La Rosa Holdings (LRHC)
Market Price (10/19/2026): $0.7503 | Market Cap: $0.2 MilSector: Real Estate | Industry: Real Estate Services
La Rosa Holdings (LRHC)
Market Price (10/19/2026): $0.7503Market Cap: $0.2 MilSector: Real EstateIndustry: Real Estate Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Weak multi-year price returns2Y Excs Rtn is -132%, 3Y Excs Rtn is -175% | Penny stockMkt Price is 0.8 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -10 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -19% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 11687% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -8.1%, Rev Chg QQuarterly Revenue Change % is -26% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -9.4%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -9.4% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -16404% High stock price volatilityVol 12M is 205% Key risksLRHC key risks include [1] substantial doubt about its ability to continue as a going concern, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -132%, 3Y Excs Rtn is -175% |
| Penny stockMkt Price is 0.8 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -10 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -19% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 11687% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -8.1%, Rev Chg QQuarterly Revenue Change % is -26% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -9.4%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -9.4% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -16404% |
| High stock price volatilityVol 12M is 205% |
| Key risksLRHC key risks include [1] substantial doubt about its ability to continue as a going concern, Show more. |
Qualitative Assessment
AI Analysis | Feedback
La Rosa Holdings (LRHC) stock has lost about 35% since 6/30/2026 because of the following key factors:
1. Deteriorating Financial Performance and Going Concern Uncertainty.
La Rosa Holdings Corp. reported a significant decline in its financial results, with Q2 2026 revenue falling 26% to $15.1 million compared to Q2 2025, and a net loss of $(2.31) million for the quarter. For the first half of 2026, the company recorded a net loss attributable to common stockholders of $18.4 million and a stockholders' deficit of $7.8 million by June 30, 2026. Management also expressed "going concern uncertainty," stating that existing working capital and cash from operations are not expected to cover the next 12 months, necessitating additional capital.
2. Nasdaq Compliance Issues and Reverse Stock Split.
The company faced regulatory scrutiny, receiving a Nasdaq deficiency notice on August 21, 2026, due to a delayed filing of its Quarterly Report on Form 10-Q for the period ended June 30, 2026. Although compliance was regained shortly thereafter, this event signaled operational challenges. Additionally, La Rosa Holdings executed a 1-for-6 reverse stock split on September 3, 2026, often a measure taken by companies to avoid delisting, which can negatively impact investor sentiment.
Show more
La Rosa Holdings (LRHC) stock has lost about 35% since 6/30/2026 because of the following key factors:
1. Deteriorating Financial Performance and Going Concern Uncertainty.
La Rosa Holdings Corp. reported a significant decline in its financial results, with Q2 2026 revenue falling 26% to $15.1 million compared to Q2 2025, and a net loss of $(2.31) million for the quarter. For the first half of 2026, the company recorded a net loss attributable to common stockholders of $18.4 million and a stockholders' deficit of $7.8 million by June 30, 2026. Management also expressed "going concern uncertainty," stating that existing working capital and cash from operations are not expected to cover the next 12 months, necessitating additional capital.
2. Nasdaq Compliance Issues and Reverse Stock Split.
The company faced regulatory scrutiny, receiving a Nasdaq deficiency notice on August 21, 2026, due to a delayed filing of its Quarterly Report on Form 10-Q for the period ended June 30, 2026. Although compliance was regained shortly thereafter, this event signaled operational challenges. Additionally, La Rosa Holdings executed a 1-for-6 reverse stock split on September 3, 2026, often a measure taken by companies to avoid delisting, which can negatively impact investor sentiment.
3. Abrupt Strategic Pivot to AI Infrastructure.
On October 1, 2026, La Rosa Holdings announced a major strategic shift from its traditional real estate services to focus on AI infrastructure, including the acquisition of NVIDIA B300 GPUs and plans to evaluate strategic alternatives for its existing real estate operations. This sudden and drastic change in business model introduced considerable uncertainty, with shares slumping 10.17% on the announcement, as the market reacted to the unknown prospects of the company operating in an entirely new sector.
