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Upturn AI Summary - About
Apartment Investment and Management Co(AIV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AIV
11/09/2026: AIV (1-star) is currently NOT-A-BUY. Pass it for now.
Apartment Investment and Management Co is a real estate investment trust that now focuses on the development and redevelopment of apartment communities following the 2020 separation of its stabilized assets. Its primary strength lies in an experienced team capable of managing complex real estate projects, providing a path to value creation beyond simple ownership. The main investment story centers on its ability to source and execute profitable developments. However, investors face significant risks, including high sensitivity to construction costs, interest rate volatility, and execution challenges. This stock may suit investors seeking development-driven growth, provided they are prepared for the higher risk profile inherent in this specialized model.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | AIV offers growth potential through real estate development but carries execution and market risks. |
| Momentum investor | Weak fit | The stock has historically lacked the consistent upward momentum often sought by this style. |
| Value investor | Mixed fit | Value investors may be attracted to the underlying asset value, though the stock requires careful assessment of development risks. |
| Dividend investor | Weak fit | AIV's dividend yield is currently not the primary feature compared to more traditional stabilized REITs. |
| Low-risk investor | Weak fit | Development-focused REITs carry higher operational and interest-rate sensitivity than conservative, income-oriented peers. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price can fluctuate significantly based on development project status and broader market interest rate trends. |
| Valuation risk | Medium | Accurately pricing a development-heavy pipeline remains complex compared to valuing stabilized income-producing properties. |
| Competition risk (multi-family) | Medium / high | Larger REITs with scale advantages compete for the same prime development sites and rental tenants. |
| Business quality | Medium | The company has narrowed its focus, which creates concentration risk regarding development project execution. |
| Dividend income | Low | Dividend income is not the primary driver for this investment, as capital is prioritized for development projects. |
| Execution risk | High | Success is highly dependent on the ability to entitle, build, and lease up new projects on time and within budget. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -5.31% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 239.12M USD | Price to earnings Ratio 8.16 | 1Y Target Price 7 |
Price to earnings Ratio 8.16 | 1Y Target Price 7 | ||
Volume (30-day avg) 2.4M shares | Beta 1.27 | 52 Weeks Range 1.52 - 3.15 | Updated Date 11/08/2026 |
52 Weeks Range 1.52 - 3.15 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.19 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Development | Revenue and value creation from constructing and stabilizing new apartment communities. | Profit comes from building new apartments and realizing value as they become fully occupied. |
| Property Management | Fees and operating income from managing real estate assets. | The company collects revenue from rents and management fees on the properties it oversees. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 8.16 | Forward PE 714.29 | Enterprise Value 587.27M | Price to Sales(TTM) 1.73 |
Enterprise Value 587.27M | Price to Sales(TTM) 1.73 | ||
Enterprise Value to Revenue 7.87 | Enterprise Value to EBITDA 10.7 | Shares Outstanding 145.24M | Shares Floating 104.75M |
Shares Outstanding 145.24M | Shares Floating 104.75M | ||
Percent Insiders 2.39 | Percent Institutions 77.87 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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