Transcontinental Realty Investors (TCI)
Market Price (1/28/2026): $50.63 | Market Cap: $437.4 MilSector: Real Estate | Industry: Real Estate Services
Transcontinental Realty Investors (TCI)
Market Price (1/28/2026): $50.63Market Cap: $437.4 MilSector: Real EstateIndustry: Real Estate Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 44% | Weak multi-year price returns2Y Excs Rtn is -14%, 3Y Excs Rtn is -63% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -4.5 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -9.9% |
| Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, and Smart Buildings & Proptech. Themes include ESG REITs, Building Management Systems, Show more. | Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 79x | |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -39%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -39% | ||
| 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 -2.8% | ||
| Key risksTCI key risks include [1] a severe and persistent decline in profitability and earnings, Show more. |
| Low stock price volatilityVol 12M is 44% |
| Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, and Smart Buildings & Proptech. Themes include ESG REITs, Building Management Systems, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -14%, 3Y Excs Rtn is -63% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -4.5 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -9.9% |
| Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 79x |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -39%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -39% |
| 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 -2.8% |
| Key risksTCI key risks include [1] a severe and persistent decline in profitability and earnings, Show more. |
Qualitative Assessment
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Transcontinental Realty Investors (TCI) stock has gained about 10% since 9/30/2025 because of the following key factors:
1. Improved Operational Efficiency and Revenue Growth.
Transcontinental Realty Investors (TCI) reported an increase in revenue for the third quarter of 2025, which ended on September 30, 2025, and was disclosed on November 6, 2025. This growth was primarily fueled by an increase in revenue from both multifamily and commercial properties, notably driven by higher occupancy rates at the Stanford Center. Concurrently, the company successfully reduced its net operating loss from $1.7 million in Q3 2024 to $1.4 million in Q3 2025, signaling enhanced operational efficiency.
2. Strategic Real Estate Transactions.
Gains realized from strategic real estate transactions contributed positively to the company's financial performance, as highlighted in the Q3 2025 earnings report. These gains, resulting from the effective management and disposition of assets, can bolster investor confidence in the company's real estate portfolio strategy.
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1. Improved Operational Efficiency and Revenue Growth.
Transcontinental Realty Investors (TCI) reported an increase in revenue for the third quarter of 2025, which ended on September 30, 2025, and was disclosed on November 6, 2025. This growth was primarily fueled by an increase in revenue from both multifamily and commercial properties, notably driven by higher occupancy rates at the Stanford Center. Concurrently, the company successfully reduced its net operating loss from $1.7 million in Q3 2024 to $1.4 million in Q3 2025, signaling enhanced operational efficiency.
2. Strategic Real Estate Transactions.
Gains realized from strategic real estate transactions contributed positively to the company's financial performance, as highlighted in the Q3 2025 earnings report. These gains, resulting from the effective management and disposition of assets, can bolster investor confidence in the company's real estate portfolio strategy.
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Stock Movement Drivers
Fundamental Drivers
The 10.9% change in TCI stock from 9/30/2025 to 1/27/2026 was primarily driven by a 30.4% change in the company's P/E Multiple.| (LTM values as of) | 9302025 | 1272026 | Change |
|---|---|---|---|
| Stock Price ($) | 46.13 | 51.18 | 10.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 45 | 46 | 1.9% |