4. Challenging Real Estate Market Conditions.
The macroeconomic environment for real estate posed significant headwinds. The U.S. housing market in Q3 2026 was characterized by elevated average 30-year mortgage rates, approximately 6.5% in June 2026, which contributed to subdued market activity. This led to a projected modest nationwide home price appreciation of 1.1% year-over-year in Q2 2026, impacting the core operations of La Rosa Holdings' real estate brokerage business.
Show less
Stock Movement Drivers
Fundamental Drivers
The -34.7% change in LRHC stock from 6/30/2026 to 10/18/2026 was primarily driven by a -91.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 6302026 | 10182026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.16 | 0.76 | -34.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 63 | 56 | -10.0% |
| P/S Multiple | 0.0 | 0.0 | 702.1% |
| Shares Outstanding (Mil) | 0 | 0 | -91.0% |
| Cumulative Contribution | -34.7% |
Market Drivers
6/30/2026 to 10/18/2026| Return | Correlation | |
|---|---|---|
| LRHC | -34.7% | |
| Market (SPY) | 2.2% | -4.9% |
| Sector (XLRE) | -4.2% | -18.8% |
Fundamental Drivers
The -87.1% change in LRHC stock from 3/31/2026 to 10/18/2026 was primarily driven by a -99.3% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 3312026 | 10182026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.89 | 0.76 | -87.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 62 | 56 | -9.1% |
| P/S Multiple | 0.0 | 0.0 | 1835.6% |
| Shares Outstanding (Mil) | 0 | 0 | -99.3% |
| Cumulative Contribution | -87.1% |
Market Drivers
3/31/2026 to 10/18/2026| Return | Correlation | |
|---|---|---|
| LRHC | -87.1% | |
| Market (SPY) | 17.7% | -1.9% |
| Sector (XLRE) | 4.2% | -13.6% |
Fundamental Drivers
The -99.9% change in LRHC stock from 9/30/2025 to 10/18/2026 was primarily driven by a -99.5% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 9302025 | 10182026 | Change |
|---|---|---|---|
| Stock Price ($) | 718.00 | 0.76 | -99.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 61 | 56 | -8.1% |
| P/S Multiple | 0.0 | 0.0 | -76.5% |
| Shares Outstanding (Mil) | 0 | 0 | -99.5% |
| Cumulative Contribution | -99.9% |
Market Drivers
9/30/2025 to 10/18/2026| Return | Correlation | |
|---|---|---|
| LRHC | -99.9% | |
| Market (SPY) | 15.5% | 8.9% |
| Sector (XLRE) | 2.7% | -4.7% |
Fundamental Drivers
nullnull
Market Drivers
9/30/2023 to 10/18/2026| Return | Correlation | |
|---|---|---|
| LRHC | ||
| Market (SPY) | 84.7% | 8.9% |
| Sector (XLRE) | 36.0% | 2.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| LRHC Return | - | - | -57% | -44% | -99% | -99% | -100% |
| Peers Return | -10% | -62% | 13% | -11% | 23% | -33% | -72% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 14% | 108% |
Monthly Win Rates [3] | |||||||
| LRHC Win Rate | - | - | 33% | 42% | 17% | 10% | |
| Peers Win Rate | 31% | 31% | 46% | 48% | 46% | 34% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| LRHC Max Drawdown | - | - | - | -82% | -99% | -99% | |
| Peers Max Drawdown | -39% | -68% | -55% | -43% | -39% | -52% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: COMP, REAX, FTHM, DOUG, FAF.
[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] 2026 data is for the year up to 10/16/2026 (YTD)
About La Rosa Holdings (LRHC)
La Rosa Holdings (LRHC) is a holding company focused on the United States residential real estate market, operating through five agent-centric, technology-integrated, cloud-based, multi-service real estate companies. Its primary business, La Rosa Realty, provides person-to-person residential and commercial real estate brokerage services to the public. The company distinguishes itself by empowering approximately 2,450 independent real estate brokers and sales associates across its five corporate offices in Florida and 28 franchised/affiliated offices in other U.S. states and Puerto Rico. This "agent-centric" model provides agents with a turnkey solution, supporting them with proprietary technology, comprehensive training, and a favorable commission structure, which allows La Rosa Holdings to maintain a low fixed-cost business with recurring revenue streams.
