Presidio Property Trust (SQFT)
Market Price (11/13/2026): $0.821 | Market Cap: $1.2 MilSector: Real Estate | Industry: Diversified REITs
Presidio Property Trust (SQFT)
Market Price (11/13/2026): $0.821Market Cap: $1.2 MilSector: Real EstateIndustry: Diversified REITs
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -62% Attractive yieldFCF Yield is 130% | Weak multi-year price returns2Y Excs Rtn is -116%, 3Y Excs Rtn is -160% | Penny stockMkt Price is 0.8 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -0.1 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -0.8% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 6641% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -12%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.0%, Rev Chg QQuarterly Revenue Change % is -13% 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 -776% High stock price volatilityVol 12M is 107% Key risksSQFT key risks include [1] persistent negative Funds from Operations (FFO) and cash flow challenges, Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -62% |
| Attractive yieldFCF Yield is 130% |
| Weak multi-year price returns2Y Excs Rtn is -116%, 3Y Excs Rtn is -160% |
| Penny stockMkt Price is 0.8 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -0.1 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -0.8% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 6641% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -12%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.0%, Rev Chg QQuarterly Revenue Change % is -13% |
| 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 -776% |
| High stock price volatilityVol 12M is 107% |
| Key risksSQFT key risks include [1] persistent negative Funds from Operations (FFO) and cash flow challenges, Show more. |
Qualitative Assessment
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Nov 3: up 6.0% in one day (S&P 500 up 0.3%)
The stock moved up without company news. The S&P 500 also moved up that day.
Down 49.3% from its Sep 25 high to Oct 26, up 11.8% since (S&P 500 down 0.8%)
The stock declined significantly following the October 5 announcement of results from its Series D Preferred Stock exchange offer. The largest drop on October 6 coincided with this news; September 28 and October 7 also saw large drops without company headlines.
Nov 3: up 6.0% in one day (S&P 500 up 0.3%)
The stock moved up without company news. The S&P 500 also moved up that day.
Down 49.3% from its Sep 25 high to Oct 26, up 11.8% since (S&P 500 down 0.8%)
The stock declined significantly following the October 5 announcement of results from its Series D Preferred Stock exchange offer. The largest drop on October 6 coincided with this news; September 28 and October 7 also saw large drops without company headlines.
Show less
Stock Movement Drivers
Fundamental Drivers
The -60.8% change in SQFT stock from 7/31/2026 to 11/12/2026 was primarily driven by a -59.4% change in the company's P/S Multiple.| (LTM values as of) | 7312026 | 11122026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.17 | 0.85 | -60.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 16 | 16 | -3.4% |
| P/S Multiple | 0.2 | 0.1 | -59.4% |
| Shares Outstanding (Mil) | 1 | 1 | -0.1% |
| Cumulative Contribution | -60.8% |
Market Drivers
7/31/2026 to 11/12/2026| Return | Correlation | |
|---|---|---|
| SQFT | -60.8% | |
| Market (SPY) | 1.4% | 5.0% |
| Sector (XLRE) | -1.6% | 7.6% |
Fundamental Drivers
The -76.5% change in SQFT stock from 4/30/2026 to 11/12/2026 was primarily driven by a -73.5% change in the company's P/S Multiple.| (LTM values as of) | 4302026 | 11122026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.61 | 0.85 | -76.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 17 | 16 | -5.4% |
| P/S Multiple | 0.3 | 0.1 | -73.5% |
| Shares Outstanding (Mil) | 1 | 1 | -6.1% |
| Cumulative Contribution | -76.5% |
Market Drivers
4/30/2026 to 11/12/2026| Return | Correlation | |
|---|---|---|
| SQFT | -76.5% | |
| Market (SPY) | 5.6% | -0.9% |
| Sector (XLRE) | 0.8% | 7.8% |
Fundamental Drivers
The -86.4% change in SQFT stock from 10/31/2025 to 11/12/2026 was primarily driven by a -82.1% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 11122026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.24 | 0.85 | -86.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 18 | 16 | -11.9% |
| P/S Multiple | 0.4 | 0.1 | -82.1% |
| Shares Outstanding (Mil) | 1 | 1 | -13.4% |
| Cumulative Contribution | -86.4% |
Market Drivers
10/31/2025 to 11/12/2026| Return | Correlation | |
|---|---|---|
| SQFT | -86.4% | |
| Market (SPY) | 11.9% | 8.3% |
