Tearsheet

Kite Realty Trust (KRG)


Market Price (12/28/2025): $24.1 | Market Cap: $5.3 Bil
Sector: Real Estate | Industry: Retail REITs

Kite Realty Trust (KRG)


Market Price (12/28/2025): $24.1
Market Cap: $5.3 Bil
Sector: Real Estate
Industry: Retail REITs

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.1%, Dividend Yield is 4.4%, FCF Yield is 5.4%
Trading close to highs
Dist 52W High is 0.0%
Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 58%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 51%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 33%
Weak multi-year price returns
2Y Excs Rtn is -30%, 3Y Excs Rtn is -48%
Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -1.1%
2 Low stock price volatility
Vol 12M is 25%
  Key risks
KRG key risks include [1] its significant portfolio exposure to tenants with subpar credit ratings, Show more.
3 Megatrend and thematic drivers
Megatrends include Experience Economy & Premiumization, E-commerce & DTC Adoption, and Sustainable & Green Buildings. Themes include Experiential Retail, Show more.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.1%, Dividend Yield is 4.4%, FCF Yield is 5.4%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 51%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 33%
2 Low stock price volatility
Vol 12M is 25%
3 Megatrend and thematic drivers
Megatrends include Experience Economy & Premiumization, E-commerce & DTC Adoption, and Sustainable & Green Buildings. Themes include Experiential Retail, Show more.
4 Trading close to highs
Dist 52W High is 0.0%
5 Weak multi-year price returns
2Y Excs Rtn is -30%, 3Y Excs Rtn is -48%
6 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 58%
7 Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -1.1%
8 Key risks
KRG key risks include [1] its significant portfolio exposure to tenants with subpar credit ratings, Show more.

Valuation, Metrics & Events

KRG Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

<b>1. Raised 2025 FFO Guidance:</b> Kite Realty Trust increased the midpoint of its 2025 NAREIT and Core Funds From Operations (FFO) per share guidance by $0.02. This updated guidance, provided in late October 2025, signaled management's confidence in future financial performance despite missing third-quarter earnings per share and revenue forecasts.

<br><br>

<b>2. Increased Dividend:</b> The company declared a fourth-quarter 2025 dividend of $0.29 per common share, representing a 7.4% year-over-year increase. This increased dividend, announced on October 28, 2025, is often viewed positively by investors as a sign of strong financial health and commitment to shareholder returns.

<br><br>

<b>3. Strong Operational Performance and Leasing Activity:</b> Kite Realty Trust reported a 2.1% year-over-year increase in Same Property Net Operating Income (NOI) for the third quarter of 2025. The retail portfolio's leased percentage rose to 93.9% as of September 30, 2025, reflecting a 60-basis point sequential increase, alongside the execution of new anchor leases with prominent retailers such as Whole Foods and Nordstrom Rack.

<br><br>

<b>4. Significant Share Repurchases:</b> The company completed $86.1 million in additional share repurchases, as reported on December 8, 2025. This significant capital allocation strategy can enhance shareholder value by reducing the number of outstanding shares and signaling management's belief in the company's undervaluation.

<br><br>

<b>5. Positive Analyst Sentiment:</b> Throughout the period, Kite Realty Trust maintained a consensus "Buy" rating from analysts, with an average price target of $25.33, indicating a potential 5.10% increase over the subsequent year as of late December 2025. Notably, Wells Fargo upgraded the stock from "Hold" to "Buy" in October 2025.

Show more

Stock Movement Drivers

Fundamental Drivers

The 10.1% change in KRG stock from 9/27/2025 to 12/27/2025 was primarily driven by a 35.8% change in the company's P/E Multiple.
927202512272025Change
Stock Price ($)21.8824.1010.14%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)858.98856.79-0.26%
Net Income Margin (%)20.09%16.30%-18.87%
P/E Multiple27.8737.8635.85%
Shares Outstanding (Mil)219.84219.410.19%
Cumulative Contribution10.14%

LTM = Last Twelve Months as of date shown

Market Drivers

9/27/2025 to 12/27/2025
ReturnCorrelation
KRG10.1% 
Market (SPY)4.3%31.5%
Sector (XLRE)-3.2%66.2%

