Greystone Housing Impact Investors LP is a US-listed company in the commercial & residential mortgage finance industry. Its financial year ends in December.
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Revenue for the twelve months to June 2026 was $80m, down 15.3% on a year earlier, a steeper fall than the 12.8% decline a quarter earlier.
Our model value for Greystone Housing Impact Investors is under review, so past values are not shown until it is resolved.
Source: 10-Q filed August 10, 2026 on SEC EDGAR · Financials · Valuation
Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.
Greystone Housing Impact Investors LP's trailing-twelve-month revenue fell 15.3% year on year, with a free-cash-flow margin of 13.9%.
Current signal Free cash flow diverging from earnings: TTM free cash flow fell 64.2% while net income fell 1044.4%: a 980pp divergence.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
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Company announcements, filed results and changes that matter to shareholders.
No model value for Greystone Housing Impact Investors LP at the moment. Current status: data-quality checks not passed. Available reported financials are shown below.
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.
Next results: November 9, 2026, after the close. Analysts expect revenue of $23m and EPS of $0.29 (range $0.29 to $0.29) for the quarter.
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $1.75 | +113% | $93m | +9% |
The consensus EPS forecast for the current fiscal year is 0.0% on 90 days ago. In the last 30 days, 0 analysts raised Greystone Housing Impact Investors LP's forecast and 0 cut it.
Average of analysts' published estimates (third-party data).
| Period | Current fiscal year |
|---|---|
| 90 days ago | $1.75 |
| 60 days ago | $1.75 |
| 30 days ago | $1.75 |
| 7 days ago | $1.75 |
| Now | $1.75 |
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Mar 2026 | $0.27 | $0.13 | −51.8% |
| Dec 2025 | $0.60 | $0.12 | −80.0% |
| Sept 2025 | $0.24 | $0.20 | −16.7% |
Adjusted EPS as companies report it, against the average analyst estimate.
| Calendar year | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 to date |
|---|---|---|---|---|---|---|
| Return | ||||||
| GHI | +63% | +0% | +6% | −32% | −24% | −26% |
| Industry peers (median) | +5% | −13% | +12% | +7% | +6% | +2% |
| S&P 500 | +29% | −18% | +26% | +25% | +18% | +11% |
| Months that ended higher | ||||||
| GHI | 75% | 50% | 58% | 25% | 33% | 36% |
| S&P 500 | 75% | 42% | 67% | 75% | 75% | 46% |
| Largest fall from a high during the year | ||||||
| GHI | −13% | −18% | −20% | −34% | −49% | −40% |
| S&P 500 | −5% | −25% | −10% | −8% | −19% | −9% |
Worst fall since November 2, 2015: 64% from January 30, 2023 to March 26, 2026. Getting back needed a 180% gain, and the shares have not yet recovered.
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| October 22, 2026 | +0.4% | −1.7% | +0.6% | — |
| August 10, 2026 | −0.7% | −0.3% | +2.3% | +9.2% |