| Sector (XLRE) | 11.4% | 6.5% |
Fundamental Drivers
The -85.3% change in SQFT stock from 10/31/2023 to 11/12/2026 was primarily driven by a -81.9% change in the company's P/S Multiple.| (LTM values as of) | 10312023 | 11122026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.77 | 0.85 | -85.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 18 | 16 | -9.3% |
| P/S Multiple | 0.4 | 0.1 | -81.9% |
| Shares Outstanding (Mil) | 1 | 1 | -10.0% |
| Cumulative Contribution | -85.3% |
Market Drivers
10/31/2023 to 11/12/2026| Return | Correlation | |
|---|---|---|
| SQFT | -85.3% | |
| Market (SPY) | 87.3% | 0.4% |
| Sector (XLRE) | 47.3% | 2.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SQFT Return | 2% | -73% | 20% | -22% | -58% | -74% | -97% |
| Peers Return | 38% | -18% | 1% | 2% | 8% | 5% | 32% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 103% |
Monthly Win Rates [3] | |||||||
| SQFT Win Rate | 67% | 33% | 42% | 58% | 33% | 27% | |
| Peers Win Rate | 70% | 42% | 43% | 47% | 58% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 45% | |
Max Drawdowns [4] | |||||||
| SQFT Max Drawdown | -32% | -75% | -54% | -64% | -93% | -81% | |
| Peers Max Drawdown | -10% | -33% | -29% | -17% | -17% | -20% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: WPC, BNL, GOOD, O, STAG.
[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 11/12/2026 (YTD)
How Low Can It Go
| Event | SQFT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -90.7% | -18.8% |
| % Gain to Breakeven | 980.2% | 23.1% |
| Time to Breakeven | 60 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -40.3% | -9.5% |
| % Gain to Breakeven | 67.6% | 10.5% |
| Time to Breakeven | 26 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -26.3% | -6.7% |
| % Gain to Breakeven | 35.7% | 7.1% |
| Time to Breakeven | 205 days | 31 days |
In The Past
Presidio Property Trust's stock fell -90.7% during the 2025 US Tariff Shock. Such a loss loss requires a 980.2% gain to breakeven.
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Asset Allocation
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| Event | SQFT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -90.7% | -18.8% |
| % Gain to Breakeven | 980.2% | 23.1% |
| Time to Breakeven | 60 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -40.3% | -9.5% |
| % Gain to Breakeven | 67.6% | 10.5% |
| Time to Breakeven | 26 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -26.3% | -6.7% |
| % Gain to Breakeven | 35.7% | 7.1% |
| Time to Breakeven | 205 days | 31 days |
In The Past
Presidio Property Trust's stock fell -90.7% during the 2025 US Tariff Shock. Such a loss loss requires a 980.2% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Presidio Property Trust (SQFT)
Presidio Property Trust (SQFT) is an internally managed Real Estate Investment Trust (REIT) that specializes in acquiring, owning, and managing a geographically diversified portfolio of income-generating real estate assets throughout the United States. As a REIT, its core business involves generating revenue primarily through the leasing of its properties to a variety of tenants, focusing on maintaining a balanced and diversified asset base.
The company's primary "products" are the leasable spaces within its diverse property types. Its portfolio encompasses model home residential properties, which are leased to homebuilders, as well as traditional commercial real estate. Specifically, Presidio Property Trust owns and manages ten office buildings, one industrial property totaling nearly one million rentable square feet, and four retail shopping centers, providing approximately 131,722 rentable square feet of commercial space.
Presidio Property Trust serves a broad array of customers and markets. Its model home properties are primarily utilized by homebuilders, making them a key customer segment. For its office and industrial properties, the company's customers are various businesses seeking commercial space for their operations. The retail shopping centers cater to retailers and other commercial businesses that serve local consumer markets. This multi-sector approach allows the company to engage with a diverse tenant base across different industries and geographical regions within the U.S.
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Here are a few brief analogies for Presidio Property Trust (SQFT):
- WeWork for model homes
- Blackstone Real Estate with a model home focus
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- Model Home Residential Properties: The company owns and manages model homes, which are leased to homebuilders.