Fundamental Drivers

The 8.9% change in KRG stock from 6/28/2025 to 12/27/2025 was primarily driven by a 925.0% change in the company's Net Income Margin (%).
628202512272025Change
Stock Price ($)22.1324.108.92%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)858.02856.79-0.14%
Net Income Margin (%)1.59%16.30%925.04%
P/E Multiple356.2937.86-89.37%
Shares Outstanding (Mil)219.72219.410.14%
Cumulative Contribution8.92%

LTM = Last Twelve Months as of date shown

Market Drivers

6/28/2025 to 12/27/2025
ReturnCorrelation
KRG8.9% 
Market (SPY)12.6%31.9%
Sector (XLRE)-0.7%70.1%

Fundamental Drivers

The 1.1% change in KRG stock from 12/27/2024 to 12/27/2025 was primarily driven by a 3.6% change in the company's Total Revenues ($ Mil).
1227202412272025Change
Stock Price ($)23.8424.101.10%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)827.40856.793.55%
P/S Multiple6.336.17-2.48%
Shares Outstanding (Mil)219.67219.410.12%
Cumulative Contribution1.10%

LTM = Last Twelve Months as of date shown

Market Drivers

12/27/2024 to 12/27/2025
ReturnCorrelation
KRG1.1% 
Market (SPY)17.0%55.1%
Sector (XLRE)2.3%76.8%

Fundamental Drivers

The 33.9% change in KRG stock from 12/28/2022 to 12/27/2025 was primarily driven by a 19.0% change in the company's P/S Multiple.
1228202212272025Change
Stock Price ($)18.0024.1033.90%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)760.26856.7912.70%
P/S Multiple5.196.1718.98%
Shares Outstanding (Mil)219.10219.41-0.14%
Cumulative Contribution33.90%

LTM = Last Twelve Months as of date shown

Market Drivers

12/28/2023 to 12/27/2025
ReturnCorrelation
KRG14.0% 
Market (SPY)48.0%47.6%
Sector (XLRE)6.0%73.9%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
KRG Return-20%51%1%14%15%0%60%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
KRG Win Rate50%75%42%58%75%50% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
KRG Max Drawdown-62%-4%-21%-9%-11%-22% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/26/2025 (YTD)

How Low Can It Go

Unique KeyEventKRGS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-27.7%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven38.2%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven293 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-62.9%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven169.8%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven335 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-41.4%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven70.7%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven2,288 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-89.9%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven891.7%131.3%
2008 Global Financial CrisisTime to BreakevenTime to BreakevenNot Fully Recovered days1,480 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Kite Realty Trust's stock fell -27.7% during the 2022 Inflation Shock from a high on 3/29/2022. A -27.7% loss requires a 38.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Kite Realty Trust (KRG)

Kite Realty Group Trust is a full-service, vertically integrated real estate investment trust (REIT) that provides communities with convenient and beneficial shopping experiences. We connect consumers to retailers in desirable markets through our portfolio of neighborhood, community, and lifestyle centers. Using operational, development, and redevelopment expertise, we continuously optimize our portfolio to maximize value and return to our shareholders.

AI Analysis | Feedback

Here are 1-2 brief analogies for Kite Realty Trust (KRG):

  1. Simon Property Group (SPG), but for your local grocery store's shopping center.

    (Simon Property Group is widely known for owning large, often enclosed malls; KRG specializes in open-air, grocery-anchored shopping centers that cater to daily necessities.)

  2. American Tower (AMT), but for the physical locations of retail stores instead of cell towers.

    (American Tower is a well-known REIT that owns essential infrastructure like cell towers and leases space on them; KRG owns essential retail infrastructure – shopping centers – and leases space to various businesses.)

AI Analysis | Feedback

  • Retail Space Leasing: Providing rentable space within open-air, grocery-anchored shopping centers to various retail and service tenants.
  • Property Management: Operating and maintaining their portfolio of shopping centers to ensure optimal tenant experience and property value.
  • Real Estate Development: Developing and redeveloping shopping centers to expand their portfolio and enhance asset quality.

AI Analysis | Feedback

Kite Realty Trust (KRG) is a real estate investment trust (REIT) that primarily owns and operates open-air shopping centers. As such, the company sells space (leases) primarily to other companies rather than individuals.

