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MacKenzie Realty Capital, Inc. (MKZR)

USD1.73 +0.02 (+1.17%)
US NASDAQ Real Estate REIT - Diversified
Address 89 Davis Road 94563-3032
Orinda, CA, US
CEO Robert E. Dixon
IPO 2024-07-09
CIK 1550913 ISIN US55453W5013

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Description

MacKenzie Realty Capital, Inc. (which, along with its subsidiaries, is collectively referred to as "the Company," "we," or "our") was formed on January 27, 2012, in accordance with Maryland's general corporation laws. The Company has chosen to be taxed as a Real Estate Investment Trust (REIT), complying with the definitions provided in Subchapter M of the amended Internal Revenue Code of 1986. A total of 100,000,000 shares are authorized for issuance. This total comprises 80,000,000 shares of common stock and 20,000,000 shares of preferred stock, each possessing a par value of $0.0001. Our business operations began on February 28, 2013, and our fiscal year ends annually on June 30.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1.73 +0.02 (+1.17%)
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Volume Profile
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Liquidity & share structure
Average Volume
24.4K
Beta
-1.05
Float Shares
1.91M
Free Float %
96.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+4.91% -3.69% -37.17% -39.74% -51.04% -42.26% -78.24% -81.92% -81.92% -81.92% -81.92%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
1.73
DCF (Unlevered) 959.93 +55,387.5%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Quality scores
Altman Z-Score
-1.28
Distress
Piotroski F-Score
1 / 9
Weak
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
  • Revenue growth
    +40.2% Q1'26: +26.8% (vs Q1'25)
  • EPS growth
    -86.6% Q1'26: +79.1% (vs Q1'25)
  • FCF margin
    Q1'26: +15.4% (vs Q1'25)
  • EBIT margin
    Q1'26: +27.4% (vs Q1'25)
  • ROIC
    Q1'26: +2.6% (vs Q1'25)
  • Share dilution
    +10.2% Q1'26: +40.8% (vs Q1'25)
  • Debt / EBITDA
    23.50× Q1'26: 10.21× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (-2.03) × ERP
WACC = 2% × Ke + 98% × Kd (6.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 959.93 Current price: 1.73
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-15 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-14 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-13 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-12 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-11 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-08 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-07 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-06 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-05 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-04 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-05-01 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-30 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-29 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-28 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-27 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-24 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-23 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-22 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-21 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-20 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-17 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-16 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
2
Total invested
121.6K
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2025 Q3
Investors holding
2
-31 vs prev Q
New positions
1
Closed positions
32
Increased
1
Reduced
1
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 ADVISOR GROUP HOLDINGS, INC. -2.8K (-100.0%) -1.6K (-100.0%) 0.00% -0.188 pp 0.00% +0.000 pp USD 5 qtrs SOLD
2 CONCORDE ASSET MANAGEMENT, LLC -23.9K (-100.0%) -120.0K (-100.0%) 0.00% -1.630 pp 0.00% -0.050 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 1 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Vanguard Extended Market ETF VXF 0.00% 38.3K 0.05%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
5.0K
Shares disposed
Cash buys
1.00
Cash sales
Net activity
+5,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-06 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 10,000 3.50 35.0K 54,241 D
2026-02-24 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 5,000 3.64 18.2K 44,241 D
2025-11-26 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 3,000 4.05 12.2K 39,241 D
2025-11-24 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 2,084 4.05 8.4K 36,241 D
2025-11-21 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,862 4.00 7.4K 34,157 D
2025-10-03 Simpson Christine Elizabeth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 5.10 5.1K 86,855 I
2025-10-03 Sherpa Angche Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 5.10 5.1K 86,855 I
2025-10-03 PATTERSON CHARLES E. II Director / Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 5.10 5.1K 86,855 I
2025-10-03 FULLER GLEN W Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 5.10 5.1K 86,855 I
2025-10-03 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 5.10 5.1K 86,855 I
2025-10-03 Bluth Jeri Ruth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 5.10 5.1K 86,855 I
2025-10-02 Simpson Christine Elizabeth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 4,000 5.10 20.4K 75,855 I
2025-10-02 Sherpa Angche Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 2,000 5.09 10.2K 85,855 I
2025-10-02 PATTERSON CHARLES E. II Director / Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 4,000 5.10 20.4K 75,855 I
2025-10-02 FULLER GLEN W Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 2,000 5.09 10.2K 85,855 I
2025-10-02 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 4,000 5.00 20.0K 83,855 I
2025-10-02 Bluth Jeri Ruth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 2,000 5.09 10.2K 85,855 I
2025-08-21 Simpson Christine Elizabeth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 15,146 5.10 77.2K 70,864 I
2025-08-21 Sherpa Angche Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 15,146 5.10 77.2K 70,864 I
2025-08-21 PATTERSON CHARLES E. II Director / Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 15,146 5.10 77.2K 70,864 I
2025-08-21 FULLER GLEN W Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 15,146 5.10 77.2K 70,864 I
2025-08-21 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 15,146 5.10 77.2K 70,864 I
2025-08-21 Bluth Jeri Ruth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 15,146 5.10 77.2K 70,864 I
