other material
confidence medium
sentiment neutral
materiality 0.30
RMR posts investor presentation reiterating $37B AUM and ~$120M liquidity
RMR GROUP INC.
- Over $37B in assets under management as of March 31, 2026, across all major real estate sectors.
- Total liquidity of ~$120M; over 70% of services revenues from 20-year evergreen contracts.
- Historical incentive fees averaged ~$100M annually (2016-2019); Adjusted EBITDA margins over 40%.
- 68% perpetual capital and 32% private capital; platform spans 1,800 properties and 800+ professionals.
- Valuation discount to peers cited as upside opportunity; quarterly dividend growth track record highlighted.