Professional
Added to YB: 2026-04-16
Pitch date: 2026-04-14
FPH [neutral]
Five Point Holdings, LLC
+0.2%
current return
Author Info
No bio for this author
Company Info
Five Point Holdings, LLC designs, develops, and owns mixed-use planned communities in California, the United States.
Market Cap
$358.2M
Pitch Price
$5.04
Price Target
15.00 (+200%)
Dividend
N/A
EV/EBITDA
9.55
P/E
5.24
EV/Sales
18.14
Sector
Real Estate Management and Development
Category
value
Black Bear Value Partners Portfolio Holding: Five Point Holdings
FPH (holding update): CA master-planned community developer w/ flagship assets in Orange County, LA, SF. NAV est up to 3x current price using conservative assumptions. Key JV obscures cash flow generation. Downside protected, poised to benefit from CA housing shortage & regulatory shifts. Long-duration, asset-heavy play on supply-constrained high-demand markets.
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