| July 23, 2026 | −0.4% | −1.1% | +6.2% | +27.4% |
| May 11, 2026 | −3.9% | +0.1% | −1.7% | −5.0% |
| April 23, 2026 | +0.2% | +0.4% | +4.0% | −1.7% |
| March 17, 2026 | −18.2% | −1.1% | −29.7% | −24.6% |
| March 16, 2026 | −13.7% | +1.3% | −22.7% | −23.3% |
| November 6, 2025 | −14.3% | −1.0% | −16.5% | −20.1% |
| October 22, 2025 | −2.7% | +0.1% | −6.2% | −30.7% |
| August 7, 2025 | −3.6% | +0.7% | −2.5% | +0.4% |
| July 23, 2025 | +0.9% | +0.9% | +1.5% | −1.5% |
| May 7, 2025 | −2.1% | +1.1% | −2.0% | +2.6% |
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | Revenue (TTM) |
|---|---|
| FY23 Q3 | $101.7M |
| FY23 Q4 | $104.9M |
| FY24 Q1 | $102.3M |
| FY24 Q2 | $96M |
| FY24 Q3 | $93.9M |
| FY24 Q4 | $91.3M |
| FY25 Q1 | $93.2M |
| FY25 Q2 | $94.1M |
| FY25 Q3 | $91.4M |
| FY25 Q4 | $83.8M |
| FY26 Q1 | $81.3M |
| FY26 Q2 | $79.6M |
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | Revenue growth, TTM YoY |
|---|---|
| FY23 Q3 | 28.8% |
| FY23 Q4 | 29.4% |
| FY24 Q1 | 17.9% |
| FY24 Q2 | -1.9% |
| FY24 Q3 | -7.7% |
| FY24 Q4 | -13.0% |
| FY25 Q1 | -8.9% |
| FY25 Q2 | -2.0% |
| FY25 Q3 | -2.6% |
| FY25 Q4 | -8.2% |
| FY26 Q1 | -12.8% |
| FY26 Q2 | -15.3% |
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | Operating margin (TTM) |
|---|---|
| FY22 Q1 | 78.3% |
| FY22 Q2 | 87.3% |
| FY22 Q3 | 88.9% |
| FY22 Q4 | 80.9% |
| FY23 Q1 | 64.6% |
| FY23 Q2 | 61.1% |
| FY23 Q3 | 50.1% |
| FY23 Q4 | 51.5% |
| FY24 Q1 | 46.8% |
| FY24 Q2 | 33.1% |
| FY24 Q3 | 18.5% |
| FY24 Q4 | 23.4% |
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | FCF margin (TTM) |
|---|---|
| FY23 Q3 | 19.3% |
| FY23 Q4 | 23.0% |
| FY24 Q1 | 26.4% |
| FY24 Q2 | 20.4% |
| FY24 Q3 | 18.9% |
| FY24 Q4 | 19.7% |
| FY25 Q1 | 27.4% |
| FY25 Q2 | 33.0% |
| FY25 Q3 | 36.7% |
| FY25 Q4 | 44.8% |
| FY26 Q1 | 29.2% |
| FY26 Q2 | 13.9% |
| Fiscal year | 2009 Dec 2009 | 2010 Dec 2010 | 2011 Dec 2011 | 2012 Dec 2012 | 2013 Dec 2013 | 2014 Dec 2014 | 2015 Dec 2015 | 2016 Dec 2016 | 2017 Dec 2017 | 2018 Dec 2018 | 2019 Dec 2019 | 2020 Dec 2020 | 2021 Dec 2021 | 2022 Dec 2022 | 2023 Dec 2023 | 2024 Dec 2024 | 2025 Dec 2025 | LTM Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income | ||||||||||||||||||
| Revenue | 21 | 17 | 22 | 25 | 44 | 42 | 60 | 59 | 70 | 81 | 62 | 56 | 68 | 81 | 105 | 91 | 85 | 80 |
| EBITDA | 30 | 3 | 2 | 9 | 24 | 20 | 33 | 31 | — | — | — | — | — | — | — | — | — | — |
| Operating income | 24 | −0 | −2 | 4 | 18 | 15 | 27 | 24 | — | — | — | — | — | — | — | — | — | — |
| Net income | 24 | −1 | −2 | 5 | 18 | 15 | 27 | 24 | 31 | 41 | 30 | 7 | 38 | 66 | 54 | 21 | −8 | −4 |
| Diluted EPS | $0.15 | $0.07 | −$0.04 | $0.14 | $0.40 | $0.25 | $0.34 | $0.34 | $0.44 | $0.60 | $0.42 | $0.07 | $1.53 | $2.58 | $2.06 | $0.76 | −$0.52 | — |
| Growth (year on year) | ||||||||||||||||||
| Revenue | — | −19.2% | +28.6% | +15.8% | +76.3% | −5.3% | +42.9% | −1.6% | +19.3% | +15.6% | −23.4% | −10.9% | +23.3% | +18.4% | +29.4% | −13.0% | −6.4% | −15.3% |
| EBITDA | — | −89.3% | −46.1% | +448.3% | +149.6% | −15.3% | +66.1% | −7.5% | — | — | — | — | — | — | — | — | — | — |
