Reading AIRE? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track AIRE free→Reading AIRE? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track AIRE free→NASDAQReal EstateReal Estate ServicesSnapshot 2026-06-16
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak, and management's recent track record has been unsteady, with frequent disruptive corporate changes. The company was unprofitable over the past year, so its earnings quality can't be assessed, and it has a capital-unfriendly stance. Risk is high, and the sector backdrop is a headwind, while compared with sector peers, it is typical. The read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 0 valuation methods, at three horizons. Current price $2.11. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Not enough valuation methods to set a 12-month read yet.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated weak grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=1506).
Over the trailing year it converted 0.64x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
26 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated volatile grew net income 54% of the time over the next year (vs 57% for the rest of the cohort, n=3774).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $-0.50 → $-0.75 (-50.0% / 30d). 1 raised, 0 cut, 1 covering analysts.
0 upgrades, 0 downgrades / 30d. 100% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$313.
How much price usually moves either way.
On a bad day, this stock has moved -$1,407.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $9,451.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: If revenue growth in the real estate sector speeds up, it may benefit reAlpha.
Confirms:Real estate sector revenue growth exceeds 5% year over year.
Disproves:Revenue growth stays below 5% year over year.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for AIRE yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Costs Associated with Exit or Disposal Activities. On May 6, 2026, reAlpha Tech Corp. (the “Company”) announced and informed its employees of a strategic restructuring (the “Plan”), which was approved by the Company’s board of directors on May 5, 2026, to yield greater efficiencies as the Company continues to scale its business to meet its profitability goal. Pursuant to the Plan, among others, the Company is expected to reduce its global headcount by approximately 21 full-time employees, in…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Real Estate Services.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
AIRE reAlpha Tech Corp | Typical Show detailsSector percentile: 33 of 100 | — | high |
CBRE CBRE Group | Above typical Show detailsSector percentile: 93 of 100 | fair | moderate |
JLL Jones Lang LaSalle | Above typical Show detailsSector percentile: 92 of 100 | fair | moderate |
CSGP CoStar Group | Above typical Show detailsSector percentile: 94 of 100 | expensive | elevated |
COMP Compass, Inc. | Typical Show detailsSector percentile: 41 of 100 | fair | elevated |
Not investment advice. As of 2026-06-16.
via XLRE
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Implement a strategic restructuring plan to yield greater efficiencies and meet profitability goals.
Emphasize growth and greater geographic alignment of homebuyer services in 2026.
Restructuring actions are expected to generate approximately $2 million in savings.
Results of Operations and Financial Condition. On April 28, 2026, reAlpha Tech Corp. (the “Company”) issued a press release regarding its financial results and business highlights for the quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K (this “Form 8-K”). The Company is making reference to non-U.S. GAAP financial information in the press release. A reconciliation of U.S. GAAP to non-U.S. GAAP results is provided in the a…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Amended and Restated 2025 Short -Term Incentive Plan As previously disclosed on the Company’s Annual Report on Form 10-K for the year ended December 31, 2025 (the “Form 10-K”), the compensation committee of the Company’s board of directors (the “Compensation Committee”) approved the Company’s 2025 Short-Term Incentive Plan (the “STIP”) on February…
of Form 8-K, the information regarding the Charter Amendment and the Series A Preferred Stock Amendment (each as defined below) set forth below in
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. As previously reported, on February 25, 2026, reAlpha Tech Corp. (the “Company”) terminated the employment of Piyush Phadke as the Company’s Chief Financial Officer, effective immediately. In connection with his termination, the Company and Mr. Phadke entered into a separation agreement, dated March 16, 2026 (the “Separation Agreement”), which cont…