JBGS
JBG SMITHJBGS
JBGS
About: JBG SMITH Properties is a real estate investment trust based in the United States. It owns, operates, invests in, and develops real estate assets concentrated in amenity-rich, metro-served submarkets in and around Washington, DC. In addition, the company also provides fee-based real estate services to legacy funds through its third-party real estate services business. The operating segments of the company are commercial, multifamily, and third-party asset management and real estate services. It generates maximum revenue from the commercial segment.
Employees: 645
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
91% more call options, than puts
Call options by funds: $183K | Put options by funds: $96K
2% more capital invested
Capital invested by funds: $1.21B [Q4 2024] → $1.23B (+$21M) [Q1 2025]
0.02% more ownership
Funds ownership: 92.97% [Q4 2024] → 92.99% (+0.02%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
0% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 26
1% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 67
3% less funds holding
Funds holding: 213 [Q4 2024] → 206 (-7) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$17
7%
downside
Avg. target
$17
7%
downside
High target
$17
7%
downside
1 analyst rating
0 positive
0%
0 neutral
0%
1 negative
100%
Evercore ISI Group Steve Sakwa | 7%downside $17 | Underperform Maintained | 19 May 2025 |
Financial journalist opinion
Based on 3 articles about JBGS published over the past 30 days
Negative
Seeking Alpha
3 days ago
JBG SMITH: Sell Now, Maybe Buy Later
JBG Smith's fundamentals are deteriorating: declining revenues, negative FFO growth, high debt, and unsafe dividend make the outlook bleak. The company's transition from office to multifamily assets is visionary, but current execution is weighed down by weak financials. Dividend yield appears attractive enough but is unsafe, with a high likelihood of further cuts and a payout ratio exceeding 100%.
Positive
Seeking Alpha
1 week ago
U.S. REIT Share Repurchase Activity Doubles In Q1 2025
Share buyback activity by US equity real estate investment trusts more than doubled in the first quarter, according to an analysis by S&P Global Market Intelligence. The US REIT sector bought back around $993.2 million in common stock in the period, more than twice as much as the $456.2 million in the fourth quarter of 2024 and up 15.5% year over year. More than a dozen REITs announced new share repurchase programs during the first quarter.
Negative
Seeking Alpha
2 weeks ago
U.S. REIT Same-Store Net Operating Income Growth Slips In Q1
US equity REITs reported a marginal decline in the median growth rate of their same-store NOI in Q1 as the commercial real estate market continues to face macroeconomic challenges. Among all US equity REITs, the healthcare sector recorded the largest year-over-year gain in same-store NOI during the first quarter, with a median increase of 7.1%. During the first quarter, the office segment incurred losses in its same-store NOI, posting a median year-over-year decline of 0.9%.
Negative
Seeking Alpha
1 month ago
Sell These 10 REITs While You Still Can
This neither the best of times nor the worst of times for REIT investors. This article presents a list of 10 REITs that would merit a Sell rating even in the best of times, given their current condition. All 10 REITs face significant risks due to revenue shrinkage, and most are struggling with heavy indebtedness and a high risk of dividend cuts.
Neutral
Business Wire
1 month ago
JBG SMITH Announces First Quarter 2025 Results
BETHESDA, Md.--(BUSINESS WIRE)--JBG SMITH (NYSE: JBGS), a leading owner, operator, and developer of mixed-use properties in the Washington, DC market, today filed its Form 10-Q for the quarter ended March 31, 2025 and reported its financial results. Additional information regarding our results of operations, properties, and tenants can be found in our First Quarter 2025 Investor Package, which is posted in the Investor Relations section of our website at www.jbgsmith.com. We encourage investors.
Neutral
Business Wire
1 month ago
JBG SMITH Declares a Quarterly Common Dividend of $0.175 Per Share
BETHESDA, Md.--(BUSINESS WIRE)--JBG SMITH (NYSE: JBGS), a leading owner, operator, and developer of mixed-use properties in the Washington, DC market, today announced that its Board of Trustees has declared a quarterly dividend of $0.175 per common share. The dividend will be paid on May 22, 2025 to common shareholders of record as of May 8, 2025. About JBG SMITH JBG SMITH owns, operates and develops mixed-use properties concentrated in amenity-rich, Metro-served submarkets in and around Washin.
Neutral
Seeking Alpha
1 month ago
Short Interest Down For U.S. REITs In March, Up For Advertising REITs
Average short interest in US equity real estate investment trusts decreased moderately in March. US REITs' short interest fell 3 basis points month over month to 3.7% of shares outstanding on average in March. The shopping center segment logged the biggest decline in March compared to the previous month, down 1.2 percentage points to 3.3% of shares outstanding on average.
Neutral
Business Wire
2 months ago
JBG SMITH Announces Date of First Quarter 2025 Results
BETHESDA, Md.--(BUSINESS WIRE)--JBG SMITH (NYSE: JBGS), a leading owner and developer of mixed-use properties in the Washington, DC market, today announced that it will report first quarter 2025 financial results after the close of trading on April 29, 2025. The Company's quarterly investor package, including its earnings release, will be available in the Investor Relations section of its website at investors.jbgsmith.com. About JBG SMITH JBG SMITH owns, operates and develops mixed-use properti.
Positive
Seeking Alpha
2 months ago
JBG SMITH: Wide Margin Of Safety Amid Government Layoffs
JBG SMITH Properties is an office REIT that has seen the significance of its multifamily portfolio increase in recent years. The REIT's focus on the Washington, DC area makes it exposed to ongoing workforce optimization under President Trump. I show that using 5.5-6.0% NOI cap rates to value the multifamily portfolio leaves a wide margin of safety regarding the value of the commercial/ground lease portfolio.
Neutral
Business Wire
3 months ago
JBG Smith Announces Fourth Quarter and Full Year 2024 Results
BETHESDA, Md.--(BUSINESS WIRE)--JBG SMITH (NYSE: JBGS), a leading owner, operator, and developer of high-quality, mixed-use properties in the Washington, DC market, today filed its Form 10-K for the year ended December 31, 2024 and reported its financial results. Additional information regarding our results of operations, properties, and tenants can be found in our Fourth Quarter 2024 Investor Package, which is posted in the Investor Relations section of our website at www.jbgsmith.com. We enco.
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