Research Feed
Colliers: Quality CRE Franchise at Cyclical Trough, Not Hidden Alpha
Colliers International (CIGI) dropped -23% in one month to $113 on a -4.5% Q4 EPS miss, amplified by sector-wide AI disruption fears. The thesis is factor timing, not discovery: buy a quality CRE services franchise at a cyclical trough (13.3x forward P/E on 15%+ guided growth), betting on CRE recove