| Net Income Margin (%) | 14.6% | 12.2% | -16.5% |
| P/E Multiple | 60.4 | 78.7 | 30.4% |
| Shares Outstanding (Mil) | 9 | 9 | 0.0% |
| Cumulative Contribution | 10.9% |
Market Drivers
9/30/2025 to 1/27/2026| Return | Correlation | |
|---|---|---|
| TCI | 10.9% | |
| Market (SPY) | 4.4% | -2.6% |
| Sector (XLRE) | -2.1% | 23.6% |
Fundamental Drivers
The 20.1% change in TCI stock from 6/30/2025 to 1/27/2026 was primarily driven by a 69.5% change in the company's P/E Multiple.| (LTM values as of) | 6302025 | 1272026 | Change |
|---|---|---|---|
| Stock Price ($) | 42.61 | 51.18 | 20.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 45 | 46 | 2.6% |
| Net Income Margin (%) | 17.7% | 12.2% | -30.9% |
| P/E Multiple | 46.4 | 78.7 | 69.5% |
| Shares Outstanding (Mil) | 9 | 9 | 0.0% |
| Cumulative Contribution | 20.1% |
Market Drivers
6/30/2025 to 1/27/2026| Return | Correlation | |
|---|---|---|
| TCI | 20.1% | |
| Market (SPY) | 12.9% | 9.6% |
| Sector (XLRE) | 0.3% | 23.6% |
Fundamental Drivers
The 71.7% change in TCI stock from 12/31/2024 to 1/27/2026 was primarily driven by a 76.9% change in the company's Net Income Margin (%).| (LTM values as of) | 12312024 | 1272026 | Change |
|---|---|---|---|
| Stock Price ($) | 29.81 | 51.18 | 71.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 46 | 46 | -0.5% |
| Net Income Margin (%) | 6.9% | 12.2% | 76.9% |
| P/E Multiple | 80.7 | 78.7 | -2.4% |
| Shares Outstanding (Mil) | 9 | 9 | 0.0% |
| Cumulative Contribution | 71.7% |
Market Drivers
12/31/2024 to 1/27/2026| Return | Correlation | |
|---|---|---|
| TCI | 71.7% | |
| Market (SPY) | 19.7% | 25.0% |
| Sector (XLRE) | 3.8% | 25.7% |
Fundamental Drivers
The 15.8% change in TCI stock from 12/31/2022 to 1/27/2026 was primarily driven by a 8158.3% change in the company's P/E Multiple.| (LTM values as of) | 12312022 | 1272026 | Change |
|---|---|---|---|
| Stock Price ($) | 44.18 | 51.18 | 15.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 30 | 46 | 53.9% |
| Net Income Margin (%) | 1338.1% | 12.2% | -99.1% |
| P/E Multiple | 1.0 | 78.7 | 8158.3% |
| Shares Outstanding (Mil) | 9 | 9 | 0.0% |
| Cumulative Contribution | 15.8% |
Market Drivers
12/31/2022 to 1/27/2026| Return | Correlation | |
|---|---|---|
| TCI | 15.8% | |
| Market (SPY) | 88.6% | 24.9% |
| Sector (XLRE) | 22.6% | 25.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| TCI Return | 62% | 13% | -22% | -14% | 97% | -10% | 119% |
| Peers Return | 52% | -24% | 11% | 23% | -12% | -0% | 38% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 85% |
Monthly Win Rates [3] | |||||||
| TCI Win Rate | 50% | 58% | 33% | 42% | 58% | 0% | |
| Peers Win Rate | 77% | 38% | 53% | 57% | 40% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| TCI Max Drawdown | -20% | -4% | -38% | -22% | -13% | -13% | |
| Peers Max Drawdown | -4% | -33% | -24% | -13% | -22% | -3% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: FRT, AAT, VNO, KIM, REG.
[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 1/27/2026 (YTD)
How Low Can It Go
| Event | TCI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -41.8% | -25.4% |
| % Gain to Breakeven | 71.9% | 34.1% |
| Time to Breakeven | 677 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -59.9% | -33.9% |
| % Gain to Breakeven | 149.3% | 51.3% |
| Time to Breakeven | 550 days | 148 days |
| 2018 Correction | ||
| % Loss | -55.4% | -19.8% |
| % Gain to Breakeven | 124.3% | 24.7% |
| Time to Breakeven | 2,372 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -58.5% | -56.8% |
| % Gain to Breakeven | 141.2% | 131.3% |
| Time to Breakeven | 2,936 days | 1,480 days |
Compare to FRT, AAT, VNO, KIM, REG
In The Past
Transcontinental Realty Investors's stock fell -41.8% during the 2022 Inflation Shock from a high on 1/10/2023. A -41.8% loss requires a 71.9% gain to breakeven.
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About Transcontinental Realty Investors (TCI)
Transcontinental Realty Investors, Inc., a Dallas-based real estate investment company, holds a diverse portfolio of equity real estate located across the U.S., including apartments, office buildings, shopping centers, and developed and undeveloped land. The Company invests in real estate through direct ownership, leases and partnerships and invests in mortgage loans on real estate.
