Filinvest REIT (PHS:FILRT) Forward Rate of Return (Yacktman) %: 0.00% (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

PHS:FILRT Filinvest REIT Corp PHS:FILRT
64 GF Score
Price ₱2.91
GF Value ₱2.94
Valuation Fairly Valued
! 7 Warning Signs
View Full Analysis

What is Filinvest REIT Forward Rate of Return (Yacktman) %?

Filinvest REIT PHS:FILRT 64 Forward Rate of Return (Yacktman) % is 0.00% as of Mar. 2026. GuruFocus rates PHS:FILRT with a GF Score™ of 64/100 and a GF Value™ of ₱2.94 (Fairly Valued). The stock has 7 warning signs investors should review. Among 635 REITs companies, Filinvest REIT ranks worse than 157480.16% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Filinvest REIT's forward rate of return for was 0.00%.

The historical rank and industry rank for Filinvest REIT's Forward Rate of Return (Yacktman) % or its related term are showing as below:

PHS:FILRT's Forward Rate of Return (Yacktman) % is not ranked *
in the REITs industry.
Industry Median: 7.93
* Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.

Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


Filinvest REIT  (PHS:FILRT) Forward Rate of Return (Yacktman) % Explanation

Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.

For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of EBITDA per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.


Be Aware

In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.


Filinvest REIT Forward Rate of Return (Yacktman) % Related Terms


Filinvest REIT Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Filinvest REIT's Forward Rate of Return (Yacktman) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Filinvest REIT Forward Rate of Return (Yacktman) % Chart

Filinvest REIT Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial 0.00 0.00 0.00 0.00 0.00

Filinvest REIT Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Forward Rate of Return (Yacktman) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

PHS:FILRT vs BXP, ARE, VNO: Forward Rate of Return (Yacktman) % Comparison

For the REIT - Office subindustry, Filinvest REIT's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Filinvest REIT Forward Rate of Return (Yacktman) % vs REITs Industry

For the REITs industry and Real Estate sector, Filinvest REIT's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Filinvest REIT's Forward Rate of Return (Yacktman) % falls into.


PHS:FILRT
64GF Score
Filinvest REIT Corp PHS:FILRT
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Filinvest REIT Forward Rate of Return (Yacktman) % Calculation

Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):

If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.

The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).

Filinvest REIT's Forward Rate of Return of Mar. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0/2.94+0
=0.00 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Forward Rate of Return (Yacktman) % of 0.00% mean?
Filinvest REIT (PHS:FILRT) has a Forward Rate of Return (Yacktman) % of 0.00% as of Mar. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Filinvest REIT and its competitors. According to the industry distribution chart, Filinvest REIT ranks #999999 out of 635 companies in the REITs industry.
Is Filinvest REIT's Forward Rate of Return (Yacktman) % too high?
Filinvest REIT's current Forward Rate of Return (Yacktman) % is 0.00%. Based on the distribution chart, Filinvest REIT ranks #999999 out of 635 companies in the REITs industry, which is in the bottom quartile relative to peers. Overall, Filinvest REIT has a GF Score™ of 64/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Filinvest REIT's Forward Rate of Return (Yacktman) % compare to BXP and ARE?
According to the REITs industry distribution chart, Filinvest REIT ranks #999999 out of 635 companies for Forward Rate of Return (Yacktman) %. This places Filinvest REIT in the lower half of its industry. The industry median Forward Rate of Return (Yacktman) % is 7.93. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for a REITs company?
The median Forward Rate of Return (Yacktman) % among REITs companies is 7.93, based on 635 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Filinvest REIT and its competitors. For the REITs industry, the median Forward Rate of Return (Yacktman) % is 7.93 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Filinvest REIT's current Forward Rate of Return (Yacktman) % is 0.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Filinvest REIT stock overvalued right now?
Based on GuruFocus' analysis, Filinvest REIT (PHS:FILRT) is currently considered Fairly Valued. The stock's GF Value™ is ₱2.94, compared to a current price of ₱2.91 — trading 1% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 0.00%. Filinvest REIT's overall GF Score™ is 64/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For Filinvest REIT (PHS:FILRT), the current Forward Rate of Return (Yacktman) % is 0.00% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Filinvest REIT (PHS:FILRT) Overvalued in 2026?

Based on GuruFocus' analysis, Filinvest REIT stock appears to be undervalued. The current stock price of ₱2.91 is trading 1% below its estimated GF Value™ of ₱2.94. GuruFocus considers Filinvest REIT to be Fairly Valued.

Key valuation signals for PHS:FILRT:

  • Forward Rate of Return (Yacktman) %: 0.00%
  • GF Value™: ₱2.94 vs. price of ₱2.91 (1% below fair value)
  • GF Score™: 64/100 with 7 warning signs

No single metric tells the full story. See the PHS:FILRT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Filinvest REIT Business Description

Industry Real EstateREITs
Address 5th-7th Floor, Vector One Building, Northgate Cyberzon, Filinvest City, Alabang, Muntinlupa, PHL, 1770
Filinvest REIT Corp maintains a competitive and attractive portfolio of office buildings that cater mainly to multinational Business process outsourcing firms. Its portfolio consists of residential, office, retail and industrial developments around the country.
64GF Score

Get the complete analysis for PHS:FILRT

Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

₱2.91
Price
₱2.94
GF Value