Added to YB: 2025-09-10
Pitch date: 2025-09-08
JBGS [neutral]
JBG SMITH Properties
-37.17%
current return
Author Info
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Company Info
JBG SMITH Properties owns, operates, and develops mixed-use properties concentrated in amenity-rich, Metro-served submarkets.
Market Cap
$848.8M
Pitch Price
$22.92
Price Target
N/A
Dividend
4.80%
EV/EBITDA
19.53
P/E
-7.90
EV/Sales
7.62
Sector
Office REITs
Category
value
Raging Bull Investments | Idea Update - 9/8/2025 - JBG Smith Properties (Closing)
JBGS closed: 52% TSR, 45% IRR over 14 months. Bought back 26M shares (25% equity) at ~7% implied cap while selling assets sub-5% caps. Returned $450M to shareholders (30% starting market cap). NAV ~$25/share vs $22.50 current price. Closing position after strong performance.
Read full article (3 min)