Altus Group Limited AIF

Altus Group has spent the past few years in reverse, with the share price down sharply, even as the business leans harder into commercial real estate software and data. That slide raises a simple question for investors who care about cash generation: Is the current valuation properly reflecting the cash flows the company is expected to produce? Over the past 5 years Altus Group shares have fallen about 23.3%, which puts the focus squarely on whether the underlying cash flows justify even the...

Altus Group data shows CRE inflation hedging varies by subtype, with warehouse and mall leases converting rent gaps into income.

The office recovery is being led by deal count, while large buildings return at sharply lower prices than before the pandemic.