Seritage Growth Properties (SRG)
NYSEReal EstateReit - RetailSnapshot 2026-09-04
$2.08-4.15%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - RetailSnapshot 2026-09-04
QuarterlyIQ Insights · SRG
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.
Continue executing the Plan of Sale by selling remaining properties and exploring strategic transactions to maximize shareholder value.
Stated as a priority in 2 of last 2 quarters. The Company generated $11.0 million in gross proceeds in 2026-Q2 and an additional $3.0 million subsequent to quarter end, and entered into a $50.8 million option purchase agreement for a Dallas property. Management's trajectory is delivering progress on monetizing assets under the Plan of Sale.
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 54% of the time over the next year (vs 54% for the rest of the cohort, n=2778).
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 continue our efforts on the plan of sale and explore the possibility of a strategic transaction as we simplify our portfolio.”
“We simultaneously continue our efforts to monetize our remaining assets pursuant to our plan of sale.”
Continue paying quarterly dividends on the 7.00% Series A Cumulative Redeemable Preferred Shares as declared by the Board of Trustees.
Preferred share dividend payments were declared in 3 of last 3 quarters, with consistent $0.4375 per share dividends each quarter in 2026. The Board has maintained this capital allocation priority steadily.
“Board declared cash dividend of $0.4375 per share of the Company's 7.00% Series A Preferred Shares on July 28, 2026.”
“Board declared cash dividend of $0.4375 per share of the Company's 7.00% Series A Preferred Shares on April 20, 2026.”
“Board declared cash dividend of $0.4375 per share of the Company's 7.00% Series A Preferred Shares on February 25, 2026.”
Ensure leadership stability by renewing and amending the CEO's employment agreement with increased bonus targets.
Newly stated in 2026-Q2. The Company amended and restated the CEO's employment agreement to continue his role with an increased bonus target, indicating a focus on leadership continuity.
“CEO Adam Metz's employment agreement was amended and restated, continuing his role with an increased bonus target.”
Over the trailing year it converted 0.63x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
26 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated volatile grew net income 54% of the time over the next year (vs 51% for the rest of the cohort, n=658).
Not investment advice. As of 2026-09-04.