Beyond direct brokerage, La Rosa Holdings generates revenue by cross-selling a suite of services and products primarily to its sales agents and franchisees. This includes mandatory coaching and multi-day training through its La Rosa Coaching, LLC subsidiary, focusing on advanced techniques, personal growth, and business development. The company also encourages and facilitates commercial real estate transactions through La Rosa CRE, LLC. By providing robust technology, quality education, and strong support at minimal cost to its agents, La Rosa Holdings aims to equip them to deliver personalized, high-touch services that differentiate it from internet-only or discount brokerages, ensuring a unique and guided experience for clients through significant real estate transactions.
La Rosa Holdings' growth strategy centers on expanding its network of highly trained agents, deepening agent engagement through its integrated services, and enhancing its revenue streams. The company plans to acquire complementary businesses, such as title and insurance agencies and a mortgage brokerage, to further increase gross revenues and profit margins. This focus on empowering financially independent agents, offering comprehensive support, and leveraging a personalized service approach aims to drive customer satisfaction, future referrals, and sustainable growth within the dynamic U.S. real estate market.
AI Analysis | Feedback
La Rosa Holdings is like a modern, technology-integrated **Keller Williams** or **RE/MAX**, specifically designed to empower agents with advanced coaching, proprietary tools, and a more favorable commission structure.
AI Analysis | Feedback
- Residential Real Estate Brokerage: Provides person-to-person services to the public for buying and selling residential properties under the La Rosa Realty and Better Homes Realty brands.
- Commercial Real Estate Brokerage: Facilitates the purchase, sale, and leasing of commercial real estate properties for clients through La Rosa CRE, LLC.
- Franchising Services: Licenses the La Rosa Realty brand and business model to independent real estate offices, generating recurring fees.
- Real Estate Education and Coaching: Offers comprehensive training, coaching, and educational programs to real estate agents through La Rosa Coaching, LLC to foster their professional and business growth.
- Agent Technology and Support Services: Provides proprietary and third-party technology tools and support to sales agents and franchisees to enhance their business operations.
- Property Management: Delivers property management solutions as one of its organized internal services.
AI Analysis | Feedback
La Rosa Holdings (LRHC) sells primarily to individuals, with a strong emphasis on supporting its network of agents and franchisees who serve the end consumers. Based on the provided description, its major customer categories are:
- Residential Real Estate Clients: These are individuals and families who are seeking to buy or sell residential properties. La Rosa Holdings' network of highly trained real estate brokers and sales associates provides personalized, person-to-person brokerage services to guide these clients through what may be the most expensive purchase of their lifetime.
- Commercial Real Estate Clients: This category includes individuals or businesses looking to buy, sell, or lease commercial properties. La Rosa Holdings encourages its sales agents to pursue commercial real estate transactions and requires them to utilize the services of its commercial real estate company, La Rosa CRE, LLC.
- Real Estate Agents and Franchisees: This crucial customer segment comprises the approximately 2,450 licensed real estate brokers and sales associates who operate as independent contractors under the La Rosa Realty brand, as well as the 24 franchised and four affiliated real estate brokerage offices. La Rosa Holdings cross-sells ancillary technology-based products and services, provides mandatory coaching (through La Rosa Coaching, LLC), training, and business development support to these agents and franchisees, who in turn generate significant revenue for the company through fees and commission structures. This group is explicitly highlighted as a "significant driver" of the company's growth.
AI Analysis | Feedback
AI Analysis | Feedback
Nicholas Adler, Chief Executive Officer and Interim Chief Financial Officer
Nicholas Adler was appointed Chief Executive Officer and interim Chief Financial Officer effective October 1, 2026. He has served as Chairman of the Board and Chairman of the Compensation Committee since December 2025. Mr. Adler is a licensed attorney specializing in defense litigation, bankruptcy, foreclosure, and real estate matters, having served as a partner at Brock & Scott PLLC since 2012, and previously practiced securities regulation with an international law firm in New York. He is also the Chairman of Freight Technologies (since September 2020) and a director of Aero Velocity Inc. (since November 2025). Mr. Adler was also a principal of Q&A Developments, LLC. He holds a B.A. in Political Science from Vanderbilt University and a J.D. from The Washington and Lee University School of Law.