- Office Buildings: The company owns and manages a portfolio of office buildings.
- Industrial Properties: The company owns and manages industrial real estate assets.
- Retail Shopping Centers: The company owns and manages retail shopping centers.
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Presidio Property Trust (SQFT) sells primarily to other companies.
Based on the provided background information, the specific names of its major customers are not listed. However, its customers fall into the following categories of businesses:
- Homebuilders: These companies lease model home residential properties from Presidio Property Trust.
- Office Tenants: Various businesses that lease office buildings from Presidio Property Trust.
- Industrial Tenants: Various businesses that lease industrial properties from Presidio Property Trust.
- Retail Tenants: Various businesses that lease retail shopping centers from Presidio Property Trust.
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- KPMG LLP
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Jack Kendrick Heilbron, Chairman, President & Chief Executive Officer
Mr. Heilbron has served as a director and officer of Presidio Property Trust since its inception in 1999, when it was known as NetREIT. He also served as Chairman, CEO, and President of NetREIT Dubose Model Home REIT, Inc. since its inception, and as CEO, President, and/or Managing Member of NetREIT Advisors, LLC, Dubose Advisors, LLC, and NTR Property Management, Inc. since their inceptions. Mr. Heilbron was a founding officer, director, and shareholder of the former CI Holding Group, Inc. and its subsidiary corporations, and currently serves as CEO and Chairman of Centurion Counsel, Inc., a licensed investment advisor. From 1994 until its dissolution in 1999, he also served as Chairman and/or Director of Clover REIT.
Edwin H. Bentzen IV, Chief Financial Officer
Mr. Bentzen joined Presidio Property Trust as Chief Accounting Officer in March 2021 and was appointed Chief Financial Officer in September 2023. Prior to joining the company, Mr. Bentzen served as Chief Financial Officer and Chief Operations Officer for Crystal View Capital Management in 2020, and as a Chief Financial Officer/Finance consultant for various clients, including real estate development companies, from 2018 to 2020. He also held the position of Chief Financial Officer for a non-traded REIT, The Parking REIT (formerly MVP REIT and MVP REIT II), from 2016 to 2018.
Gary Morris Katz, Chief Investment Officer
Mr. Katz joined Presidio Property Trust in 2010 and was named Chief Investment Officer effective December 16, 2021. He is responsible for overseeing the company's investment and asset management functions, including acquisitions, leasing, and management of the portfolio. With over 30 years of experience in commercial real estate, Mr. Katz previously held senior acquisition, leasing, and development roles at various institutions such as Westcore Properties, Legacy Partners, Lincoln Property Company, Kemper Real Estate Management Company, Bedford Properties, and Meyer Investment Properties.
Steve Hightower, President, Model Home Division
Mr. Hightower joined Presidio Property Trust as Executive Vice President in 2010 and was promoted to President, Model Home Division, in December 2021. He is responsible for overseeing the company's Model Home Division, including acquisitions, resales, and management of its residential real estate portfolio. Mr. Hightower has over 26 years of experience in real estate specializing in model home related transactions, having previously served as Executive Vice President of Dubose Model Homes, USA.
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The key risks to Presidio Property Trust (SQFT) are primarily centered around its financial health, the broader real estate market, and its small market capitalization.
- High Financial Leverage and Debt: Presidio Property Trust faces substantial risk due to its significant financial leverage. As of the third quarter of 2025, the company had a debt-to-equity ratio of 319.3%, indicating a high reliance on borrowing. This level of debt creates considerable financial strain, impacting profitability and increasing vulnerability to interest rate fluctuations. Evidence of this strain includes the company's unprofitability on a net basis and the suspension of monthly dividends on its Series D preferred stock starting January 2026. Furthermore, a subsidiary, NetREIT SC II, LLC, received a default notice on a significant loan and subsequently had a receiver appointed over its Shea Center II property in early 2026 due to the failure to repay the indebtedness.
- Challenging Real Estate Market Conditions: The company's diversified real estate portfolio is exposed to headwinds in both the commercial and residential sectors. The commercial real estate market, particularly office space, has been challenging, leading to a decrease in rental income and strategic sales of commercial properties. Additionally, its core model home leasing business, which involves properties leased to homebuilders primarily in the Sun Belt, is threatened by weakness in the housing market. Elevated interest rates have pressured homebuilders, directly impacting demand for model home leases.
