Real estate stocks eke out gains in June, post solid returns in four months of H1 2026
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Expected book value erosion of $0.35-$0.45 per share from frictional costs, and potential further erosion of $0.58-$1.24 per share from asset sales, during the disposal period
60% confidenceOppenheimer analyst Jason Helfstein maintained a Buy rating on Compass (COMP) with a $15.00 price target after management met with the firm
60% confidenceCiti upgraded American Healthcare REIT to Buy from Neutral, citing relative underperformance as an attractive entry point
60% confidenceCiti cut Sabra Health to Neutral
60% confidenceARI had roughly $1.3B of cash and $462M of book value tied up in five real estate assets, and it will take 9 to 12 months to fully dispose of the five properties
60% confidenceBTIG downgraded Apollo Commercial Real Estate Finance (ARI) to Neutral from Buy, citing that asset sales are expected to drag on book value
60% confidence
