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GVREIT Fair Value & Analysis

Real Estate · TH · Market cap 6.8B THB

G GVREIT GVREIT · BK
Price8.30 THB
Fair Value7.15 THB
Upside-13.9%
Quality64/100
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Weak Growth
Solidly profitable · 11.3% net margin
Low debt · generates free cash flow
9.28% dividend yield
Ranks above peers (9/14)
Moderate moat 53/100
Evidence: High Range 7.15 THB – 9.31 THB Share as image

Fair value as of: Jul 20, 2026

From 15 valuation models · updated 21 days ago

Share price +7.8% over the past month.

A solid business, but screening 14% overvalued on our models.

What matters now

  • Solid but not exceptional quality (64/100) and above fair value, neither a clear bargain nor a standout compounder.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

8.50 THB 3.88 THB Fair Value 7.15 THB Feb 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.

How to read this chart

60‑month range 3.88 THB – 8.50 THB · fair‑value band 7.15 THB – 9.31 THB · the 8.30 THB price screens above the 7.15 THB fair value. Dashed = 300-day average. As of Jul 20, 2026.

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Analysis

GVREIT (GVREIT) currently trades at 8.30 THB, while our model-based Fair Value estimate is 7.15 THB, implying the stock looks roughly 13.9% overvalued today. The Quality Score stands at 64/100 (solid quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, GVREIT generated revenue of 1.1B THB at a net margin of 11.3%. Revenue grew 5.3% year over year. It earns a return on equity of 1.5%. Net debt stands at 2.6B THB. Fundamentals as of Jul 20, 2026

Our scenario range runs from 7.15 THB (bear case) to 9.31 THB (bull case); at 8.30 THB, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 51% above its 52-week low, currently above its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -20% fair-value upside, at -14%, GVREIT screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 6.71 THB 9.61 THB 14.63 THB 80
Residual Income 7.10 THB 6.82 THB 5.35 THB 76
Gordon GGM 7.02 THB 7.88 THB 8.98 THB 70
All 15 models by family
DCF Models
FCF DCF 6.37 THB 9.36 THB 15.01 THB 38
5Y Revenue Exit 4.83 THB 7.72 THB 12.00 THB 39
5Y EBITDA Exit 7.57 THB 12.40 THB 18.93 THB 41
10Y Revenue Exit 5.21 THB 7.59 THB 10.18 THB 36
10Y EBITDA Exit 7.02 THB 10.52 THB 14.37 THB 37
Dividend Discount
Gordon GGM 7.02 THB 7.88 THB 8.98 THB 70
DDM Multi-Stage 7.02 THB 8.97 THB 11.43 THB 61
Multiples
P/S Multiple 2.63 THB 3.50 THB 4.38 THB 58
P/B Multiple 2.63 THB 3.50 THB 4.38 THB 55
EV/EBIT 13.49 THB 18.79 THB 24.08 THB 53
EV/EBITDA 10.11 THB 14.27 THB 18.43 THB 54
EV/Revenue 4.36 THB 7.25 THB 10.14 THB 43
Asset-Based
NCAV (Graham) 5.08 THB 6.80 THB 10.15 THB 50
Growth DCF
Growth DCF 6.71 THB 9.61 THB 14.63 THB 80
Economic Profit
Residual Income 7.10 THB 6.82 THB 5.35 THB 76

Widest divergence: Growth DCF (9.61 THB) versus Asset-Based (6.80 THB). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 1.1B THB
Revenue growth (YoY) +5.3%
Net margin 11.3%
Return on equity 1.5%
Free cash flow 757M THB FY2025
P/E ratio 43.8
More key figures
Operating margin 73.1%
EPS (TTM) 0.1600 THB
Dividend yield 11.3%
EPS growth (YoY) -2.9%
Net debt 2.6B THB FY2025

Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 64/100

Of which business quality 64 · Market factors (momentum, volatility) 87

Profitability 25
Margins and returns on capital today
Quality Growth 29
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 57
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 99
Calm price path (market factor)
Momentum 79
Price trend over the last 3–12 months (market factor)
52W Momentum 87
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Golden Ventures Leasehold Real Estate Investment Trust, a real estate investment trust, engages in the rental of properties in Thailand. It holds leasehold rights of Park Ventures Ecoplex building, as well as land and building sub-lease rights of Sathorn Square located at the Central Business District of Thailand.

