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Upturn AI SWOT - About
AKR 
Acadia Realty Trust (AKR)
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Upturn Advisory Summary
04/01/2025: AKR (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 10.42% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.69B USD | Price to earnings Ratio 109.11 | 1Y Target Price 26.67 |
Price to earnings Ratio 109.11 | 1Y Target Price 26.67 | ||
Volume (30-day avg) 1295201 | Beta 1.52 | 52 Weeks Range 15.56 - 25.83 | Updated Date 04/1/2025 |
52 Weeks Range 15.56 - 25.83 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.82% | Basic EPS (TTM) 0.19 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.76% | Operating Margin (TTM) 19.3% |
Management Effectiveness
Return on Assets (TTM) 1.22% | Return on Equity (TTM) 0.35% |
Valuation
Trailing PE 109.11 | Forward PE 66.67 | Enterprise Value 4125409755 | Price to Sales(TTM) 7.15 |
Enterprise Value 4125409755 | Price to Sales(TTM) 7.15 | ||
Enterprise Value to Revenue 11.47 | Enterprise Value to EBITDA 17.2 | Shares Outstanding 119680000 | Shares Floating 118916372 |
Shares Outstanding 119680000 | Shares Floating 118916372 | ||
Percent Insiders 0.51 | Percent Institutions 116.58 |
Analyst Ratings
Rating 3.86 | Target Price 27.5 | Buy - | Strong Buy 3 |
Buy - | Strong Buy 3 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Acadia Realty Trust
Company Overview
History and Background
Acadia Realty Trust was founded in 1998. It is a REIT focused on retail properties located primarily in high-barrier-to-entry, urban and densely populated suburban areas. The company has grown through acquisitions, development, and redevelopment of properties.
Core Business Areas
- Core Portfolio: Ownership, redevelopment, and management of a portfolio of retail and mixed-use properties located in urban and densely populated suburban areas.
- Fund Business: Investment management business through which Acadia manages a series of closed-end, value-add investment funds.
Leadership and Structure
Kenneth F. Bernstein is the Chairman and CEO. The company has a standard REIT organizational structure with a Board of Trustees and executive management team.
Top Products and Market Share
Key Offerings
- Retail Properties: Acadia owns and manages retail properties primarily in urban corridors. It's difficult to pinpoint precise market share in the entire retail real estate market, but it competes with larger REITs. Competitors: Simon Property Group (SPG), Federal Realty Investment Trust (FRT).
- Investment Funds: Acadia manages closed-end funds investing in retail properties. It competes with other real estate private equity firms. Competitors: Blackstone Real Estate, Brookfield Asset Management.
Market Dynamics
Industry Overview
The retail real estate industry is experiencing mixed trends, with challenges from e-commerce offset by demand for experiential retail and mixed-use developments. Interest rates and inflation impact profitability.
Positioning
Acadia focuses on high-barrier-to-entry markets and mixed-use properties, giving it a differentiated strategy. They aim for stable, high-growth areas that can withstand changes in consumer demands.
Total Addressable Market (TAM)
The total addressable market is in the trillions for retail real estate. Acadia's positioning allows it to target high-value, stable sub-segments within that TAM.
Upturn SWOT Analysis
Strengths
- Focus on high-barrier-to-entry markets
- Experienced management team
- Diversified revenue streams (property income and fund management fees)
- Strong relationships with tenants
Weaknesses
- Sensitivity to economic downturns
- High debt levels typical of REITs
- Geographic concentration
- Reliance on retail sector performance
Opportunities
- Expansion into new urban markets
- Development of mixed-use projects
- Growth of fund management business
- Acquisitions of undervalued properties
Threats
- Rising interest rates
- E-commerce competition
- Economic recession
- Changes in consumer spending habits
Competitors and Market Share
Key Competitors
- SPG
- FRT
- REG
Competitive Landscape
Acadia has a differentiated strategy focused on high-barrier-to-entry markets. Its size is smaller than Simon Property Group but larger than other REITs. FRT focuses on similar demographics but also has a different area of specialization.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Acadia's historical growth has been driven by acquisitions, development, and redevelopment of retail properties. Growth rates fluctuate based on economic conditions.
Future Projections: Future projections are based on analyst estimates and company guidance. Projections should be confirmed with recent reports.
Recent Initiatives: Recent initiatives include focusing on core urban markets, developing mixed-use projects, and growing the fund management business.
Summary
Acadia Realty Trust is a REIT focused on urban retail properties. It has a differentiated strategy of targeting high-barrier-to-entry markets. While it is subject to risks like economic downturns and e-commerce competition, it benefits from an experienced management team and diversified revenue streams. Growth opportunities lie in expanding into new markets and developing mixed-use projects.
Similar Companies
BRX
Brixmor Property
BRX
Brixmor Property
FRT
Federal Realty Investment Trust
FRT
Federal Realty Investment Trust
REG
Regency Centers Corporation
REG
Regency Centers Corporation
SPG
Simon Property Group Inc
SPG
Simon Property Group Inc
Sources and Disclaimers
Data Sources:
- Acadia Realty Trust Investor Relations
- SEC Filings
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions are volatile. Consult with a qualified financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Acadia Realty Trust
Exchange NYSE | Headquaters Rye, NY, United States | ||
IPO Launch date 1993-05-26 | President, CEO & Trustee Mr. Kenneth F. Bernstein | ||
Sector Real Estate | Industry REIT - Retail | Full time employees 129 | Website https://www.acadiarealty.com |
Full time employees 129 | Website https://www.acadiarealty.com | ||
Acadia Realty Trust is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual " Core Portfolio and Fund " operating platforms and its disciplined, location-driven investment strategy. Acadia Realty Trust is accomplishing this goal by building a best-in-class core real estate portfolio with meaningful concentrations of assets in the nation's most dynamic corridors; making profitable opportunistic and value-add investments through its series of discretionary, institutional funds; and maintaining a strong balance sheet.
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