KRG's major customers are its retail tenants. Based on their portfolio and typical tenants for this type of REIT, key customer companies often include:

  • Publix Super Markets, Inc. (Private Company)
  • The Kroger Co. (NYSE: KR)
  • Target Corporation (NYSE: TGT)
  • The TJX Companies, Inc. (NYSE: TJX)

AI Analysis | Feedback

null

AI Analysis | Feedback

```html

John A. Kite, Chairman & Chief Executive Officer

Mr. Kite has served as Chairman of the Board since December 2008, a trustee since March 2004, and Chief Executive Officer since Kite Realty Trust's IPO in August 2004. He was also President from the IPO until December 2008. From 1997 to the IPO in 2004, he served as President and CEO of the predecessor "Kite Companies" and other affiliated entities. Mr. Kite joined the organization, which was founded in 1960, as Chief Financial Officer of Kite Development in 1990. His career began in 1987 at HarrisTrust and Savings Bank in Chicago. Under his leadership, Kite Realty Group merged with Retail Properties of America Inc. in an all-stock deal valued at $2.8 billion, which closed in October 2021. In 2019, the company sold 14 non-core properties for $415 million and a total of 24 assets for $544 million to reduce debt and improve its balance sheet.

Heath R. Fear, Executive VP, Chief Financial Officer

Mr. Fear joined Kite Realty Group as Executive Vice President and Chief Financial Officer in November 2018. Before joining Kite, he was Chief Financial Officer at GGP Inc. from 2017 to 2018, and prior to that, CFO at Retail Properties of America, Inc. (RPAI) from 2015 to 2017. Mr. Fear has over 20 years of experience in the retail real estate industry and with publicly traded REITs. His career started in law firms, moving to an in-house legal role at Prime Group Realty Trust, and then to General Growth Properties (GGP). During the Great Recession, he was part of the bankruptcy team at GGP, restructuring 105 loans totaling $15 billion, and subsequently ran GGP's capital markets group. At Kite, he directed a plan in 2019 to sell non-core assets, leading to the sale of 24 properties for $544 million, which significantly reduced debt and improved liquidity.

Thomas K. McGowan, President & Chief Operating Officer

Mr. McGowan has served as President since 2008 and Chief Operating Officer of Kite Realty Group since 2004. Before the company's IPO, he was Executive Vice President and a partner of the Kite Companies starting in 1995. Prior to his time with the Kite Companies, Mr. McGowan worked for real estate developer Mansur Development Corporation for eight years. With over 30 years of experience in real estate investment, he has been responsible for coordinating the development of various property types, including shopping centers, Class A office buildings, medical facilities, industrial buildings, planned unit developments, and full-service hotels.

David E. Buell, Senior VP & Chief Accounting Officer

As Senior Vice President and Chief Accounting Officer, Mr. Buell is responsible for overseeing Kite Realty Group's accounting, financial reporting, and tax functions. He joined the company in 2010 and previously held the position of Corporate Controller. Before joining Kite Realty Group, Mr. Buell was a Senior Manager in the audit practice at KPMG, where he specialized in the real estate sector. He possesses significant experience working with public companies and has provided assistance in multiple public equity and debt offerings.

Tyler Henshaw, Senior Vice President, Capital Markets, Investor Relations & Corporate Finance

Mr. Henshaw is responsible for facilitating capital market transactions, developing corporate finance strategy, managing investor relations, and leading financial planning and analysis within Kite Realty Group. He joined the company in 2019. Prior to his tenure at Kite Realty Group, Mr. Henshaw held various accounting and finance positions at Starwood Retail Partners, Walton Street Capital, and Ernst & Young.

```

AI Analysis | Feedback

Key Risks to Kite Realty Trust (KRG)

  1. Tenant Quality and Bankruptcies: Kite Realty Trust faces risks associated with the credit quality of its tenants. A significant portion of its portfolio includes tenants with lower-than-average credit ratings, increasing the likelihood of lease defaults, revenue losses, and higher vacancy rates. For instance, PetSmart, a major tenant, holds a subpar B1 credit rating from Moody's. Persistent exposure to bankrupt tenants could negatively impact property values and make it harder to attract new tenants or secure favorable financing.
  2. Interest Rate Fluctuations and Refinancing Risks: As a real estate investment trust (REIT), KRG is susceptible to changes in interest rates. Rising interest rates can increase the cost of debt, impacting the company's financing costs and potentially affecting its ability to refinance existing debt at favorable terms. This risk is a general factor affecting the real estate industry and specifically highlighted in KRG's forward-looking statements.
  3. Economic Conditions and Evolving Consumer Behavior: General economic downturns and shifts in consumer spending habits, including the ongoing growth of e-commerce, pose risks to Kite Realty Trust's business. While KRG focuses on necessity-based and grocery-anchored retail, a challenging economic environment can reduce consumer traffic and spending, thereby affecting tenant sales and their ability to meet lease obligations. Changes in consumer behavior or public health crises could also lead to long-term impacts on the viability of traditional retail formats.