Joseph La Rosa, Director of Real Estate Operations
Joseph La Rosa is the founder of La Rosa Holdings Corp., which was incorporated in 2021. He founded La Rosa Realty, LLC in 2004. Mr. La Rosa entered his family's commercial and residential real estate development business in 2001 and remains President of La Rosa Development, LLC. From 2008 to 2010, he co-developed the first Latino real estate franchise in the United States as President of the Casa Latino group of companies, which was ranked among the fastest-growing real estate franchises by the National Association of Realtors in 2010. He is also the author of the self-help book "Do It Now."
Deana La Rosa, Chief Operating Officer
Deana La Rosa has 25 years of experience managing teams and projects in finance and technology. She has previously served as a CEO, financial analyst, and QA manager in the lending and software development industries.
Alex Santos, Chief Technology Officer
Alex Santos holds a BS in Computer Science and has over 25 years of experience in Web Development & Technology Solutions, including creating secure and scalable web applications.
Laverne Grajales, Managing Broker
Laverne Grajales has been with La Rosa for over 11 years and currently oversees 11 corporate offices as the Managing Broker. She is an active member of the Brokers Committee for the Osceola County Association of Realtors and serves on the board of the La Rosa Foundation and Housing for All.
AI Analysis | Feedback
The key risks to La Rosa Holdings (LRHC) include:
- Intense Competition: La Rosa Holdings operates in a highly competitive residential real estate market, facing numerous established firms such as RE/MAX Holdings, Inc., Keller Williams Realty, Inc., HomeSmart, and Realogy Holdings, Corp. Additionally, the company competes with internet-based real estate brokers including Realtor.com, Fathom Holdings Inc., Redfin.com, and Zillow.com, as well as brokers offering deeply discounted or flat-fee commissions like SimpleShowing Holdings, Inc. and Homie Technology, Inc. This diverse and aggressive competitive landscape could impact the company's market share, agent retention, and profitability.
- Vulnerability to Real Estate Market Downturns: The company's business is directly tied to the residential real estate market, which has demonstrated susceptibility to economic fluctuations. For example, the market experienced a downturn in 2020 due to the COVID-19 pandemic and saw a decrease of approximately $2.3 trillion from its June 2022 peak by the end of 2022. Although the market rebounded in 2021 and has held up despite increasing mortgage rates, future adverse economic conditions or significant changes in mortgage rates could negatively impact transaction volumes and the company's financial performance.
- Reliance on Independent Contractors: La Rosa Holdings' business model heavily relies on approximately 2,450 licensed real estate brokers and sales associates who operate as independent contractors. While this "agent-centric" model contributes to lower fixed costs, it introduces risks related to agent retention and productivity, as these independent contractors may seek opportunities with competitors offering more attractive commission structures or support. The company's ability to attract and retain these agents is crucial for its continued growth and success.
AI Analysis | Feedback
AI Analysis | Feedback
AI Analysis | Feedback
Here are 3-5 expected drivers of future revenue growth for La Rosa Holdings (LRHC) over the next 2-3 years:
- Expansion of Franchised Offices and Agent Network: La Rosa Holdings aims to grow its revenue through the expansion of its franchised real estate brokerage offices and an increase in its network of licensed real estate brokers and sales associates. The company's agent-centric commission model and support are designed to attract more agents, and its low fixed-cost business model is conducive to scaling through franchising.
- Increased Cross-Selling of Ancillary Services and Coaching Programs: The company generates revenue by cross-selling ancillary technology-based products and services to its sales agents and those associated with its franchisees. Furthermore, the La Rosa Coaching, LLC subsidiary, which requires new agents to engage in coaching and training, is expected to enhance revenue by teaching advanced techniques for team building, personal growth, and business development.
