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Upturn AI SWOT - About
AAT 
American Assets Trust Inc (AAT)
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Upturn Advisory Summary
08/14/2025: AAT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $21
1 Year Target Price $21
| 0 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 25.91% | Avg. Invested days 74 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.51B USD | Price to earnings Ratio 16.12 | 1Y Target Price 21 |
Price to earnings Ratio 16.12 | 1Y Target Price 21 | ||
Volume (30-day avg) 3 | Beta 1.19 | 52 Weeks Range 16.41 - 27.89 | Updated Date 08/15/2025 |
52 Weeks Range 16.41 - 27.89 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 6.86% | Basic EPS (TTM) 1.21 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-07-28 | When Before Market | Estimate 0.1 | Actual 0.09 |
Profitability
Profit Margin 16.42% | Operating Margin (TTM) 24.31% |
Management Effectiveness
Return on Assets (TTM) 2.55% | Return on Equity (TTM) 8.26% |
Valuation
Trailing PE 16.12 | Forward PE - | Enterprise Value 2754638569 | Price to Sales(TTM) 3.36 |
Enterprise Value 2754638569 | Price to Sales(TTM) 3.36 | ||
Enterprise Value to Revenue 6.08 | Enterprise Value to EBITDA 9.09 | Shares Outstanding 61152500 | Shares Floating 52250566 |
Shares Outstanding 61152500 | Shares Floating 52250566 | ||
Percent Insiders 1.55 | Percent Institutions 94.3 |
Upturn AI SWOT
American Assets Trust Inc
Company Overview
History and Background
American Assets Trust, Inc. was founded in 1967 as American Assets, Inc. and became a publicly traded REIT in 2011. The company focuses on acquiring, developing, and operating retail, office, and residential properties.
Core Business Areas
- Retail: Focuses on acquiring, developing, and operating retail properties, including shopping centers and mixed-use developments.
- Office: Owns and manages office buildings, catering to various tenants.
- Residential: Develops and operates luxury apartment communities.
- Mixed-Use: Integrated properties combining retail, office, and residential components.
Leadership and Structure
Ernest Rady is the Executive Chairman. Robert F. Barton is the President and CEO. The company has a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Retail Properties: These properties are a significant revenue source. American Assets Trust leases spaces to various retail tenants. Market share data is not readily available. Competitors include Simon Property Group (SPG), Regency Centers Corporation (REG).
- Office Buildings: Commercial office space rental. Revenue figures are significant but detailed market share data is not easily sourced. Competitors include Boston Properties (BXP), Kilroy Realty Corporation (KRC).
- Apartment Communities: Luxury residential rentals. Revenue generation is significant, but detailed market share is hard to determine. Competitors include Equity Residential (EQR), AvalonBay Communities (AVB).
Market Dynamics
Industry Overview
The REIT sector is influenced by interest rates, economic growth, and property demand. Retail faces challenges from e-commerce, while office is affected by remote work trends. Residential is sensitive to housing affordability.
Positioning
American Assets Trust focuses on high-barrier-to-entry markets with a concentration on the West Coast. They emphasize high-quality properties and mixed-use developments, aiming for premium tenants and residents.
Total Addressable Market (TAM)
The TAM is estimated to be several trillion dollars across all REIT subsectors in the US. American Assets Trust's positioning allows them to capture a portion of the high-end market segment, focusing on premium properties. Specific TAM for their high-end segment is unavailable.
Upturn SWOT Analysis
Strengths
- High-quality properties
- Strong presence in attractive markets
- Diversified portfolio
- Experienced management team
- Strong financial position
Weaknesses
- Geographic concentration (West Coast)
- Exposure to economic downturns in specific regions
- Potential vacancy risks
- Reliance on rental income
Opportunities
- Acquisitions of undervalued properties
- Development of new mixed-use projects
- Expansion into new markets
- Capitalizing on demand for high-end residential and commercial spaces
Threats
- Economic recessions
- Rising interest rates
- Increased competition
- Changes in consumer behavior (e-commerce, remote work)
- Regulatory changes
Competitors and Market Share
Key Competitors
- Simon Property Group (SPG)
- Boston Properties (BXP)
- Equity Residential (EQR)
- Regency Centers Corporation (REG)
- AvalonBay Communities (AVB)
- Kilroy Realty Corporation (KRC)
Competitive Landscape
American Assets Trust differentiates itself through high-quality properties in key markets. However, it is smaller than some of its major competitors, which have greater geographic diversification and capital resources. AAT focuses on specific niche areas.
Growth Trajectory and Initiatives
Historical Growth: Historical data is required to be sourced to do the yearly analysis.
Future Projections: Future projections require access to analyst reports and estimates.
Recent Initiatives: Recent initiatives often include property acquisitions, developments, and capital market activities.
Summary
American Assets Trust is a solid REIT with a focus on high-quality properties and strategic locations. Its strengths lie in its portfolio quality and experienced management. However, its geographic concentration and smaller size compared to larger competitors present challenges. Keeping an eye on interest rates and economic fluctuations is crucial for its performance. They need to expand into new markets to compete.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Financial news providers
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on approximations. Requires further research of SEC filing data.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About American Assets Trust Inc
Exchange NYSE | Headquaters San Diego, CA, United States | ||
IPO Launch date 2011-01-13 | CEO, President & Secretary Mr. Adam Wyll | ||
Sector Real Estate | Industry REIT - Diversified | Full time employees 236 | |
Full time employees 236 | |||
American Assets Trust, Inc. is a full service, vertically integrated and self-administered real estate investment trust (REIT), headquartered in San Diego, California. The company has over 55 years of experience in acquiring, improving, developing and managing premier office, retail, and residential properties throughout the United States in some of the nation's most dynamic, high-barrier-to-entry markets primarily in Southern California, Northern California, Washington, Oregon, Texas and Hawaii. The company's office portfolio comprises approximately 4.1 million rentable square feet, and its retail portfolio comprises approximately 2.4 million rentable square feet. In addition, the company owns one mixed-use property (including approximately 94,000 rentable square feet of retail space and a 369-room all-suite hotel) and 2,302 multifamily units. In 2011, the company was formed to succeed to the real estate business of American Assets, Inc., a privately held corporation founded in 1967 and, as such, has significant experience, long-standing relationships and extensive knowledge of its core markets, submarkets and asset classes.
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