Added to YB: 2026-10-07
Pitch date: 2026-10-02
HHH [bullish]
Howard Hughes Holdings Inc.
-4.52%
current return
Author Info
Building Arks has 25 years of experience as a professional and private investor. I own stocks for the very long term when I think they can compound at 15%. I write about them here. Sign up for the newsletter.
Company Info
Howard Hughes Holdings Inc., together with its subsidiaries, develops master planned communities (MPCs) in the United States.
Market Cap
$4.2B
Pitch Price
$71.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.76
P/E
14.55
EV/Sales
2.99
Sector
Real Estate Management and Development
Category
special_situation
Update: Howard Hughes accelerating monetisation
HHH (update): Howard Hughes plans to raise $3-4bn from real estate by year-end 2027 and redeploy it into Vantage, shifting capital valued below NAV into insurance that it believes can be valued at 1.5-2x book. The real-estate arm would pair a higher-multiple, capital-light asset manager with residual stakes largely funded by existing debt, without accelerating lot sales. Operating-asset monetization appears straightforward, but executing the master-planned-community joint ventures is more difficult.
Read full article (4 min)