AI Analysis | Feedback

null

AI Analysis | Feedback

Kite Realty Trust (KRG) specializes in the ownership, operation, and development of high-quality, open-air shopping centers and mixed-use assets, primarily grocery-anchored neighborhood and community centers within the United States.

The addressable markets for Kite Realty Trust's main products and services are substantial within the U.S. region:

  • The overall U.S. grocery retail market is projected to exceed $1.5 trillion by 2027, demonstrating a compound annual growth rate (CAGR) of 3.1%.
  • Investments specifically in grocery-anchored retail properties comprised approximately 22% of all retail center acquisitions in 2023. Multi-tenant, grocery-anchored retail transactions in the U.S. totaled $7.0 billion in 2024, indicating robust investment appetite.
  • U.S. open-air shopping centers are experiencing historically low vacancy rates, with only 6.2% of space available for lease as of late 2024 and early 2025, the lowest level since 2006. This scarcity, coupled with minimal new construction, creates favorable conditions for rent growth. This segment is considered to be undergoing a "retail renaissance."

Kite Realty Trust's focus is on selected markets across the U.S., particularly in high-growth Sun Belt regions and strategic gateway markets.

AI Analysis | Feedback

Expected Drivers of Future Revenue Growth for Kite Realty Trust (KRG)

Over the next 2-3 years, Kite Realty Trust (KRG) is expected to drive future revenue growth through several key strategies:

  1. Organic Rent Growth and Strong Leasing Spreads

    Kite Realty Trust consistently reports strong blended cash leasing spreads on new and renewal leases, indicating its ability to achieve higher rental rates. The company has also emphasized embedding higher rent bumps in its leases. For new and non-option renewal leases signed in the first three quarters of 2024, the average annual growth was 3.5%, a 50 basis point increase over 2023. This organic growth in minimum rents and favorable leasing spreads directly contributes to increased revenue.

  2. Increasing Occupancy Rates

    KRG is focused on driving both anchor and small shop occupancy to historical highs, with the total portfolio at 95% leased, a 160 basis point year-over-year increase as of Q3 2024. The company views recent bankruptcy-driven vacancies as opportunities to re-lease space, upgrade the tenant mix, and enhance growth. A strong signed-not-open pipeline, with an average annual base rent (ABR) significantly above the current portfolio average, is anticipated to contribute to an acceleration in same-property net operating income (NOI) growth as these leases commence.

  3. Strategic Portfolio Optimization and Focus on High-Growth Markets

    KRG is actively optimizing its portfolio through strategic asset recycling, including the disposition of non-core assets (with a disposition pipeline of approximately $500 million), and investing in high-quality, grocery-anchored, open-air shopping centers and mixed-use assets located in high-growth Sun Belt and strategic gateway markets. This strategy aims to enhance portfolio quality, diversify the tenant mix with high-credit tenants (such as Whole Foods, Crate & Barrel, Nordstrom Rack, and HomeSense), and generate long-term value creation.

AI Analysis | Feedback

Share Repurchases

  • Kite Realty Trust authorized a $150 million share repurchase program in February 2021, set to run through February 28, 2022.
  • Between July 1 and October 30, 2025, the company repurchased 3.4 million shares for approximately $75 million, completing the program announced in 2021.
  • Proceeds from anticipated non-core asset sales in late 2025, estimated at $500 million, may be deployed into future share repurchases.

Share Issuance

  • In July 2021, Kite Realty Trust merged with Retail Properties of America, Inc. (RPAI) in a 100% stock-for-stock transaction.
  • This merger resulted in each RPAI common share being converted into 0.6230 newly issued KRG common shares, with RPAI shareholders expected to own approximately 60% of the combined company's equity.
  • This transaction significantly increased KRG's shares outstanding from approximately 84.19 million in 2020 to about 180 million in 2021.

