JBG Smith (JBGS)
NYSEReal EstateReit - DiversifiedSnapshot 2026-11-05
$12.45+1.30%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - DiversifiedSnapshot 2026-11-05
QuarterlyIQ Insights · JBGS
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.
We expect to fund growth opportunities through a combination of asset sales and private equity joint ventures, choosing among these sources based on their relative cost of capital and availability at…
Stated in 3 of 3 supplied quarters. Management reported: “ Financial and Operating Metrics For the three months ended June 30, 2026, we reported Core FFO attributable to common shares of $10.4 million, or $0.18 per diluted share.” “This strategic joint venture follows through on our plan to attract private capital partners to scale and diversify our distressed office investment strategy while also enhancing the efficiency of our platform with incremental fee revenue and potential carried interest income.”
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 2 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated weak grew net income 55% of the time over the next year (vs 54% for the rest of the cohort, n=2781).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We expect to fund growth opportunities through a combination of asset sales and private equity joint ventures — choosing among these sources based on their relative cost of capital and availability a…”
“We expect to fund growth opportunities through a combination of asset sales and private equity joint ventures — choosing among these sources based on their relative cost of capital and availability a…”
“We expect to fund growth opportunities through a combination of asset sales and private equity joint ventures – choosing among these sources based on their relative cost of capital and availability a…”
To support a healthier long-term office market in National Landing, we have reduced our office inventory by more than 25% since our formation by repurposing older, underutilized office buildings fo…
Stated in 3 of 3 supplied quarters. Management reported: “ To support a healthier long-term office market in National Landing, we have reduced our office inventory by more than 25% since our formation by repurposing older, underutilized office buildings for redevelopment or conversion to multifamily housing, hospitality, and other complementary uses that create a vibrant mixed-use environment.” “In total, these four conversions will take an additional 1.0 million square feet of obsolete office space out of service in National Landing.”
“ To support a healthier long-term office market in National Landing, we have reduced our office inventory by more than 25% since our formation by repurposing older, underutilized office buildings fo…”
“ To help foster a healthier long-term office market in National Landing, we have been reducing competitive stock by repurposing older, underutilized office buildings for redevelopment or conversion…”
“Our rationale for reducing competitive stock in National Landing remains the same: to help foster a healthier long-term office market while repurposing older, underutilized buildings for redevelopmen…”
Our floating rate exposure remains low, with 84.2% of our debt fixed or hedged as of the end of the second quarter, after accounting for in-place interest rate swaps and caps.
Stated in 3 of 3 supplied quarters. Management reported: “ Our floating rate exposure remains low, with 84.2% of our debt fixed or hedged as of the end of the second quarter, after accounting for in-place interest rate swaps and caps.” “In the near term, we expect our leverage will moderate through additional income from the stabilization of these newly constructed multifamily assets and additional commercial revenue from our signed but not yet commenced leases.”
“ Our floating rate exposure remains low, with 84.2% of our debt fixed or hedged as of the end of the second quarter, after accounting for in-place interest rate swaps and caps.”
“In the near term, we expect our leverage will moderate through additional income from the stabilization of these newly constructed multifamily assets and additional commercial revenue from our signed…”
“In the near term, we expect our leverage will moderate through additional income from the stabilization of these newly constructed multifamily assets and additional commercial revenue from our signed…”
Focus on disciplined capital allocation, balance sheet flexibility, and investing in growth opportunities to enhance NAV per share over time.
Increase leasing rates and occupancy levels in multifamily and office assets, focusing on National Landing and defense-tech tenants.
Over the trailing year it converted -0.94x of net income into operating cash flow.
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).
2 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated stable grew net income 54% of the time over the next year (vs 56% for the rest of the cohort, n=2933).
Not investment advice. As of 2026-11-05.