Seritage Growth Properties (SRG)
NYSEReal EstateReit - RetailSnapshot 2026-11-04
$1.76+4.14%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - RetailSnapshot 2026-11-04
QuarterlyIQ Insights · SRG
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 well 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 | 860.9% |
| Our one-year growth estimate | diamond | -34.4% |
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
Most sensitive to the broad stock market.
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 895.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 17 industry peers
SRG — dividend update
Dated 2026-10-27
Other Events. On October 27, 2026, the Board of Trustees of Seritage Growth Properties (the "Company") declared a cash dividend of $0.4375 per share of the Company's 7.00% Series A Cumulative Redeemable Preferred Shares. The preferred dividend will be paid on January 15, 2027 to holders of record on December 31, 2026. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto…
Why it matters: A completed sale would bring in $50.8 million before costs. The deal also depends on a sale of a nearby parcel.
Supportive ifA company filing confirms the buyer used its option. The sale closed for about $50.8 million before costs.
Worry ifThe buyer does not use the option by January 1, 2028, or either linked sale fails to close.
Why it matters: Asset sales are central to Seritage's Plan of Sale. Q2 brought $11.0 million, plus $3.0 million after quarter end.
Supportive ifThe next report lists at least one more completed asset sale and reports gross proceeds above $3.0 million for the quarter.
Worry ifThe next report lists no completed asset sales and no new sale proceeds.
Why it matters: The related shareholder cases are stayed while the court handles the securities case. A ruling could affect when those cases move again.
Watch forA court docket shows the motion to dismiss the securities case was granted. Related cases remain paused or are dismissed.
Also watch forA court docket denies the motion to dismiss or lifts a stay and allows a related case to proceed.
Why it matters: The board declared another $0.4375 dividend, due January 15, 2027. A new declaration would keep the recent payment pattern intact.
Supportive ifA company filing declares another $0.4375 per share Series A preferred dividend. It is for the next payment date.
Worry ifThe board cuts, skips, or delays the next Series A preferred dividend.
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 | ±$173 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $431 loss on $10,000 · 4.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,271 loss on $10,000 · 62.7% | 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.
Why it matters: Management is exploring a possible strategic transaction while selling assets. A signed deal would change the path of the sale plan.
Supportive ifA company filing names a strategic buyer or partner and gives signed deal terms.
Worry ifThe November 13 report says the review is still open. It names no counterparty and has no signed terms.