| Operating income | — | −101.7% | — | — | +298.4% | −15.1% | +77.0% | −10.6% | — | — | — | — | — | — | — | — | — | — |
| Net income | — | −102.5% | — | — | +254.6% | −15.1% | +77.0% | −10.6% | +28.6% | +34.5% | −25.9% | −76.4% | +428.5% | +72.1% | −17.6% | −60.5% | −135.7% | — |
| Diluted EPS | — | −53.3% | — | — | +185.7% | −37.5% | +36.0% | 0.0% | +29.4% | +36.4% | −30.0% | −83.3% | +>999% | +68.6% | −20.2% | −63.1% | −168.4% | — |
| Margins | ||||||||||||||||||
| EBITDA margin | 143.2% | 18.9% | 7.9% | 37.5% | 53.1% | 47.5% | 55.2% | 52.0% | — | — | — | — | — | — | — | — | — | — |
| Operating margin | 114.1% | −2.4% | −10.3% | 17.7% | 40.0% | 35.8% | 44.4% | 40.3% | — | — | — | — | — | — | — | — | — | — |
| Net margin | 114.1% | −3.6% | −7.7% | 19.9% | 40.0% | 35.8% | 44.4% | 40.3% | 43.5% | 50.6% | 48.9% | 13.0% | 55.7% | 80.9% | 51.5% | 23.4% | −8.9% | −5.1% |
| Free-cash-flow margin | −11.1% | 3.3% | −17.8% | −2.2% | 2.8% | −15.1% | 26.9% | 9.1% | 23.7% | 30.9% | 28.7% | 27.8% | 49.4% | 23.8% | 23.0% | 19.7% | 44.0% | 21.5% |
| Cash flow | ||||||||||||||||||
| Cash from operations | −0 | 2 | 10 | 7 | 14 | 17 | 19 | 15 | 17 | 26 | 18 | 16 | 34 | 21 | 25 | 18 | 38 | 17 |
| Capital spending | 2 | 2 | 14 | 8 | 13 | 24 | 3 | 10 | 0 | 1 | 0 | 0 | 0 | 2 | 1 | 0 | 0 | 0 |
| Free cash flow | −2 | 1 | −4 | −1 | 1 | −6 | 16 | 5 | 17 | 25 | 18 | 15 | 34 | 19 | 24 | 18 | 38 | 17 |
| Balance sheet | ||||||||||||||||||
| Cash | 17 | 13 | 20 | 30 | 11 | 49 | 17 | 21 | 70 | 32 | 42 | 44 | 68 | 51 | 38 | 15 | 40 | 31 |
| Total debt | 0 | 11 | 35 | 39 | 57 | 77 | 88 | 52 | 36 | 27 | 27 | 26 | 27 | 2 | 27 | 0 | 0 | 0 |
| Net debt (negative = net cash) | −17 | −3 | 15 | 9 | 46 | 28 | 71 | 31 | −34 | −5 | −16 | −19 | −41 | −49 | −11 | −15 | −40 | −31 |
| Quarter | 2024 Q3 Sept 2024 | 2024 Q4 Dec 2024 | 2025 Q1 Mar 2025 | 2025 Q2 Jun 2025 | 2025 Q3 Sept 2025 | 2025 Q4 Dec 2025 | 2026 Q1 Mar 2026 | 2026 Q2 Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Income | ||||||||
| Revenue | 24 | 23 | 24 | 23 | 22 | 15 | 22 | 21 |
| EBITDA | −5 | 10 | — | — | — | — | — | — |
| Operating income | −5 | 10 | — | — | — | — | — | — |
| Net income | −5 | 10 | 2 | −8 | 2 | −6 | 1 | −2 |
| Diluted EPS | −$0.23 | $0.39 | $0.07 | −$0.40 | $0.03 | −$0.31 | $0.01 | −$0.11 |
| Growth (year on year) | ||||||||
| Revenue | −8.0% | −10.3% | +8.7% | +3.8% | −11.0% | −33.6% | −10.4% | −7.1% |
| EBITDA | −145.6% | +55.6% | — | — | — | — | — | — |
| Operating income | −147.6% | +63.3% | — | — | — | — | — | — |
| Net income | −147.6% | +63.3% | −77.4% | −259.4% | — | −157.6% | −44.8% | — |
| Diluted EPS | −159.0% | +62.5% | −83.3% | −310.5% | — | −179.5% | −85.7% | — |
| Margins | ||||||||
| EBITDA margin | −19.0% | 44.9% | — | — | — | — | — | — |
| Operating margin | −19.0% | 44.9% | — | — | — | — | — | — |
| Net margin | −19.0% | 44.9% | 9.9% | −36.2% | 9.1% | −38.9% | 6.1% | −7.2% |
| Free-cash-flow margin | — | — | — | — | — | — | −0.8% | 4.9% |
| Cash flow | ||||||||
