Great Elm Group Sets $1B Growth Goal for Monomoy REIT via Strategic Alliances and Exceptional Performance

Written by Emily J. Thompson, Senior Investment Analyst

Source: SeekingAlpha

Updated: Sep 03 2025

0mins

GEGGL+0.02%

GEG-0.97%

Should l Buy GEGGL?

Source: SeekingAlpha

Record Financial Performance: Great Elm Group reported a record net income of $15.7 million for Q4 2025, with a 24% year-over-year increase in book value per share, and significant revenue growth driven by its credit segment and the newly launched Monomoy Construction Services.
Strategic Growth Initiatives: The company announced a strategic partnership with Kennedy Lewis Investment Management, aiming to scale Monomoy REIT towards a $1 billion asset target, while also expanding its credit and real estate platforms, supported by recent capital raises and a strong cash position.

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GEGGL

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Analyst Views on GEGGL

Wall Street analysts forecast GEGGL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GEGGL is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

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About GEGGL

Great Elm Group, Inc. is an alternative asset management company. The Company is focused on growing a scalable and diversified portfolio of long-duration and permanent capital vehicles across credit, real estate, specialty finance, and other alternative strategies. The Company and its subsidiaries manage Great Elm Capital Corp., a business development company, and Monomoy Properties REIT, LLC, an industrial-focused real estate investment trust, in addition to other investments. Its wholly owned subsidiaries include Great Elm Capital Management, Inc. (GECM), Great Elm Opportunities GP, Inc. (GEO GP), Great Elm Capital GP, LLC (GEC GP), Great Elm Investments, LLC (GEI), Great Elm FM Acquisition, Inc. (FM Acquisition), Great Elm DME Holdings, Inc. (DME Holdings), Great Elm DME Manager, LLC (DME Manager), Monomoy CRE, LLC (MCRE), Monomoy BTS Construction Management, LLC (MCM), and Monomoy BTS Corporation (MBTS), among others.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Great Elm Group Q2 2026 Earnings Call Insights

3 days agoseekingalpha

Declining Financial Performance: Great Elm Group reported second-quarter revenue of $3 million, down from $3.5 million in the prior year, primarily due to reduced property sales and incentive fees, indicating vulnerability amid market volatility.
Significant Unrealized Losses: The company recorded a net loss of $16.5 million for the quarter, driven largely by $14.4 million in unrealized losses, reflecting market valuation pressures on CoreWeave and GECC investments, highlighting severe financial challenges.
Asset Management Growth: As of December 2026, total assets under management reached $740 million, with fee-paying assets increasing 4% year-over-year to approximately $561 million, demonstrating efforts to expand the asset management platform despite adverse conditions.
Ongoing Buyback Program: The company repurchased approximately 1.1 million shares at an average price of $2.47 per share during the quarter, totaling about 6.4 million shares since inception, showcasing management's confidence in the company's long-term value.