Outbound Investments

  • KRG acquired Village Commons (Miami MSA), a Publix-anchored center, for $68.4 million in Q1 2025.
  • In Q1 2025, KRG's joint venture with GIC acquired Legacy West (Dallas MSA) for $785 million, with KRG's share of the investment being $408 million.
  • The company completed one acquisition for $81.0 million and $142.1 million of dispositions in 2023.

Capital Expenditures

  • Kite Realty Trust undertook a multi-faceted, transformational redevelopment project at Glendale Town Center in Indianapolis, including new retail, multi-family, and outlot components, which was expected to be completed in 2021.
  • The company continuously optimizes its portfolio through strategic development and redevelopment, focusing on enhancing property value and appeal in high-growth Sun Belt and strategic gateway markets.

Better Bets than Kite Realty Trust (KRG)

Trade Ideas

Select ideas related to KRG. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
MPW_10312025_Short_Squeeze10312025MPWMedical Properties TrustSpecialShort Squeeze PotentialShort Squeeze Potential
Has potential for a short squeeze. High short interest, rising short interest and high debt.
-0.1%-0.1%-5.8%

Recent Active Movers

More From Trefis

Peer Comparisons for Kite Realty Trust

Peers to compare with:

Financials

KRGHPQHPEIBMCSCOAAPLMedian
NameKite Rea.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price24.1023.2624.49305.0978.16273.4051.32
Mkt Cap5.321.932.6284.9309.24,074.4158.8
Rev LTM85755,29534,29665,40257,696408,62556,496
Op Inc LTM1993,6241,64411,54412,991130,2147,584
FCF LTM2862,80062711,85412,73396,1847,327
FCF 3Y Avg2682,9781,40011,75313,879100,5037,366
CFO LTM4343,6972,91913,48313,744108,5658,590
CFO 3Y Avg4183,6723,89613,49814,736111,5598,697

Growth & Margins

KRGHPQHPEIBMCSCOAAPLMedian
NameKite Rea.HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM3.6%3.2%13.8%4.5%8.9%6.0%5.2%
Rev Chg 3Y Avg4.1%-3.9%6.5%2.6%3.7%1.8%3.2%
Rev Chg Q-1.1%4.2%14.4%9.1%7.5%9.6%8.3%
QoQ Delta Rev Chg LTM-0.3%1.1%3.7%2.1%1.8%2.1%2.0%
Op Mgn LTM23.2%6.6%4.8%17.7%22.5%31.9%20.1%
Op Mgn 3Y Avg19.2%7.4%7.2%16.4%24.2%30.8%17.8%
QoQ Delta Op Mgn LTM0.4%-0.2%-1.4%0.6%0.4%0.1%0.2%
CFO/Rev LTM50.7%6.7%8.5%20.6%23.8%26.6%22.2%
CFO/Rev 3Y Avg49.9%6.8%12.7%21.4%26.1%28.4%23.8%
FCF/Rev LTM33.4%5.1%1.8%18.1%22.1%23.5%20.1%
FCF/Rev 3Y Avg32.0%5.5%4.6%18.6%24.6%25.6%21.6%

Valuation

KRGHPQHPEIBMCSCOAAPLMedian
NameKite Rea.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap5.321.932.6284.9309.24,074.4158.8
P/S6.20.41.04.45.410.04.9
P/EBIT19.26.819.925.122.531.321.2
P/E37.98.6572.736.029.941.036.9
P/CFO12.25.911.221.122.537.516.7
Total Yield7.1%14.1%2.3%5.0%5.4%2.8%5.2%
Dividend Yield4.4%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg5.3%10.6%5.5%6.4%6.0%3.1%5.7%
D/E0.60.50.70.20.10.00.4
Net D/E0.60.30.60.20.00.00.3

Returns

KRGHPQHPEIBMCSCOAAPLMedian
NameKite Rea.HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn4.5%-1.8%14.4%0.6%2.7%-1.5%1.7%
3M Rtn10.1%-11.9%2.7%7.9%17.0%7.1%7.5%
6M Rtn8.9%-4.0%34.5%6.6%15.2%36.3%12.1%
12M Rtn1.1%-27.0%16.2%40.5%34.5%7.5%11.8%
3Y Rtn33.9%-1.9%71.1%143.1%81.3%120.2%76.2%
1M Excs Rtn2.3%-5.6%12.9%-2.2%-0.0%-3.7%-1.1%
3M Excs Rtn5.8%-16.2%-1.7%3.6%12.7%2.8%3.2%
6M Excs Rtn-3.3%-16.3%22.3%-5.7%3.0%24.0%-0.2%
12M Excs Rtn-15.5%-42.9%-0.7%25.0%19.9%-8.4%-4.6%
3Y Excs Rtn-48.4%-83.5%-11.2%59.6%-1.2%28.4%-6.2%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Rental income810782367258308
Other property-related revenue811596
Fee income49100
Total823802373267315