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- A smaller, diversified landlord and developer, owning properties across apartments, offices, and retail, much like a mini-portfolio blending Equity Residential, Boston Properties, and Simon Property Group.
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- Residential Property Leasing: Providing rental apartments and generating income from tenant leases.
- Commercial Property Leasing: Offering office, retail, and industrial spaces for lease to businesses.
- Real Estate Development: Constructing new properties or redeveloping existing ones for future sale or lease.
- Land Sales: Selling parcels of developed or undeveloped land to other developers or users.
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Transcontinental Realty Investors (TCI) is a real estate investment company that primarily acquires, develops, manages, and sells a diversified portfolio of real estate properties, including multifamily residential communities, office buildings, and retail shopping centers. Due to the nature of its business as a diversified property owner, TCI serves a large and fragmented tenant base across its properties rather than having a few major identifiable corporate customers that account for a significant portion of its revenue. As such, its customer base is best described through categories of tenants, encompassing both individuals and various businesses.
TCI serves customers that fall into the following categories:
- Residential Tenants: Individuals and families who lease apartments in TCI's conventional and affordable housing communities. This constitutes a significant portion of their customer base by number of leases.
- Commercial Tenants (Office): Businesses and organizations of varying sizes that lease office space within TCI's office buildings.
- Commercial Tenants (Retail): Retail businesses, ranging from small local shops to larger chains, that lease space in TCI's retail shopping centers.
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- Basic Capital Management, Inc.
- American Realty Investors, Inc. (ARL)
- PM Realty Group
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Erik Johnson, President and Chief Executive Officer Erik L. Johnson is the President and Chief Executive Officer of Transcontinental Realty Investors, Inc. He is a Certified Public Accountant (CPA) and has been instrumental in shaping the company's strategic direction and fostering its growth. Previously, Daniel J. Moos served as President and Chief Executive Officer, having transformed the company from a transaction-oriented firm to an operating company with a recurring revenue model after the 2008 recession. Moos also founded Cobblestone Group in 1996, which invests in businesses needing entrepreneurial direction and business services support, and he previously co-founded GeoMechanics International, which was acquired by Baker Hughes in 2008. Alla Dzyuba, Senior Vice President and Chief Accounting Officer Alla Dzyuba serves as the Senior Vice President and Chief Accounting Officer of Transcontinental Realty Investors, Inc.. Louis J. Corna, Executive Vice President, Secretary and Tax Counsel/General Legal Counsel Louis J. Corna is the Executive Vice President, Secretary, and Tax Counsel/General Legal Counsel for Transcontinental Realty Investors, Inc. He also holds positions with American Realty Investors, Inc. and Income Opportunity Realty Investors, Inc..AI Analysis | Feedback
Transcontinental Realty Investors (TCI) faces several key risks inherent to its business model and the broader real estate market. The most significant risks include:Declining Profitability
Transcontinental Realty Investors has experienced a notable decline in profitability. The company reported a 58.8% year-over-year drop in net income, which indicates potential weaknesses in core operations or rising costs not offset by revenue growth. Furthermore, earnings have declined by 5.2% per year over the past five years, and the last three-year period saw an aggregate 99% drop in earnings per share (EPS). This medium-term earnings trajectory is considered undesirable and presents a significant headwind.Real Estate Market and Economic Risks
The company is highly exposed to various risks associated with the real estate industry. These include fluctuations in overall economic conditions, interest rates, and tenant demand. Real estate investments are inherently illiquid, which could limit TCI's ability to sell properties quickly in response to changing market dynamics. Adverse events affecting existing tenants or negative market conditions can impact the company's ability to attract new tenants, lease vacant space, collect rent, or renew leases, thereby adversely affecting cash flow and inhibiting growth. The real estate market is also highly competitive, with TCI competing against numerous other real estate investors.Future Growth and Asset Redeployment Challenges
TCI's future growth depends significantly on its ability to successfully manage and redeploy capital from asset sales. The sale of income-producing assets reduces the company's current revenue base, making future growth reliant on the successful lease-up of new properties. A key challenge for investors is whether the capital generated from these sales can be effectively redeployed into higher-return opportunities. The company's strategy involves continuing to sell income-producing assets and refinancing real estate to meet liquidity needs, which introduces the risk of not finding suitable investments or facing difficulties in execution.AI Analysis | Feedback
- The ongoing and accelerating shift towards remote and hybrid work models, which poses a significant long-term threat to the demand for and valuation of traditional office real estate. This trend can lead to increased vacancies, reduced rental rates, and downward pressure on property values within Transcontinental Realty Investors' office portfolio.
