Reading MLP? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track MLP free→Reading MLP? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track MLP free→NYSEReal 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 earnings quality cannot be assessed since the company was unprofitable over the past year. Management's recent track record has been fairly steady, and it has a capital-friendly stance. Risk is elevated, and the sector backdrop is a headwind, with MLP trading below typical compared to sector peers. 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 $17.89. 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 1 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 0.03x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
7 material management or governance events in the past 24 months, led by M&A activity. Historically, Real Estate names rated neutral grew net income 57% of the time over the next year (vs 55% for the rest of the cohort, n=5004).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
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.
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 ±$95.
How much price usually moves either way.
On a bad day, this stock has moved -$381.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $2,879.
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: Making more money is very important. It shows the company is doing better.
Confirms:Operating income is expected to rise by at least 10% in the next report.
Disproves:Operating income may drop or stay the same year-over-year in the next report.
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 MLP 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.
Chief Investment Officer — Ryan Panopio: The appointment of a new Chief Investment Officer with extensive experience in real estate investment and capital markets.
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: 2011-Q2, 2011-Q3, 2024-Q2, 2024-Q3
A side-by-side read on sector standing, valuation, and risk versus Real Estate Services.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
MLP Maui Land & Pineapple Co., Inc. | Below typical Show detailsSector percentile: 21 of 100 | — | elevated |
CBRE CBRE Group | Above typical Show detailsSector percentile: 94 of 100 | fair | moderate |
JLL Jones Lang LaSalle | Above typical Show detailsSector percentile: 96 of 100 | fair | moderate |
CSGP CoStar Group | Above typical Show detailsSector percentile: 93 of 100 | expensive | elevated |
COMP Compass, Inc. | Typical Show detailsSector percentile: 41 of 100 | fair | elevated |
Not investment advice. As of 2026-06-16.
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.
Focus on enhancing the land development pipeline to drive growth.
Enhance operating income through cost management and efficiency improvements.
Why it matters: The real estate sector is maturing. Changes could affect MLP's growth potential.
Confirms one read:Sector revenue growth is speeding up again, showing a good environment.
Confirms the other:Sector revenue growth is slowing down, which is bad for MLP.
Why it matters: The new Chief Investment Officer is focused on improving land development. This could drive growth.
Confirms:A press release will share new land development projects or partnerships from the company.
Disproves:No new updates or projects on land development will be announced next quarter.
ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT On May 27, 2026, Maui Land & Pineapple Company, Inc., a Delaware corporation (the “Company”), entered into a Purchase and Sale Agreement and Escrow Instructions (the “Purchase Agreement”) with DC Kapalua 1 Property, LLC, a Delaware corporation, (the “Buyer”), pursuant to which the Company agrees to sell to the Buyer certain real property (the “Property”) located in Kapalua, Maui, Hawaii, consisting of (i) 8.783 acres of land (“Lot 2-D”), and (ii) up…
RESULTS OF OPERATIONS AND FINANCIAL CONDITION On May 15, 2026, the Company issued a press release, which sets forth the results of its operations for the quarter ended March 31, 2026. A copy of the press release is filed herewith as Exhibit 99.1 and incorporated herein by reference. Such information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and is not incorporated by reference into any filing of the Company, whether made before…
REGULATION FD DISCLOSURE On May 18, 2026, Maui Land & Pineapple Company, Inc. (the “Company”) entered into a Memorandum of Understanding (the “MOU”) with the County of Maui, a political subdivision of the State of Hawaii, regarding the parties’ mutual intention to negotiate and enter into agreements for the sale or lease of certain real property and water infrastructure assets in West Maui and Upcountry Maui. The MOU sets forth certain conditions that must be satisfied in order for the partie…
RESULTS OF OPERATIONS AND FINANCIAL CONDITION On March 31, 2026, Maui Land & Pineapple Company, Inc. (the "Company") issued a press release, which sets forth the results of its operations for the fiscal year ended December 31, 2025. A copy of the press release is filed herewith as Exhibit 99.1 and incorporated herein by reference. Such information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, and is not incorporated by reference int…