- Strategic Acquisitions of Complementary Businesses: La Rosa Holdings anticipates acquiring other complementary businesses, such as title and insurance agencies and mortgage brokerages, following its offering. These acquisitions are expected to enhance gross revenues and profit margins by expanding the range of services offered and capturing additional revenue streams within the real estate transaction process.
- Expansion into Commercial Real Estate: The company encourages its sales agents to pursue commercial real estate transactions and mandates the use of services provided by its commercial real estate company, La Rosa CRE, LLC. This strategic push into commercial real estate represents a diversification of services and an additional avenue for revenue generation.
AI Analysis | Feedback
Peer Outperformance in Real Estate Services
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Health Care REITs | 15 | 14.2% | 62.0% | 55.0% | WELL 218% · CTRE 119% · OHI 116% |
| Retail REITs | 22 | 8.3% | 39.3% | 25.2% | SKT 155% · SPG 85% · MAC 58% |
| Other Specialized REITs | 11 | 5.7% | 24.9% | 12.7% | IRM 202% · LAMR 62% · OUT 59% |
| Real Estate Development | 6 | -18.2% | 15.5% | 10.5% | JOE 62% |
| Hotel & Resort REITs | 16 | 49.6% | 43.1% | 6.0% | HST 82% · RHP 73% · DRH 60% |
| Industrial REITs | 11 | 4.5% | 35.0% | -3.7% | EGP 23% · FR 18% · TRNO 6% |
| Diversified REITs | 13 | 5.5% | 33.7% | -16.5% | WPC 15% · EPRT 11% · LXP 8% |
| Single-Family Residential REITs | 4 | -0.8% | 2.2% | -18.3% | AMH -9% · ELS -17% · INVH -20% |
| Multi-Family Residential REITs | 13 | -3.1% | 5.8% | -24.9% | ESS -3% · VMRK -12% · IRT -18% |
| Office REITs | 18 | -10.3% | 26.8% | -35.5% | CDP 46% · HIW -10% · SLG -11% |
| Real Estate Services ← | 26 | -29.1% | -23.0% | -36.9% | CBRE 30% · JLL 20% · NMRK -15% |
| Telecom Tower REITs | 3 | -2.3% | 12.6% | -37.1% | AMT -19% · SBAC -37% · CCI -37% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 5.34 |
| Mkt Cap | 0.2 |
| Rev LTM | 1,623 |
| Op Inc LTM | -18 |
| FCF LTM | 35 |
| FCF 3Y Avg | 25 |
| CFO LTM | 37 |
| CFO 3Y Avg | 26 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 13.5% |
| Rev Chg 3Y Avg | 19.0% |
| Rev Chg Q | 9.7% |
| QoQ Delta Rev Chg LTM | 2.4% |
| Op Inc Chg LTM | 5.9% |
| Op Inc Chg 3Y Avg | 9.7% |
| Op Mgn LTM | -4.3% |
| Op Mgn 3Y Avg | -4.6% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | -0.1% |
| CFO/Rev 3Y Avg | -0.2% |
| FCF/Rev LTM | -0.3% |
| FCF/Rev 3Y Avg | -0.5% |
Price Behavior
| Market Price | $0.76 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 10/10/2023 | |
| Distance from 52W High | -99.9% | |
| 50 Days | 200 Days | |
| DMA Price | $1.70 | $9.31 |
| DMA Trend | up | down |
| Distance from DMA | -55.4% | -91.9% |
| 3M | 1YR | |
| Volatility | 333.3% | 204.6% |
| Downside Capture | -157.78 | 563.10 |
| Upside Capture | -336.78 | -323.81 |