- The rapid expansion and institutionalization of the single-family rental (SFR) market, particularly purpose-built build-to-rent communities. This trend introduces a formidable new competitive landscape in the residential rental sector, as large institutional investors increasingly offer single-family homes for rent, potentially drawing tenants away from traditional multi-family apartment complexes owned by TCI and impacting occupancy rates and rent growth.
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Transcontinental Realty Investors (TCI) primarily operates in the acquisition, development, and ownership of residential (multifamily apartments) and commercial real estate properties, with a focus on the Southern United States, though it holds a diverse portfolio across the U.S. The company also invests in land and mortgage notes receivable.
The addressable markets for TCI's main products and services in the U.S. are as follows:
- U.S. Commercial Real Estate Market: The market size stands at USD 1.70 trillion in 2025 and is projected to reach USD 1.94 trillion by 2030, with a compound annual growth rate (CAGR) of 2.61% during this period. Other estimates valued the U.S. commercial real estate market at approximately USD 746.93 billion in 2024, with a projected growth to USD 974.95 billion by 2034 at a CAGR of 2.70%. Another report from 2018 estimated the total size of commercial real estate in the U.S. to be around $16 trillion.
- U.S. Multifamily Real Estate Market: The U.S. multifamily market size was valued at USD 265 billion in 2022 and is expected to reach USD 466 billion by 2030, demonstrating a CAGR of 7.31% between 2023 and 2030. In May 2025, multifamily sales volume totaled $157.7 billion over the last 12 months, which is on track to be the highest annual total since 2022. Sales of U.S. multifamily properties increased slightly in 2024, totaling an estimated $131 billion for properties valued at $2.5 million or higher, and are expected to reach a baseline of $350 billion in 2025.
- U.S. Land Market: Specific market size data for "land" as a standalone addressable market for investment and development across the entire U.S. is not readily available in the provided search results in the same quantifiable terms as multifamily or commercial real estate. However, TCI does engage in opportunistic acquisition and sale of land for future development.
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Expected Drivers of Future Revenue Growth for Transcontinental Realty Investors (TCI)
- Increased Occupancy in Commercial Properties: Transcontinental Realty Investors expects to drive revenue growth through increased occupancy in its commercial properties. For example, the company saw a $1.0 million increase in revenue from commercial properties in Q3 2025, largely due to higher occupancy at the Stanford Center. A 45,000 square foot lease at Stanford Center, commencing in April 2025, is anticipated to further boost occupancy by 14% and increase rent per square foot by 20% over prior expired leases at the property.
- Rising Rents in Multifamily Properties: The company has demonstrated revenue growth from its multifamily segment due to increased rents. Rental revenues in Q1 2025 increased, primarily attributed to higher rents at its multifamily properties. Additionally, Q1 2024 saw a $0.7 million increase from multifamily properties, driven by the lease-up of properties like Landing on Bayou Cane.
- Development of New Multifamily Properties: TCI is expanding its portfolio through new construction projects. In October 2024, the company secured a $27.5 million construction loan to fund the development of a 234-unit multifamily property in Dallas, Texas, known as "Mountain Creek," which is projected to be completed in 2026. This new development is expected to contribute to future revenue streams.
- Strategic Redevelopment and Lease-up Activities: Transcontinental Realty Investors actively pursues value-add opportunities through strategic redevelopment and lease-up initiatives in markets experiencing growing consumer bases. This approach aims to optimize operating efficiency, enhance asset value, and drive same-center sales growth.