Full company description

Golden Ventures Leasehold Real Estate Investment Trust, a real estate investment trust, engages in the rental of properties in Thailand. It holds leasehold rights of Park Ventures Ecoplex building, as well as land and building sub-lease rights of Sathorn Square located at the Central Business District of Thailand. The company has elected to be taxed as a real estate investment trust. As a result, it would not be subject to corporate income tax on that portion of its net income that is distributed to shareholders. The company was founded in 2016 and is based in Bangkok, Thailand.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

GVREIT reported revenue of 1.1B THB in FY2025 versus 1.1B THB in FY2021, a compound +0.2%/yr. Reported net income was 168M THB in FY2025, compounding −30.2%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
1.1B THB
Latest YoY
−1.0%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−0.3%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−1.0%
Avg. growth/yr (9Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+8.5%
Revenue +0.2%/yr
FY21 1.1B THB
FY22 1.1B THB
FY23 1.2B THB
FY24 1.1B THB
FY25 1.1B THB
Net income −30.2%/yr
FY21 705M THB
FY22 643M THB
FY23 566M THB
FY24 458M THB
FY25 168M THB

GVREIT screens 14% overvalued. Compare with MERLIN Properties SOCIMI, S.A →

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Cite: Fair Value Calculator (2026). "GVREIT Fair Value". https://www.fairvalue-calculator.com/stock/GVREIT

Peer Group

REIT - Office · 75 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 65 · Top 25%
Fair Value upside −14% · Below median
Return on equity (TTM) 1% · Above median
Return on assets 4% · Top 25%
Net margin (TTM) 11% · Above median
Operating margin (TTM) 73% · Top 25%
Revenue growth 5% · Top 25%
Dividend yield (TTM) 9.3% · Top 25%
Debt / equity 0.24× · Lower than 75% of peers

Valuation Multiples vs REIT - Office median · lower = cheaper

P/E (TTM) 52.5× · Pricier than 75% of peers
P/B 0.83× · Pricier than median
P/S (TTM) 6.05× · Pricier than median
P/FCF 0.3× · Cheaper than 75% of peers
EV/EBITDA 32.7× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 15 · sector 33
FUTURE 27 · sector 0
PAST 6 · sector 5
HEALTH 88 · sector 64
DIVIDEND 100 · sector 100

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more REIT - Office stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).

Stock Price Fair Value vs Fair Value
MERLIN Properties SOCIMI, S.A MRL €15.23 €6.46 -58%
BXP, Inc BXP $69.11 $53.27 -23%
Vornado Realty Trust VNORP $51.75 $41.59 -20%
Alexandria Real Estate Equities, Inc ARE $50.12 $59.48 +19%
Hudson Pacific Properties, Inc HPP $15.38 $4.60 -70%
Mapletree Pan Asia Commercial Trust N2IU 1.28 SGD 1.14 SGD -11%
Cousins Properties Incorporated CUZ $32.15 $17.62 -45%
Kilroy Realty Corporation KRC $39.42 $40.37 +2%
Keppel DC REIT AJBU 2.20 SGD 1.68 SGD -24%
DEXUS DXS A$5.64 A$4.49 -20%

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Frequently asked questions

Is GVREIT overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of 7.15 THB versus a price of 8.30 THB, about −14% (overvalued).
What is the fair value of GVREIT?
Our model-based fair value for GVREIT is 7.15 THB (as of Jul 20, 2026), built from audited fundamentals. The current price is 8.30 THB.
What is the quality score of GVREIT?
GVREIT has a Quality Score of 64/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of GVREIT?
GVREIT reported trailing-twelve-month revenue of about 1.1B THB (latest available figure, as of Jul 20, 2026).
What is the net profit margin of GVREIT?
The net profit margin of GVREIT is about 11.3%, meaning it keeps roughly 11.3% of revenue as net income. Based on the latest reported figures.
Does GVREIT pay a dividend?
GVREIT currently shows a dividend yield of about 11.25% relative to its recent price (as of Jul 20, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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