Added to YB: 2026-01-19
Pitch date: 2025-11-17
AHH [bullish]
Armada Hoffler Properties, Inc.
+17.44%
current return
Author Info
No bio for this author
Company Info
Armada Hoffler (NYSE: AHH) is a vertically integrated, self-managed real estate investment trust with over four decades of experience developing, building, acquiring, and managing high-quality retail, office, and multifamily properties located primarily in the Mid-Atlantic and Southeastern United States.
Market Cap
$564.3M
Pitch Price
$6.01
Price Target
11.12 (+58%)
Dividend
7.95%
EV/EBITDA
14.86
P/E
37.28
EV/Sales
5.50
Sector
Diversified REITs
Category
value
Armada Hoffler Properties, Inc. - $AHH
AHH: REIT trading at 44% NAV discount ($11.1/sh target) after generational transition, equity raise at $10.7/sh, 32% dividend cut. New CEO focused on ops vs development. Strong portfolio (mid-90s occupancy, positive spreads). Completing lease-up 2026/27 driving NOI growth $163m→$190m. 10% insider ownership, aging founders signal potential sale catalyst. 8.6% yield, asymmetric risk/reward.
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