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Capital Allocation Decisions for Transcontinental Realty Investors (TCI) (Last 3-5 Years)
Share Repurchases
No information available regarding repurchases of Transcontinental Realty Investors' own common stock during the specified period.
Share Issuance
- As of November 6, 2025, Transcontinental Realty Investors had 8,639,316 shares of common stock outstanding.
- The number of shares outstanding has remained relatively stable at approximately 8.6 million from 2020 to 2024, suggesting no significant share issuances during this period.
Inbound Investments
No information available regarding large inbound investments by third-parties (e.g., strategic partners or private equity firms) in Transcontinental Realty Investors during the specified period.
Outbound Investments
- On January 29, 2025, Transcontinental Realty Investors completed a tender offer to purchase at least 21,128 shares of common stock of Income Opportunity Realty Investors, Inc. (IOR) at $18 per share, totaling approximately $380,304.
Capital Expenditures
- Transcontinental Realty Investors' assets grew by 5% year-over-year to $1.13 billion as of September 2025, primarily driven by $51 million in construction in progress during the first half of 2025.
- The company's principal liquidity needs include funding capital expenditures for tenant improvements, leasing costs, development costs not covered by construction loans, and possible property acquisitions.
- As of December 31, 2024, the property portfolio included four multifamily properties under development, comprising 906 units.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Transcontinental Realty Investors Earnings Notes | 12/16/2025 | |
| Can Transcontinental Realty Investors Stock Hold Up When Markets Turn? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 41.64 |
| Mkt Cap | 7.4 |
| Rev LTM | 1,388 |
| Op Inc LTM | 365 |
| FCF LTM | 575 |
| FCF 3Y Avg | 515 |
| CFO LTM | 706 |
| CFO 3Y Avg | 663 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.0% |
| Rev Chg 3Y Avg | 7.1% |
| Rev Chg Q | 5.6% |
| QoQ Delta Rev Chg LTM | 1.4% |
| Op Mgn LTM | 28.8% |
| Op Mgn 3Y Avg | 29.7% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 49.2% |
| CFO/Rev 3Y Avg | 47.5% |
| FCF/Rev LTM | 38.8% |
| FCF/Rev 3Y Avg | 35.7% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 7.4 |
| P/S | 6.8 |
| P/EBIT | 17.1 |
| P/E | 24.4 |
| P/CFO | 9.9 |
| Total Yield | 5.6% |
| Dividend Yield | 1.1% |
| FCF Yield 3Y Avg | 6.6% |
| D/E | 0.6 |
| Net D/E | 0.6 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -2.7% |
| 3M Rtn | -0.9% |
| 6M Rtn | -0.4% |
| 12M Rtn | -4.8% |
| 3Y Rtn | 9.5% |
| 1M Excs Rtn | -2.6% |
| 3M Excs Rtn | -5.7% |
| 6M Excs Rtn | -7.5% |
| 12M Excs Rtn | -16.6% |
| 3Y Excs Rtn | -62.6% |
Segment Financials
Revenue by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Residential Segment | 35 | 18 | 14 | 15 | 14 |
| Commercial Segment | 15 | 16 | 23 | 37 | 33 |
| Other income | 3 | 3 | 5 | 2 | |
| Total | 50 | 37 | 41 | 57 | 48 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Residential Segment | 17 | 8 | 6 | 6 | -9 |
| Commercial Segment | 5 | 7 | 11 | 21 | -16 |
| Advisory fee to related party | -9 | -8 | -12 | ||
| General and administrative | -9 | -10 | -12 | ||
| Depreciation and amortization | -14 | -10 | -12 | ||
| Other income | 3 | 3 | |||
| Total | -10 | -9 | -16 | 28 | -25 |