- Extreme Illiquidity and Volatility Due to Micro-Cap Status: Presidio Property Trust operates with an ultra-small market capitalization, which has been noted as approximately $7.47 million in August 2025 and $3.986 million in March 2026. This micro-cap status results in extreme illiquidity and high volatility risks for investors. Such a small market cap can limit the company's ability to raise capital and can lead to significant price swings, making the stock a higher-risk investment.
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- The widespread and increasing adoption of remote and hybrid work models by businesses, reducing the demand for traditional office space and impacting occupancy rates and rental income for its office buildings.
- The accelerating shift of consumer spending from physical retail stores to e-commerce platforms, leading to decreased foot traffic, tenant bankruptcies, and pressure on rental income for its retail shopping centers.
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Presidio Property Trust (NASDAQ: SQFT) is expected to drive future revenue growth over the next two to three years primarily through strategic initiatives focused on its model home portfolio.
- Expansion of the Model Home Portfolio through Acquisitions: The company has explicitly stated its focus on growing its model home portfolio and has actively acquired new properties in this segment. For example, in Q2 2025, Presidio acquired 10 new model homes, which directly contributes to an increase in rental income-generating assets.
- Increased Rental Income and Occupancy within the Model Home Segment: As the model home portfolio expands, a key driver will be realizing increased rental income from these properties. Maintaining a high lease retention rate, which was 90% in Q2 2025, for both existing and newly acquired model homes is crucial for sustained revenue growth.
- Strategic Geographic Expansion of the Model Home Portfolio: Presidio Property Trust is expanding the geographic footprint of its model home division. Recent acquisitions in states such as Texas, Alabama, and Tennessee indicate a strategy to tap into new residential markets, thereby diversifying and increasing its potential for rental revenue.
- Optimization of the Model Home Portfolio: The company is actively managing its model home assets through both acquisitions and selective dispositions. This strategy aims to enhance the overall quality and revenue-generating potential of the portfolio by focusing on higher-performing properties, contributing to long-term revenue growth.
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Share Repurchases
- On December 19, 2024, Presidio Property Trust's Board of Directors authorized a share repurchase program allowing the company to repurchase up to $6 million of its Series A Common Stock and up to $4 million of its Series D Preferred Stock.
- In September 2021, the company announced a share repurchase program to buy back up to $10 million worth of its outstanding common A shares.
- The company commenced a tender offer on April 8, 2025, to repurchase up to 2,000,000 shares, plus all odd lots, of its Series A Common Stock, with final results announced on May 14, 2025.
Share Issuance
- Presidio Property Trust offered 800,000 shares of its 9.375% Series D Cumulative Redeemable Perpetual Preferred Stock.
- A follow-on equity offering totaling approximately $1.42 million was filed on October 14.
Inbound Investments
- Armistice Capital, LLC reported a beneficial ownership of 159,722 shares of Presidio Property Trust, Inc. Series A common stock, representing a 9.99% stake as of December 31, 2025.
Outbound Investments
- Presidio Property Trust is the sponsor of Murphy Canyon Acquisition Corp. (NASDAQ: MURF), a Special Purpose Acquisition Company (SPAC) that holds approximately $23.5 million in trust for the purpose of a business combination.
Capital Expenditures
- Specific dollar values for capital expenditures over the last 3-5 years are not explicitly detailed in the provided search results.