2025-08-18 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 9,000 9,000.00 81.00M 32,151 D
2025-08-14 Simpson Christine Elizabeth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 20,012 4.84 96.9K 55,718 I
2025-08-14 Sherpa Angche Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 20,012 4.84 96.9K 55,718 I
2025-08-14 PATTERSON CHARLES E. II Director / Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 20,012 4.84 96.9K 55,718 I
2025-08-14 FULLER GLEN W Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 20,012 4.84 96.9K 55,718 I
2025-08-14 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 20,012 4.84 96.9K 55,718 I
2025-08-14 Bluth Jeri Ruth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 20,012 4.84 96.9K 55,718 I
2025-08-13 Simpson Christine Elizabeth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 4.92 4.9K 35,706 I
2025-08-13 Sherpa Angche Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 4.92 4.9K 35,706 I
2025-08-13 PATTERSON CHARLES E. II Director / Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 4.92 4.9K 35,706 I
2025-08-13 FULLER GLEN W Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 4.91 4.9K 34,706 I
2025-08-13 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 4.91 4.9K 34,706 I
2025-08-13 Bluth Jeri Ruth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 4.92 4.9K 35,706 I
2025-08-12 Simpson Christine Elizabeth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 4.90 4.9K 33,508 I
2025-08-12 Sherpa Angche Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 4.90 4.9K 33,508 I
2025-08-12 PATTERSON CHARLES E. II Director / Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 4.90 4.9K 33,508 I
2025-08-12 FULLER GLEN W Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 198 4.94 977.43 33,706 I
2025-08-12 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 4.90 4.9K 33,508 I
2025-08-12 Bluth Jeri Ruth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 4.90 4.9K 33,508 I
2025-08-08 Simpson Christine Elizabeth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 2,000 4.44 8.9K 32,508 I
2025-08-08 Sherpa Angche Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 2,000 4.44 8.9K 32,508 I
2025-08-08 PATTERSON CHARLES E. II Director / Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 2,000 4.44 8.9K 32,508 I
2025-08-08 FULLER GLEN W Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 2,000 4.44 8.9K 32,508 I
2025-08-08 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 2,000 4.44 8.9K 32,508 I
2025-08-08 Bluth Jeri Ruth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 2,000 4.44 8.9K 32,508 I
2025-08-07 Simpson Christine Elizabeth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 7,949 4.64 36.9K 30,508 I
2025-08-07 Sherpa Angche Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 7,949 4.64 36.9K 30,508 I
2025-08-07 PATTERSON CHARLES E. II Director / Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 7,949 4.64 36.9K 30,508 I
2025-08-07 FULLER GLEN W Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 7,949 4.64 36.9K 30,508 I
2025-08-07 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 7,949 4.64 36.9K 30,508 I
2025-08-07 Bluth Jeri Ruth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 7,949 4.64 36.9K 30,508 I
2025-08-06 Simpson Christine Elizabeth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 22,559 4.31 97.2K 22,559 I
2025-08-06 Sherpa Angche Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 22,559 4.31 97.2K 22,559 I
2025-08-06 PATTERSON CHARLES E. II Director / Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 22,559 4.31 97.2K 22,559 I
2025-08-06 FULLER GLEN W Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 22,559 4.31 97.2K 22,559 I
2025-08-06 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 22,559 4.31 97.2K 22,559 I
2025-08-06 Bluth Jeri Ruth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 22,559 4.31 97.2K 22,559 I
2025-04-03 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 20,000 1.43 28.6K 231,512 D
2025-04-01 Simpson Christine Elizabeth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 500 1.36 680.00 2,500 D
2025-03-28 DIXON ROBERT E Officer M-Exempt A MacKenzie Realty Capital Inc. Common Stock 60,073 22.50 1.35M 205,664 D
2025-03-26 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 10,000 1.55 15.5K 145,591 D
2025-03-25 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 10,000 1.63 16.3K 135,591 D
2025-03-21 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 10,000 1.70 17.0K 125,591 D
2025-03-20 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 3,328 1.70 5.7K 115,591 D
2025-03-19 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 10,000 1.80 18.0K 112,263 D
2025-03-18 Simpson Christine Elizabeth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 1.78 1.8K 2,000 D
2025-03-18 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 10,000 1.85 18.5K 102,263 D
2025-03-14 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 10,000 1.92 19.2K 92,263 D
2025-03-11 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 2,263 1.92 4.3K 82,263 D
2025-03-05 Simpson Christine Elizabeth Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 1,000 1.85 1.9K 1,000 D
2025-03-05 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 40,000 1.85 74.0K 80,000 D
2025-01-21 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 15,000 2.56 38.4K 40,000 D
2025-01-17 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 15,000 2.55 38.3K 34,935 D
2025-01-16 DIXON ROBERT E Officer P-Purchase A MacKenzie Realty Capital Inc. Common Stock 10,000 2.85 28.5K 10,000 D

Executive team

Top executives
EBIT / Employee
-53.9K
Shares Outstanding
1.97M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-09-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 8-K
2026-05-15 10-Q
2026-04-16 8-K
2026-04-07 SC 13D/A
2026-04-07 4
2026-03-06 8-K
2026-02-25 4
2026-02-17 10-Q
2026-01-21 8-K
2026-01-15 8-K

Executive team

NameTitleCompensationGender
Angche Sherpa Chief Financial Officer & Treasurer male
Charles Evans Patterson Chairman, General Counsel & Secretary male
Christine Elizabeth Simpson Chief Portfolio Manager female
Glen William Fuller Chief Operating Officer male
Jeri Ruth Bluth Chief Compliance Officer female
Robert E. Dixon Chief Executive Officer & President male
ESG Rating
B
REIT - DIVERSIFIED
Rank: 32 out of 48
2026
E (Environmental)
60.9 / 60.9
Company / Sector avg.
S (Social)
69.6 / 69.6
Company / Sector avg.
G (Governance)
75.4 / 75.4
Company / Sector avg.
ESG Total
68.6 / 68.6
Company / Sector avg.
ESG Score History REIT - DIVERSIFIED
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits