American Assets Trust owns and operates a diversified portfolio of office, retail, multifamily and mixed-use properties, concentrated in the high-barrier coastal markets of San Diego, Honolulu, Seattle and Southern California. Its advantage is the quality of that footprint: scarce, well-located assets that tend to hold occupancy better than commodity office space, though the 1.4% revenue growth in the data shows little top-line momentum to lean on. The growth case rests on lease-up and rent resets across the portfolio rather than on acquisitions, and investors should check whether the stated occupancy and renewal spreads are translating into revenue. At a 24.3% operating margin and 2.2% ROE, the economics are thin for a REIT, and the 74.0x trailing and 60.6x forward P/E imply the market is paying for a recovery that the reported numbers do not yet show. With a 46/100 score and no index membership, the name is a candidate for a deeper look only if the portfolio's cash flow and leasing data justify that premium.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 12 Oct 2026, 00:00 CEST | ACCE price target | $22.00 | first publication | $21.52 |
| 26 Sept 2026, 00:00 CEST | Fair value | $12.20 | $12.40 | $21.49 |
| 11 Sept 2026, 00:00 CEST | Fair value | $12.40 | $12.61 | $21.58 |
| 28 Aug 2026, 00:00 CEST | Fair value | $12.61 | $11.86 | $22.52 |
| 26 Aug 2026, 00:00 CEST | Fair value | $11.86 | $9.34 | $22.78 |
| 23 Aug 2026, 00:00 CEST | Fair value | $9.34 | $12.66 | $22.77 |
| 20 Aug 2026, 00:00 CEST | Fair value | $12.66 | $14.28 | $22.76 |
| 18 Aug 2026, 00:00 CEST | Fair value | $14.28 | $13.76 | $22.81 |
| 12 Aug 2026, 00:00 CEST | Fair value | $13.76 | $14.48 | $22.35 |
| 27 Jul 2026, 00:00 CEST | Fair value | $14.48 | $14.72 | $24.30 |
Answered from American Assets Trust Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| AAT American Assets Trust Inc. Common Stock | $21.36 | - | - | 73.7x | 2.2% | 58 | 42 |
| GNL Global Net Lease Inc. Common Stock | $7.28 | - | - | - | -1.0% | 50 | 42 |
| CLW.AX Charter Hall Long WALE REIT | A$3.30 | A$5 | 39% below | 8.6x | 8.3% | 73 | 68 |
| ESRT Empire State Realty Trust Inc. Class A Common Stock | $4.93 | - | - | 246.5x | 0.5% | 45 | 35 |
| YGMP.MC GMP Property SOCIMI, S.A. | €62.00 | €141 | 56% below | 6.4x | 10.6% | 81 | 63 |
| ICAD.PA Icade | €14.55 | - | - | - | -5.2% | 43 | 38 |
| JBGS JBG SMITH Properties Common Shares | $11.39 | $6 | 106% above | - | -10.9% | 34 | 33 |
Where AAT ranks against its sector peers on each metric.