Peer Outperformance in Diversified REITs
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Health Care REITs | 15 | 14.0% | 66.3% | 76.3% | WELL 224% · OHI 141% · CTRE 134% |
| Retail REITs | 23 | 15.5% | 43.4% | 35.3% | SKT 142% · SPG 85% · BRX 55% |
| Hotel & Resort REITs | 16 | 51.9% | 53.4% | 15.1% | HST 83% · RHP 77% · APLE 67% |
| Other Specialized REITs | 11 | 2.5% | 25.8% | 13.0% | IRM 191% · LAMR 75% · OUT 67% |
| Real Estate Development | 6 | -10.1% | 24.8% | 5.2% | JOE 39% |
| Industrial REITs | 11 | 12.4% | 37.6% | 0.1% | EGP 14% · STAG 6% · FR 5% |
| Single-Family Residential REITs | 4 | -3.6% | 3.0% | -19.1% | AMH -7% · ELS -16% · INVH -22% |
| Multi-Family Residential REITs | 12 | -6.4% | 21.3% | -29.0% | ESS -6% · VMRK -10% · UDR -21% |
| Diversified REITs ← | 12 | -0.7% | 14.6% | -29.7% | EPRT 19% · WPC 13% |
| Office REITs | 19 | -0.5% | 48.4% | -33.2% | CDP 45% · CUZ -6% · HIW -8% |
| Telecom Tower REITs | 3 | 0.7% | 10.3% | -36.4% | AMT -18% · CCI -36% · SBAC -41% |
| Real Estate Services | 28 | -22.7% | -14.7% | -38.1% | JLL 38% · CBRE 26% · COMP -12% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 27.23 |
| Mkt Cap | 5.2 |
| Rev LTM | 692 |
| Op Inc LTM | 287 |
| FCF LTM | 316 |
| FCF 3Y Avg | 322 |
| CFO LTM | 393 |
| CFO 3Y Avg | 375 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.1% |
| Rev Chg 3Y Avg | 3.8% |
| Rev Chg Q | 6.9% |
| QoQ Delta Rev Chg LTM | 1.6% |
| Op Inc Chg LTM | 12.0% |
| Op Inc Chg 3Y Avg | 12.3% |
| Op Mgn LTM | 42.4% |
| Op Mgn 3Y Avg | 40.4% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 58.3% |
| CFO/Rev 3Y Avg | 59.8% |
| FCF/Rev LTM | 48.2% |
| FCF/Rev 3Y Avg | 51.8% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Office/Industrial Properties | 12 | 12 | 12 | 13 | 13 |
| Model Home Properties | 4 | 4 | 4 | 3 | 3 |
| Retail Properties | 1 | 2 | 2 | 2 | 3 |
| Corporate and Other | 0 | 0 | |||
| Total | 17 | 19 | 18 | 18 | 19 |
| $ Mil | 2025 | 2024 |
|---|---|---|
| Office/Industrial Properties | 6 | -3 |
| Model Home Properties | 4 | 1 |
| Corporate and Other | 1 | -24 |
| Retail Properties | 0 | 1 |
| Total | 11 | -26 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Office/Industrial Properties | 69 | 76 | 78 | 79 | 76 |
| Model Home Properties | 37 | 38 | 51 | 35 | 31 |
| Other assets, net | 11 | 11 | 30 | 152 | 19 |
| Retail Properties | 5 | 17 | 17 | 17 | 28 |
| Cash, cash equivalents and restricted cash | 0 | 1 | 0 | 9 | 7 |
| Total | 122 | 143 | 176 | 291 | 161 |
Price Behavior
| Market Price | $0.85 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 10/07/2020 | |
| Distance from 52W High | -83.3% | |
| 50 Days | 200 Days | |
| DMA Price | $1.04 | $2.20 |
| DMA Trend | down | down |
| Distance from DMA | -18.4% | -61.4% |
| 3M | 1YR | |
| Volatility | 102.9% | 106.5% |
| Downside Capture | 79.91 | 165.56 |
| Upside Capture | -197.29 | -58.52 |
| Correlation (S&P 500) | 3.6% | 6.8% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -1.65 | -0.32 | 0.04 | -0.43 | 0.59 | 0.11 |
| Up Beta | -1.60 | 0.26 | 1.50 | 1.07 | 0.72 | -3.78 |
| Down Beta | 0.43 | 1.12 | -0.93 | -1.41 | 1.04 | 0.29 |
| Up Capture | -531% | -303% | -163% | -114% | -36% | 24% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 7 | 15 | 28 | 54 | 108 | 319 |