Price Behavior
Price Behavior
| Market Price | $51.18 | |
| Market Cap ($ Bil) | 0.4 | |
| First Trading Date | 11/05/1987 | |
| Distance from 52W High | -13.1% | |
| 50 Days | 200 Days | |
| DMA Price | $50.83 | $43.39 |
| DMA Trend | up | up |
| Distance from DMA | 0.7% | 18.0% |
| 3M | 1YR | |
| Volatility | 51.2% | 44.5% |
| Downside Capture | -78.26 | 19.55 |
| Upside Capture | 12.63 | 75.76 |
| Correlation (SPY) | -5.7% | 24.8% |
TCI Betas & Captures as of 12/31/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -1.42 | -0.44 | -0.24 | 0.34 | 0.58 | 0.61 |
| Up Beta | -1.91 | -1.59 | -0.17 | 1.10 | 0.78 | 0.78 |
| Down Beta | -1.00 | 0.73 | -0.03 | -0.32 | 0.42 | 0.49 |
| Up Capture | 121% | 72% | 34% | 73% | 72% | 23% |
| Bmk +ve Days | 11 | 23 | 37 | 72 | 143 | 431 |
| Stock +ve Days | 11 | 16 | 25 | 50 | 110 | 346 |
| Down Capture | -454% | -176% | -111% | 2% | 26% | 79% |
| Bmk -ve Days | 11 | 18 | 27 | 55 | 108 | 320 |
| Stock -ve Days | 10 | 22 | 33 | 62 | 117 | 364 |
[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 TCI | |
|---|---|---|---|---|
| TCI | 73.5% | 44.5% | 1.37 | - |
| Sector ETF (XLRE) | 1.6% | 16.4% | -0.08 | 27.8% |
| Equity (SPY) | 15.5% | 19.3% | 0.62 | 24.8% |
| Gold (GLD) | 87.8% | 20.6% | 2.98 | -10.3% |
| Commodities (DBC) | 10.6% | 15.5% | 0.45 | -5.2% |
| Real Estate (VNQ) | 3.6% | 16.5% | 0.04 | 30.9% |
| Bitcoin (BTCUSD) | -15.6% | 39.7% | -0.33 | 3.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TCI | |
|---|---|---|---|---|
| TCI | 17.8% | 40.8% | 0.53 | - |
| Sector ETF (XLRE) | 5.6% | 19.0% | 0.20 | 20.9% |
| Equity (SPY) | 14.1% | 17.1% | 0.66 | 22.1% |
| Gold (GLD) | 22.3% | 15.7% | 1.14 | -1.2% |
| Commodities (DBC) | 12.3% | 18.7% | 0.53 | 4.9% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 23.0% |
| Bitcoin (BTCUSD) | 20.0% | 57.9% | 0.55 | 11.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with TCI | |
|---|---|---|---|---|
| TCI | 18.9% | 52.9% | 0.54 | - |
| Sector ETF (XLRE) | 6.9% | 20.5% | 0.30 | 19.7% |
| Equity (SPY) | 15.8% | 17.9% | 0.76 | 22.5% |
| Gold (GLD) | 16.5% | 14.9% | 0.92 | -3.7% |
| Commodities (DBC) | 8.9% | 17.6% | 0.42 | 8.0% |
| Real Estate (VNQ) | 5.9% | 20.8% | 0.25 | 21.5% |
| Bitcoin (BTCUSD) | 72.5% | 66.5% | 1.11 | 8.6% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/6/2025 | -0.3% | -3.3% | -5.2% |
| 8/7/2025 | 0.0% | 9.8% | 12.1% |
| 3/20/2025 | 0.4% | 1.2% | 0.4% |
| 11/7/2024 | 2.0% | 2.0% | 8.0% |
| 8/8/2024 | -3.4% | -2.2% | -6.0% |
| 3/21/2024 | -3.2% | -4.9% | -20.5% |
| 11/9/2023 | 0.2% | 0.8% | 0.7% |
| 8/10/2023 | 0.0% | -1.6% | -6.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 9 | 7 |
| # Negative | 8 | 9 | 11 |
| Median Positive | 0.5% | 3.1% | 2.7% |
| Median Negative | -1.2% | -3.6% | -8.1% |
| Max Positive | 3.0% | 9.8% | 12.1% |
| Max Negative | -4.5% | -10.9% | -20.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 03/20/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 03/21/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 03/23/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/12/2022 | 10-Q |
| 03/31/2022 | 05/13/2022 | 10-Q |
| 12/31/2021 | 03/29/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | American, Realty Investors Inc | Direct | Buy | 1142026 | 55.50 | 70,023 | 3,886,276 | 300,172,582 | 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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