SL Green Realty (SLG)
NYSEReal EstateReit - OfficeSnapshot 2026-11-04
NYSEReal EstateReit - OfficeSnapshot 2026-11-04
QuarterlyIQ Insights · SLG
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 this business ranks within real estate on a research-validated quality screen. As of 2026-11-04.
The screen ranks SLG against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
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=3680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
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.
• The Company is increasing its previously announced 2026 FFO guidance range for the year ending December 31, 2026 from $5.60 - $5.90 per share to $6.50 - $6.70 per share, which reflects $1.10 per sh…
Stated in 3 of 5 supplied quarters. Management reported: “• The Company is increasing its previously announced 2026 FFO guidance range for the year ending December 31, 2026 from $5.60 - $5.90 per share to $6.50 - $6.70 per share, which reflects $1.10 per share of incremental income from the sale of a 20% joint venture interest in an entity related to the Company's food and beverage hospitality operations, offset by $0.25 per share attributable to the higher interest rate environment.”
“• The Company is increasing its previously announced 2026 FFO guidance range for the year ending December 31, 2026 from $5.60 - $5.90 per share to $6.50 - $6.70 per share, which reflects $1.10 per sh…”
“• The Company is increasing its 2026 FFO guidance range for the year ending December 31, 2026 from $4.40 - $4.70 per share to $5.60-$5.90 per share, an increase of $1.20 per share at the midpoint, re…”
“• The Company reaffirms its previously announced 2026 FFO guidance range of FFO of $4.40 to $4.70 per share, with a midpoint of $4.55 per share.”
The Company expects to increase Manhattan same-store office occupancy, inclusive of leases signed but not yet commenced, to 95.0% by December 31, 2026.
Stated in 3 of 5 supplied quarters. Management reported: “The Company expects to increase Manhattan same-store office occupancy, inclusive of leases signed but not yet commenced, to 95.0% by December 31, 2026.” “The Company expects to increase Manhattan same-store office occupancy, inclusive of leases signed but not yet commenced, to 93.2% by December 31, 2025.”
The new dividend level will allow the Company to retain incremental liquidity for investment opportunities, which may include discounted debt extinguishments, share repurchases or ongoing development…
Stated in 1 of 5 supplied quarters. Management reported: “The new dividend level will allow the Company to retain incremental liquidity for investment opportunities, which may include discounted debt extinguishments, share repurchases or ongoing development projects.”
“The new dividend level will allow the Company to retain incremental liquidity for investment opportunities, which may include discounted debt extinguishments, share repurchases or ongoing development…”
Sign Manhattan office leases and achieve rents above the previous fully escalated rents on the same spaces.
Use property transactions, joint ventures, and refinancing activity to manage the real estate portfolio and corporate financing.
Over the trailing year it converted -0.48x of net income into operating cash flow.
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by M&A activity. 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 2026-11-04.
“The Company expects to increase Manhattan same-store office occupancy, inclusive of leases signed but not yet commenced, to 95.0% by December 31, 2026.”
“The Company expects to increase Manhattan same-store office occupancy, inclusive of leases signed but not yet commenced, to 95.0% by December 31, 2026.”
“The Company expects to increase Manhattan same-store office occupancy, inclusive of leases signed but not yet commenced, to 93.2% by December 31, 2025.”