| Down Capture | 38% | 276% | 288% | 149% | 146% | 110% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 15 | 26 | 33 | 61 | 128 | 401 |
[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 SQFT | |
|---|---|---|---|---|
| SQFT | -73.5% | 102.8% | -0.87 | - |
| Sector ETF (XLRE) | 9.3% | 14.6% | 0.37 | 4.6% |
| Equity (SPY) | 11.8% | 13.7% | 0.55 | 8.0% |
| Gold (GLD) | -6.6% | 28.9% | -0.24 | 1.3% |
| Commodities (DBC) | 32.8% | 21.3% | 1.22 | -4.1% |
| Real Estate (VNQ) | 9.8% | 14.2% | 0.41 | 4.7% |
| Bitcoin (BTCUSD) | -28.5% | 43.4% | -0.66 | 12.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SQFT | |
|---|---|---|---|---|
| SQFT | -46.8% | 432.1% | 0.34 | - |
| Sector ETF (XLRE) | 1.6% | 19.2% | -0.02 | 2.6% |
| Equity (SPY) | 11.6% | 17.3% | 0.50 | 1.7% |
| Gold (GLD) | 16.2% | 19.2% | 0.68 | 3.4% |
| Commodities (DBC) | 8.2% | 19.6% | 0.30 | -0.8% |
| Real Estate (VNQ) | 1.4% | 18.9% | -0.04 | 2.2% |
| Bitcoin (BTCUSD) | 3.7% | 51.5% | 0.25 | 3.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SQFT | |
|---|---|---|---|---|
| SQFT | -27.4% | 393.2% | 0.32 | - |
| Sector ETF (XLRE) | 7.6% | 20.4% | 0.32 | 2.5% |
| Equity (SPY) | 15.5% | 18.0% | 0.73 | 1.7% |
| Gold (GLD) | 11.1% | 16.6% | 0.54 | 3.1% |
| Commodities (DBC) | 7.6% | 18.1% | 0.33 | -0.4% |
| Real Estate (VNQ) | 6.2% | 20.7% | 0.25 | 2.2% |
| Bitcoin (BTCUSD) | 58.4% | 66.3% | 0.98 | 3.2% |
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Returns Analyses
Earnings Returns History
Updated 10/5/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/18/2026 | 1.6% | 16.4% | -6.9% |
| 3/30/2026 | -5.7% | 0.4% | 50.4% |
| 11/14/2025 | -1.8% | -7.8% | -32.0% |
| 8/14/2025 | -2.5% | -5.7% | 6.9% |
| 5/14/2025 | -3.2% | 878.8% | 629.8% |
| 8/14/2024 | -4.4% | -3.7% | 9.6% |
| 5/15/2024 | -1.9% | -5.8% | -15.5% |
| 11/15/2023 | 0.0% | 77.8% | 141.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 8 | 9 |
| # Negative | 11 | 11 | 10 |
| Median Positive | 0.9% | 8.0% | 9.6% |
| Median Negative | -3.2% | -5.7% | -7.8% |
| Max Positive | 9.2% | 878.8% | 629.8% |
| Max Negative | -7.4% | -12.6% | -47.2% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/18/2026 | 1.6% | 16.4% | -6.9% |
| 3/30/2026 | -5.7% | 0.4% | 50.4% |
| 11/14/2025 | -1.8% | -7.8% | -32.0% |
| 8/14/2025 | -2.5% | -5.7% | 6.9% |
| 5/14/2025 | -3.2% | 878.8% | 629.8% |
| 8/14/2024 | -4.4% | -3.7% | 9.6% |
| 5/15/2024 | -1.9% | -5.8% | -15.5% |
| 11/15/2023 | 0.0% | 77.8% | 141.2% |
| 8/15/2023 | -0.6% | -2.9% | -6.6% |
| 5/16/2023 | -5.3% | 1.4% | 4.0% |
| 3/29/2023 | 4.3% | 6.3% | -5.8% |
| 11/14/2022 | 0.4% | 2.2% | 0.4% |
| 8/11/2022 | 0.8% | -1.4% | -47.2% |
| 5/17/2022 | -5.2% | -8.6% | -8.8% |
| 3/31/2022 | -1.3% | -1.1% | -9.2% |
| 11/12/2021 | 0.8% | -0.5% | 4.1% |
| 8/10/2021 | -7.4% | -12.6% | -2.2% |
| 5/11/2021 | 0.9% | -6.4% | 34.1% |
| 11/5/2020 | 9.2% | 9.7% | -3.2% |
| SUMMARY STATS | |||
| # Positive | 8 | 8 | 9 |
| # Negative | 11 | 11 | 10 |
| Median Positive | 0.9% | 8.0% | 9.6% |
| Median Negative | -3.2% | -5.7% | -7.8% |
| Max Positive | 9.2% | 878.8% | 629.8% |
| Max Negative | -7.4% | -12.6% | -47.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/13/2026 | 10-Q |