| Cash from operations | 5 | 5 | 11 | 11 | 7 | 9 | −0 | 1 |
| Capital spending | — | — | — | — | — | — | 0 | 0 |
| Free cash flow | — | — | — | — | — | — | −0 | 1 |
| Last 12 months unless stated | GHI | FOA | TFSL | CNF | AGM | NMIH | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $80m | $337m | $344m | $16m | $446m | $731m | $1.2bn |
| Revenue growth, last 12 months | −15.3% | −42.3% | 10.5% | −84.2% | 14.7% | 7.5% | 10.5% |
| Revenue growth, 3-year average | −6.6% | 81.9% | 3.6% | — | 11.7% | 10.4% | 10.6% |
| Revenue growth, latest quarter | −7.1% | −64.8% | 8.8% | — | 21.8% | 8.1% | 10.3% |
| Operating margin | 23.4% | −0.5% | — | −163.7% | — | — | 11.9% |
| Net margin | −5.1% | −0.1% | 29.7% | −421.3% | 51.4% | 54.1% | 12.3% |
| Cash from operations / revenue | 21.5% | −164.8% | 28.5% | 75.6% | 69.6% | 61.4% | 21.5% |
| Free-cash-flow margin | 13.9% | −164.8% | 25.1% | 72.4% | 69.6% | 60.4% | 12.0% |
| Free-cash-flow margin, 3-year average | 22.5% | −115.7% | 28.3% | 76.1% | 86.3% | 59.2% | 6.8% |
| Stock pay / revenue | — | — | 2.5% | 2.1% | 1.9% | 2.8% | 1.9% |
| Change in share count | — | — | 0.1% | 6.9% | −0.3% | −3.0% | −0.1% |
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Affordable Multifamily Mortgage Revenue Bond and Governmental Issuer Loan Investments | $80.2M | 93.9% | ▼ 2.9% |
| Seniors and Skilled Nursing Mortgage Revenue Bond Investments | $5.1M | 5.9% | ▲ 32.3% |
| Mf Properties | $100,000 | 0.1% | ▼ 42.5% |
| Market Rate Joint Venture Investments | $40,525 | 0.0% | ▼ 99.1% |
From Greystone Housing Impact Investors LP's 10-K filed March 16, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Equitable Holdings, Inc. | $3.6M | 624K | 32.3% | ▲ 10.4% |
| Morgan Stanley | $3.2M | 557K | 28.8% | ▲ 31.6% |
| Bluefin Capital Management, LLC | $598,566 | 103K | 5.3% | 0.0% |
| Susquehanna International Group, LLP | $577,964 | 100K | 5.2% | ▲ 5.7% |
| Raymond James Financial Inc | $353,987 | 61K | 3.2% | ▼ 62.2% |
| Royal Bank Of Canada | $309,000 | 53K | 2.8% | ▼ 61.7% |
| Larson Financial Group LLC | $273,343 | 47K | 2.4% | New |
| Stifel Financial Corp | $259,774 | 45K | 2.3% | ▼ 7.4% |
| Cambridge Investment Research Advisors, Inc. | $252,000 | 43K | 2.2% | ▲ 100.0% |
| Mgo One Seven LLC | $239,412 | 41K | 2.1% | New |
| Ashton Thomas Securities, LLC | $145,731 | 25K | 1.3% | 0.0% |
| Samalin Investment Counsel, LLC | $144,406 | 25K | 1.3% | ▼ 43.3% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Greystone Housing Impact Investors LP's complete shareholder register. Values are as reported by the filers .
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Rogozinski Kenneth Chief Executive Officer | September 1, 2026 | Buy | 3,500 | $6.24 | $21,840 |
| Baevsky Jeffrey Director | November 3, 2025 | Buy | 300 | $8.30 | $2,490 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| Financial statements | SEC 10-K and 10-Q filings | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
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