(AIV) Apartment Investment - Overview

Sector: Real Estate | Industry: REIT - Residential | Exchange: NYSE (USA) | Market Cap: 609m USD | Total Return: -2.1% in 12m

Apartment Rentals, Real Estate Development, Property Redevelopment
Total Rating 27
Safety 32
Buy Signal -0.24
REIT - Residential
Industry Rotation: -2.2
Market Cap: 609M
Avg Turnover: 4.25M
Risk 3d forecast
Volatility19.6%
VaR 5th Pctl3.29%
VaR vs Median1.82%
Reward TTM
Sharpe Ratio-0.20
Rel. Str. IBD24.3
Rel. Str. Peer Group32.1
Character TTM
Beta0.177
Beta Downside0.291
Hurst Exponent0.404
Drawdowns 3y
Max DD36.11%
CAGR/Max DD-0.03
CAGR/Mean DD-0.10

Warnings

Earnings expected to drop: P/E 22.3 → Forward 714.3

Interest Coverage Ratio 0.9 is critical

Altman Z'' -0.77 < 1.0 - financial distress zone

Tailwinds

No distinct edge detected

Description: AIV Apartment Investment

Apartment Investment and Management Company (AIV), known as Aimco, is a Maryland-incorporated real estate firm focused on value-add and opportunistic investments within the U.S. multifamily housing sector. Unlike traditional REITs that prioritize stable yield, Aimco’s business model targets capital appreciation through the redevelopment and repositioning of apartment communities.

The multifamily sector typically benefits from shorter lease terms compared to commercial real estate, allowing for more frequent rent adjustments in response to inflation or market demand. Aimco operates as a small-cap entity within the GICS Multi-Family Residential REITs sub-industry, a segment where human capital and operational expertise are critical for executing complex construction and renovation projects.

Investors can evaluate the underlying asset quality and valuation metrics of this portfolio on ValueRay. Founded in 1975 and public since 1994, the company maintains a diversified geographic footprint across major U.S. markets to mitigate localized economic risks.

Headlines to Watch Out For
  • Value-add redevelopment projects drive net asset value and rental premiums
  • Capital recycling through asset sales funds opportunistic development pipeline
  • Interest rate volatility impacts cost of debt and transaction volume
  • Occupancy levels and rent growth in core coastal urban markets
Piotroski VR-10 (Strict) 3.5
Net Income: 554.0m TTM > 0 and > 6% of Revenue
FCF/TA: -0.15 > 0.02 and ΔFCF/TA -8.98 > 1.0
NWC/Revenue: -103.4% < 20% (prev 90.13%; Δ -193.5% < -1%)
CFO/TA 0.01 > 3% & CFO 8.09m > Net Income 554.0m
Net Debt (257.8m) to EBITDA (90.8m): 2.84 < 3
Current Ratio: 0.70 > 1.5 & < 3
Outstanding Shares: last quarter (136.9m) vs 12m ago 0.0% < -2%
Gross Margin: -33.52% > 18% (prev 0.55%; Δ -3.41k% > 0.5%)
Asset Turnover: 8.38% > 50% (prev 10.31%; Δ -1.93% > 0%)
Interest Coverage Ratio: 0.92 > 6 (EBITDA TTM 90.8m / Interest Expense TTM 35.6m)
Altman Z'' -0.77
A: -0.10 (Total Current Assets 327.3m - Total Current Liabilities 470.5m) / Total Assets 1.43b
B: -0.05 (Retained Earnings -68.7m / Total Assets 1.43b)
C: 0.02 (EBIT TTM 32.8m / Avg Total Assets 1.65b)
D: -0.09 (Book Value of Equity -67.3m / Total Liabilities 727.9m)
Altman-Z'' = -0.77 = CCC
Beneish M -2.26
DSRI: 1.71 (Receivables 103.0m/83.9m, Revenue 138.5m/193.0m)
GMI: 1.00 (fallback, negative margins)
AQI: 0.99 (AQ_t 0.70 / AQ_t-1 0.70)
SGI: 0.72 (Revenue 138.5m / 193.0m)
TATA: 0.38 (NI 554.0m - CFO 8.09m) / TA 1.43b)
Beneish M = -2.26 (Cap -4..+1) = BBB
What is the price of AIV shares?