| 03/31/2026 | 05/15/2026 | 10-Q |
| 12/31/2025 | 03/27/2026 | 10-K |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 03/31/2025 | 10-K |
| 09/30/2024 | 11/19/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 04/16/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 03/28/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/13/2026 | 10-Q |
| 03/31/2026 | 05/15/2026 | 10-Q |
| 12/31/2025 | 03/27/2026 | 10-K |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 03/31/2025 | 10-K |
| 09/30/2024 | 11/19/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 04/16/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 03/28/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/11/2022 | 10-Q |
| 03/31/2022 | 05/16/2022 | 10-Q |
| 12/31/2021 | 03/30/2022 | 10-K |
| 09/30/2021 | 11/12/2021 | 10-Q |
| 06/30/2021 | 08/10/2021 | 10-Q |
| 03/31/2021 | 05/10/2021 | 10-Q |
| 12/31/2020 | 03/30/2021 | 10-K |
| 09/30/2020 | 11/05/2020 | 10-Q |
| 06/30/2020 | 08/12/2020 | 10-Q |
| 03/31/2020 | 05/15/2020 | 10-Q |
| 12/31/2019 | 03/13/2020 | 10-K |
| 09/30/2019 | 11/12/2019 | 10-Q |
Recent Forward Guidance
Updated 11/2/2026Latest: Q1 2026 Earnings Reported 5/18/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 CEO Salary Reduction | Reported | 0.05 | ||||||
| 2026 Interest Expense | Reported | |||||||
Insider Activity
Updated 9/22/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Heilbron, Jack Kendrick | Chief Executive Officer | Direct | Buy | 9222026 | 6.21 | 300 | 1,863 | 112,792 | Form |
| 2 | Durfey, James Robert | Direct | Sell | 6172026 | 2.63 | 2,500 | 6,573 | 23,894 | Form | |
| 3 | Heilbron, Jack Kendrick | Chief Executive Officer | Direct | Sell | 4132026 | 3.92 | 5,884 | 23,065 | 447,190 | Form |
| 4 | Durfey, James Robert | Direct | Sell | 4132026 | 3.89 | 1,000 | 3,890 | 45,077 | Form | |
| 5 | Heilbron, Jack Kendrick | Chief Executive Officer | purchased by Puppy Toes | Buy | 12292025 | 2.82 | 10,000 | 28,200 | 70,672 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Heilbron, Jack Kendrick | Chief Executive Officer | Direct | Buy | 9222026 | 6.21 | 300 | 1,863 | 112,792 | Form |
| 2 | Durfey, James Robert | Direct | Sell | 6172026 | 2.63 | 2,500 | 6,573 | 23,894 | Form | |
| 3 | Heilbron, Jack Kendrick | Chief Executive Officer | Direct | Sell | 4132026 | 3.92 | 5,884 | 23,065 | 447,190 | Form |
| 4 | Durfey, James Robert | Direct | Sell | 4132026 | 3.89 | 1,000 | 3,890 | 45,077 | Form | |
| 5 | Heilbron, Jack Kendrick | Chief Executive Officer | purchased by Puppy Toes | Buy | 12292025 | 2.82 | 10,000 | 28,200 | 70,672 | Form |
| 6 | Heilbron, Jack Kendrick | Chief Executive Officer | purchased by Puppy Toes | Buy | 12242025 | 14.78 | 1,000 | 14,780 | 172,379 | Form |
| 7 | Heilbron, Jack Kendrick | Chief Executive Officer | Purchased by Puppy Toes | Buy | 12182025 | 3.29 | 10,000 | 32,900 | 49,551 | Form |
| 8 | Heilbron, Jack Kendrick | Chief Executive Officer | Direct | Buy | 9042025 | 4.72 | 1,000 | 4,720 | 478,802 | Form |
| 9 | Heilbron, Jack Kendrick | Chief Executive Officer | Direct | Buy | 9042025 | 4.77 | 555 | 2,647 | 479,104 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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