Price Behavior

Price Behavior
Market Price$24.10 
Market Cap ($ Bil)5.3 
First Trading Date08/12/2004 
Distance from 52W High0.0% 
   50 Days200 Days
DMA Price$22.78$21.99
DMA Trendindeterminateup
Distance from DMA5.8%9.6%
 3M1YR
Volatility18.7%24.7%
Downside Capture6.6076.00
Upside Capture51.6165.11
Correlation (SPY)31.7%55.2%
KRG Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta0.260.560.570.730.730.77
Up Beta-0.360.490.731.050.790.73
Down Beta0.091.060.810.630.600.73
Up Capture87%51%40%57%51%48%
Bmk +ve Days13263974142427
Stock +ve Days10212962119382
Down Capture18%28%44%73%92%96%
Bmk -ve Days7162452107323
Stock -ve Days9203361124354

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of KRG With Other Asset Classes (Last 1Y)
 KRGSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return0.8%2.7%17.8%72.1%8.6%4.4%-8.2%
Annualized Volatility24.5%16.8%19.4%19.3%15.2%17.0%35.0%
Sharpe Ratio-0.02-0.010.722.700.340.09-0.08
Correlation With Other Assets 76.8%55.2%-2.1%17.9%80.3%14.4%

ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of KRG With Other Asset Classes (Last 5Y)
 KRGSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return13.8%5.3%14.7%18.7%11.5%4.6%30.8%
Annualized Volatility28.5%19.1%17.1%15.5%18.7%18.9%48.6%
Sharpe Ratio0.480.190.700.970.500.160.57
Correlation With Other Assets 68.1%52.7%5.7%18.4%73.1%23.1%

ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of KRG With Other Asset Classes (Last 10Y)
 KRGSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return4.7%6.3%14.8%15.3%7.0%5.3%69.2%
Annualized Volatility36.9%20.6%18.0%14.7%17.6%20.8%55.8%
Sharpe Ratio0.240.270.710.860.320.220.90
Correlation With Other Assets 66.9%53.7%1.8%23.9%73.8%15.1%

ETFs used for asset classes: Sector ETF = XLRE, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity14,099,413
Short Interest: % Change Since 113020259.2%
Average Daily Volume1,995,049
Days-to-Cover Short Interest7.07
Basic Shares Quantity219,408,533
Short % of Basic Shares6.4%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
10/29/2025-1.6%-1.0%3.1%
7/30/2025-4.2%-4.8%-1.6%
4/29/20250.5%2.7%3.5%
2/11/2025-3.2%-5.7%-10.4%
10/30/2024-1.4%3.9%5.9%
7/30/2024-3.3%-5.1%2.0%
4/30/2024-1.7%-1.1%-1.7%
2/13/2024-1.4%0.0%-3.3%
...
SUMMARY STATS   
# Positive111415
# Negative141110
Median Positive2.3%3.6%3.5%
Median Negative-1.5%-3.4%-4.3%
Max Positive5.9%16.2%63.5%
Max Negative-5.1%-6.9%-53.4%

SEC Filings

Expand for More
Report DateFiling DateFiling
93020251030202510-Q 9/30/2025
6302025731202510-Q 6/30/2025
3312025430202510-Q 3/31/2025
12312024212202510-K 12/31/2024
93020241031202410-Q 9/30/2024
6302024731202410-Q 6/30/2024
3312024507202410-Q 3/31/2024
12312023220202410-K 12/31/2023
93020231102202310-Q 9/30/2023
6302023807202310-Q 6/30/2023
3312023503202310-Q 3/31/2023
12312022221202310-K 12/31/2022
93020221104202210-Q 9/30/2022
6302022805202210-Q 6/30/2022
3312022506202210-Q 3/31/2022
12312021228202210-K 12/31/2021