash rent due was collected, or reports rent deferrals or unpaid rent.
Less concerning ifThe Q3 report confirms 100% of cash rent due was collected, with no new rent deferrals.
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 | ±$69 on $10,000 · ±0.7% | How much price usually moves either way. |
| Bad day | $241 loss on $10,000 · 2.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,775 loss on $10,000 · 17.8% | 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.