As of May 30, 2026, the stock is trading at USD 4.20 with a total of 859,124 shares traded.
Over the past week, the price has changed by -0.47%, over one month by -0.24%, over three months by -4.76% and over the past year by -2.10%.

Is AIV a buy, sell or hold?

Apartment Investment has received a consensus analysts rating of 3.00. Therefore, it is recommended to hold AIV.

  • StrongBuy: 0
  • Buy: 0
  • Hold: 1
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the AIV price?
Analysts Target Price 7 66.7%
Apartment Investment (AIV) - Fundamental Data Overview as of 30 May 2026
Market Cap USD = 608.5m (608.5m USD * 1.0 USD.USD)
P/E Trailing = 22.2632
P/E Forward = 714.2857
P/S = 4.394
P/B = 1.7174
P/EG = 839.3182
Revenue TTM = 138.5m USD
EBIT TTM = 32.8m USD
EBITDA TTM = 90.8m USD
Long Term Debt = 458.8m USD (from longTermDebt, last quarter)
Short Term Debt = 470.5m USD (from shortTermDebt, last quarter)
Debt = 482.1m USD (from shortLongTermDebtTotal, last quarter) + Leases 11.7m
Net Debt = 257.8m USD (calculated: Debt 482.1m - CCE 224.3m)
Enterprise Value = 866.3m USD (608.5m + Debt 482.1m - CCE 224.3m)
Interest Coverage Ratio = 0.92 (Ebit TTM 32.8m / Interest Expense TTM 35.6m)
EV/FCF = -4.11x (Enterprise Value 866.3m / FCF TTM -211.0m)
FCF Yield = -24.36% (FCF TTM -211.0m / Enterprise Value 866.3m)
 FCF Margin = -152.4% (FCF TTM -211.0m / Revenue TTM 138.5m)
 Net Margin = 400.0% (Net Income TTM 554.0m / Revenue TTM 138.5m)
 Gross Margin = -33.52% ((Revenue TTM 138.5m - Cost of Revenue TTM 184.9m) / Revenue TTM)
Gross Margin QoQ = none% (prev 50.45%)
Tobins Q-Ratio = 0.60 (Enterprise Value 866.3m / Total Assets 1.43b)
Interest Expense / Debt = 7.37% (Interest Expense 35.6m / Debt 482.1m)
Taxrate = 21.0% (US default 21%)
NOPAT = 25.9m (EBIT 32.8m * (1 - 21.00%))
Current Ratio = 0.70 (Total Current Assets 327.3m / Total Current Liabilities 470.5m)
Debt / Equity = 0.68 (Debt 482.1m / totalStockholderEquity, last quarter 705.9m)
Debt / EBITDA = 2.84 (Net Debt 257.8m / EBITDA 90.8m)
 Debt / FCF = -1.22 (negative FCF - burning cash) (Net Debt 257.8m / FCF TTM -211.0m)
 Total Stockholder Equity = 305.3m (last 4 quarters mean from totalStockholderEquity)
RoA = 33.51% (Net Income 554.0m / Total Assets 1.43b)
RoE = 181.4% (Net Income TTM 554.0m / Total Stockholder Equity 305.3m)
RoCE = 4.29% (EBIT 32.8m / Capital Employed (Equity 305.3m + L.T.Debt 458.8m))
RoIC = 2.14% (NOPAT 25.9m / Invested Capital 1.21b)
WACC = 6.26% (E(608.5m)/V(1.09b) * Re(6.61%) + D(482.1m)/V(1.09b) * Rd(7.37%) * (1-Tc(0.21)))
Discount Rate = 6.61% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -17.98 | Cagr: -1.37%
 [DCF] Fair Price = unknown (Cash Flow -211.0m)
 EPS Correlation: N/A | EPS CAGR: N/A | SUE: 2.43 | # QB: 2
Revenue Correlation: 22.55 | Revenue CAGR: 0.97% | SUE: N/A | # QB: 0