Persistent Remote Work And Tenant Downsizing Will Undermine Office Assets

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AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Published
02 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$38.67
2.2% undervalued intrinsic discount
07 Aug
US$37.81
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1Y
15.5%
7D
0.7%

Author's Valuation

US$38.7

2.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 May 25
Fair value Decreased 1.01%

Shared on30 Apr 25
Fair value Decreased 0.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.49%

AnalystConsensusTarget has decreased revenue growth from 1.5% to 1.2%.

Shared on02 Apr 25
Fair value Decreased 2.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 3.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 12%

AnalystConsensusTarget has decreased revenue growth from 3.0% to 1.6% and increased future PE multiple from 39.5x to 46.0x.