Greystone Housing Impact Investors LP

Greystone Housing Impact Investors LP (GHI) is currently classified as Commercial Banks within Banks (Financials). Classification confidence: 0.81 (rule-based classification). Capital structure on the latest snapshot: total assets 1,486,983,107 USD, total equity 0, short-term debt 0, long-term debt 0. Net cash position is approximately 20,627,838 USD. Profitability profile: revenue 21,785,203, gross profit 0, operating income 0, net income 1,326,380. Return on assets ~-0.5%. Operating-cash-flow to net-income ratio is -4.93. Risk profile from automated assessment: liquidity risk low, dilution risk medium. Flags: Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] 8-K: 8-K (sec_8k_material) on GHI — filing_type=8-K; max_severity=high; ignored_items=['9.01']; material_items=['5.02']; all_items_found=['5.02', '9.01']; severity_per_code={'5.02': 'high'}; contributing_watchers=sec_8k_material (source=sec_8k_material; url=0001193125-26-296254). Additional context: 8-K: filing_type=8-K; max_severity=high; ignored_items=['9.01']; material_items=['5.02']; all_items_found=['5.02', '9.01']; severity_per_code={'5.02': 'high'}; contributing_watchers=sec_8k_material. Comparable peers identified within the same class: JPMorgan Chase, Bank of America, Citigroup.

Greystone Housing Impact Investors LP (GHI) experienced a significant downward revision in its calculated market share, which dropped by approximately 99.21% from 0.000156% to 0.00000124%. This adjustment, flagged as a medium-severity change, was driven by an update to the internal analysis narrative and key takeaways, resulting in a revised conclusion regarding the firm's market positioning. The structural profile of GHI remains static, with no reported officers, analysts, index memberships, or top holders recorded in the current dataset. This lack of external coverage or disclosed major stakeholders underscores the limited public visibility of the entity, making the internal recalibration of market metrics the primary point of interest for observers. Activity surrounding the company has been minimal, with cross-source signals indicating zero dispatches for the majority of the period leading up to July 2026. A single dispatch was recorded on July 7, 2026, but sentiment data was not available for this event, suggesting that the market share revision did not trigger a broader wave of external commentary or news flow. The significance of the market share decline lies in its magnitude, reflecting a near-total erosion of the previously estimated footprint. However, given the absence of material changes in other operational fields and the lack of corroborating external signals, this shift appears to be a result of analytical refinement rather than a sudden operational collapse or strategic pivot.

Analysts project 36.7% upside to a $7.00 target price, signaling strong institutional confidence in Greystone's future performance.

Net income surged 380.1% year-over-year to $21.3 million in FY2025, demonstrating significant profitability improvement.

Total assets grew 5.1% year-over-year to $1.58 billion in FY2025, indicating steady balance sheet expansion.

Revenue increased 6.9% year-over-year to $91.3 million in FY2025, reflecting consistent top-line growth.

The company maintains a substantial book value of $368.5 million, providing a solid capital base for operations.

Return on assets is negative at -0.51%, indicating inefficient use of assets to generate profit.

Cash conversion ratio of -4.93 ranks in the bottom quartile among 941 comparable companies.

Medium dilution risk exists, potentially eroding shareholder value through future equity issuances.

Top five holders own 0.0% of shares, suggesting extremely low institutional ownership concentration.

Revenue $21.8M; Net margin 6.1%.

• ▍Revenue $21.8M
• ▍Net margin 6.1%

Revenue $70.4M; Net margin -2.5%.

• ▍Revenue $70.4M
• ▍Net margin -2.5%

Revenue $48.7M; Net margin -7.7%.

• ▍Revenue $48.7M
• ▍Net margin -7.7%

Revenue $85.4M; Net margin -8.9%.

• ▍Revenue $85.4M
• ▍Net margin -8.9%

Revenue $91.3M; Operating income $10.1M.

• ▍Revenue $91.3M
• ▍Operating income $10.1M
• ▍Net margin 23.4%

Revenue $91.3M; Net margin 23.4%.

• ▍Revenue $91.3M
• ▍Net margin 23.4%

Revenue $24.3M; Operating income -$4.6M.

• ▍Revenue $24.3M
• ▍Operating income -$4.6M
• ▍Operating margin -19.0%

Revenue $22.0M; Operating income $5.2M.

• ▍Revenue $22.0M
• ▍Operating income $5.2M
• ▍Operating margin 23.6%