| Correlation (S&P 500) | -4.5% | 8.7% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -4.86 | -3.23 | -1.70 | -0.69 | 1.28 | -0.06 |
| Up Beta | 0.95 | 0.49 | 0.00 | 2.76 | 2.60 | 0.56 |
| Down Beta | -4.40 | -4.74 | 0.33 | -0.45 | 1.24 | 0.12 |
| Up Capture | 93% | 42% | 55% | -104% | -63% | -6% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 5 | 5 | 11 | 40 | 75 | 284 |
| Down Capture | -1610% | -1068% | -554% | -17% | 192% | 113% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 12 | 12 | 18 | 48 | 135 | 403 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LRHC | |
|---|---|---|---|---|
| LRHC | -100.0% | 134.4% | -5.92 | - |
| Sector ETF (XLRE) | 3.3% | 14.2% | -0.01 | -0.3% |
| Equity (SPY) | 15.8% | 12.7% | 0.86 | 20.0% |
| Gold (GLD) | -1.4% | 29.4% | -0.05 | -0.3% |
| Commodities (DBC) | 52.4% | 20.7% | 1.92 | -1.3% |
| Real Estate (VNQ) | 4.8% | 13.7% | 0.09 | 0.5% |
| Bitcoin (BTCUSD) | -26.5% | 43.6% | -0.59 | 8.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LRHC | |
|---|---|---|---|---|
| LRHC | -89.9% | 187.6% | -1.37 | - |
| Sector ETF (XLRE) | 2.1% | 19.1% | 0.01 | 4.3% |
| Equity (SPY) | 13.2% | 17.1% | 0.59 | 10.9% |
| Gold (GLD) | 18.4% | 18.9% | 0.79 | -2.5% |
| Commodities (DBC) | 9.9% | 19.5% | 0.39 | -4.1% |
| Real Estate (VNQ) | 1.6% | 18.8% | -0.02 | 4.0% |
| Bitcoin (BTCUSD) | 8.6% | 51.8% | 0.34 | -0.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LRHC | |
|---|---|---|---|---|
| LRHC | -68.2% | 187.6% | -1.37 | - |
| Sector ETF (XLRE) | 6.6% | 20.4% | 0.27 | 4.3% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 10.9% |
| Gold (GLD) | 12.3% | 16.4% | 0.61 | -2.5% |
| Commodities (DBC) | 8.3% | 18.1% | 0.37 | -4.1% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | 4.0% |
| Bitcoin (BTCUSD) | 63.1% | 66.2% | 1.03 | -0.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 9/29/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/25/2026 | 0.0% | 0.0% | 134.8% |
| 6/5/2026 | -2.9% | -6.7% | 12.4% |
| 4/15/2026 | -7.3% | -28.5% | -68.5% |
| 1/23/2026 | -5.3% | -26.4% | -72.2% |
| 11/20/2025 | 0.0% | -10.1% | -65.8% |
| 8/19/2025 | -3.2% | 12.5% | 43.3% |
| 7/3/2025 | -30.1% | -37.9% | -58.3% |
| 5/7/2025 | -0.1% | -3.5% | -5.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 5 | 6 | 4 |
| # Negative | 8 | 7 | 9 |
| Median Positive | 0.0% | 4.3% | 29.7% |
| Median Negative | -4.4% | -10.1% | -46.9% |
| Max Positive | 6.7% | 20.5% | 134.8% |
| Max Negative | -30.1% | -37.9% | -72.2% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/25/2026 | 0.0% | 0.0% | 134.8% |
| 6/5/2026 | -2.9% | -6.7% | 12.4% |
| 4/15/2026 | -7.3% | -28.5% | -68.5% |
| 1/23/2026 | -5.3% | -26.4% | -72.2% |
| 11/20/2025 | 0.0% | -10.1% | -65.8% |
| 8/19/2025 | -3.2% | 12.5% | 43.3% |
| 7/3/2025 | -30.1% | -37.9% | -58.3% |
| 5/7/2025 | -0.1% | -3.5% | -5.7% |
| 1/23/2025 | -7.9% | 5.0% | -46.9% |
| 11/25/2024 | 0.9% | 3.7% | 16.2% |
| 8/16/2024 | 0.0% | -9.9% | -33.3% |
| 5/16/2024 | 6.7% | 1.7% | -13.3% |
