Raging Bull Investments | Idea Update - 9/8/2025 - JBG Smith Properties (Closing)
3 months ago
Raging Bull Investments
"JBGS closed: 52% TSR, 45% IRR over 14 months. Bought back 26M shares (25% equity) at ~7% implied cap while selling assets sub-5% caps. Returned $450M to shareholders (30% starting market cap). NAV ~$25/share vs $22.50 current price. Closing position after strong performance."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Raging Bull Investments | Idea Update - 9/8/2025 - JBG Smith Properties (Closing)
Source:
Raging Bull Investments
Published:
September 8, 2025
Idea Type:
Stock Idea