| 11/21/2023 | -3.6% | 20.5% | -18.5% |
| SUMMARY STATS | |||
| # Positive | 5 | 6 | 4 |
| # Negative | 8 | 7 | 9 |
| Median Positive | 0.0% | 4.3% | 29.7% |
| Median Negative | -4.4% | -10.1% | -46.9% |
| Max Positive | 6.7% | 20.5% | 134.8% |
| Max Negative | -30.1% | -37.9% | -72.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/21/2026 | 10-Q |
| 03/31/2026 | 07/31/2026 | 10-Q |
| 12/31/2025 | 06/04/2026 | 10-K |
| 09/30/2025 | 11/19/2025 | 10-Q |
| 06/30/2025 | 08/18/2025 | 10-Q |
| 03/31/2025 | 05/29/2025 | 10-Q |
| 12/31/2024 | 04/15/2025 | 10-K |
| 09/30/2024 | 11/19/2024 | 10-Q |
| 06/30/2024 | 08/15/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 04/16/2024 | 10-K |
| 09/30/2023 | 11/20/2023 | 10-Q |
| 06/30/2023 | 09/01/2023 | S-1/A |
| 03/31/2023 | 05/19/2023 | S-1/A |
| 09/30/2022 | 12/14/2022 | S-1/A |
| 06/30/2022 | 10/12/2022 | S-1/A |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/21/2026 | 10-Q |
| 03/31/2026 | 07/31/2026 | 10-Q |
| 12/31/2025 | 06/04/2026 | 10-K |
| 09/30/2025 | 11/19/2025 | 10-Q |
| 06/30/2025 | 08/18/2025 | 10-Q |
| 03/31/2025 | 05/29/2025 | 10-Q |
| 12/31/2024 | 04/15/2025 | 10-K |
| 09/30/2024 | 11/19/2024 | 10-Q |
| 06/30/2024 | 08/15/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 04/16/2024 | 10-K |
| 09/30/2023 | 11/20/2023 | 10-Q |
| 06/30/2023 | 09/01/2023 | S-1/A |
| 03/31/2023 | 05/19/2023 | S-1/A |
| 09/30/2022 | 12/14/2022 | S-1/A |
| 06/30/2022 | 10/12/2022 | S-1/A |
| 03/31/2022 | 08/03/2022 | S-1/A |
| 12/31/2021 | 04/19/2022 | S-1 |
Insider Activity
Updated 4/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Hrt, Financial LP | Direct | Sell | 3032026 | 1.09 | 8,368 | 9,121 | 52,970 | Form | |
| 2 | Hrt, Financial LP | Direct | Buy | 3032026 | 1.07 | 14,584 | 15,605 | 60,951 | Form | |
| 3 | Santos, Alex | CHIEF TECHNOLOGY OFFICER | Direct | Sell | 7232025 | 0.00 | 26 | Form | ||
| 4 | La, Rosa Joseph | CEO, interim CFO | Direct | Buy | 7212025 | 7.64 | 75,000 | 573,000 | 1,377,278 | Form |
| 5 | La, Rosa Joseph | CEO, interim CFO | Spouse | Buy | 7212025 | 7.64 | 75,000 | 573,000 | 1,377,278 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Hrt, Financial LP | Direct | Sell | 3032026 | 1.09 | 8,368 | 9,121 | 52,970 | Form | |
| 2 | Hrt, Financial LP | Direct | Buy | 3032026 | 1.07 | 14,584 | 15,605 | 60,951 | Form | |
| 3 | Santos, Alex | CHIEF TECHNOLOGY OFFICER | Direct | Sell | 7232025 | 0.00 | 26 | Form | ||
| 4 | La, Rosa Joseph | CEO, interim CFO | Direct | Buy | 7212025 | 7.64 | 75,000 | 573,000 | 1,377,278 | Form |
| 5 | La, Rosa Joseph | CEO, interim CFO | Spouse | Buy | 7212025 | 7.64 | 75,000 | 573,000 | 1,377,278 | Form |
Industry Resources
| Real Estate Resources |
| The Real Deal |
| Commercial Observer |
| Inman |
| Real Estate Services Resources |
| CBRE Research |
| JLL Trends & Insights |
| Cushman & Wakefield Insights |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.