Prima Sociedad de Inversion Inmobiliaria (XPTY:PRIMASII) Forward Rate of Return (Yacktman) %: 13.45% (As of Dec. 2025) — Near Median

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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.
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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.

XPTY:PRIMASII Prima Sociedad de Inversion Inmobiliaria SA XPTY:PRIMASII
67 GF Score
Price $44.99
! 2 Warning Signs
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What is Prima Sociedad de Inversion Inmobiliaria Forward Rate of Return (Yacktman) %?

Prima Sociedad de Inversion Inmobiliaria XPTY:PRIMASII 67 Forward Rate of Return (Yacktman) % is 13.45% as of Dec. 2025, which is 0% above its 10-year median of 13.44. GuruFocus rates XPTY:PRIMASII with a GF Scoreâ„¢ of 67/100. The stock has 2 warning signs investors should review.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Prima Sociedad de Inversion Inmobiliaria's forward rate of return for was 13.45%.

The historical rank and industry rank for Prima Sociedad de Inversion Inmobiliaria's Forward Rate of Return (Yacktman) % or its related term are showing as below:

XPTY:PRIMASII' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 11.87   Med: 13.44   Max: 13.45
Current: 13.45

During the past 11 years, Prima Sociedad de Inversion Inmobiliaria's highest Forward Rate of Return was 13.45. The lowest was 11.87. And the median was 13.44.

XPTY:PRIMASII's Forward Rate of Return (Yacktman) % is not ranked
in the REITs industry.
Industry Median: 7.78 vs XPTY:PRIMASII: 13.45

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.


Prima Sociedad de Inversion Inmobiliaria  (XPTY:PRIMASII) 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.


Prima Sociedad de Inversion Inmobiliaria Forward Rate of Return (Yacktman) % Related Terms


Prima Sociedad de Inversion Inmobiliaria Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Prima Sociedad de Inversion Inmobiliaria'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.

Prima Sociedad de Inversion Inmobiliaria Forward Rate of Return (Yacktman) % Chart

Prima Sociedad de Inversion Inmobiliaria Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 13.45

Prima Sociedad de Inversion Inmobiliaria Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 13.45

XPTY:PRIMASII vs PLD, PSA, EXR: Forward Rate of Return (Yacktman) % Comparison

For the REIT - Industrial subindustry, Prima Sociedad de Inversion Inmobiliaria'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.


Prima Sociedad de Inversion Inmobiliaria Forward Rate of Return (Yacktman) % vs REITs Industry

For the REITs industry and Real Estate sector, Prima Sociedad de Inversion Inmobiliaria's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Prima Sociedad de Inversion Inmobiliaria's Forward Rate of Return (Yacktman) % falls into.


XPTY:PRIMASII
67GF Score
Prima Sociedad de Inversion Inmobiliaria SA XPTY:PRIMASII
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
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Prima Sociedad de Inversion Inmobiliaria 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).

Prima Sociedad de Inversion Inmobiliaria's Forward Rate of Return of Dec. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=3.30233333/44.99+0.0609
=13.43 %

* 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 13.45% mean?
Prima Sociedad de Inversion Inmobiliaria (XPTY:PRIMASII) has a Forward Rate of Return (Yacktman) % of 13.45% as of Dec. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Prima Sociedad de Inversion Inmobiliaria and its competitors. This is near median its historical median of 13.44. Over the past decade, Prima Sociedad de Inversion Inmobiliaria's Forward Rate of Return (Yacktman) % has ranged from 11.87 to 13.45.
Is Prima Sociedad de Inversion Inmobiliaria's Forward Rate of Return (Yacktman) % too high?
Prima Sociedad de Inversion Inmobiliaria's current Forward Rate of Return (Yacktman) % of 13.45% is near median its 10-year median of 13.44. Over the past 10 years, this metric has ranged from a low of 11.87 to a high of 13.45. The REITs industry median Forward Rate of Return (Yacktman) % is 7.78. Prima Sociedad de Inversion Inmobiliaria's value of 13.45% is 72.9% above this industry median. Overall, Prima Sociedad de Inversion Inmobiliaria has a GF Scoreâ„¢ of 67/100, reflecting its overall financial health beyond just this single metric.
How does Prima Sociedad de Inversion Inmobiliaria's Forward Rate of Return (Yacktman) % compare to PLD and PSA?
Prima Sociedad de Inversion Inmobiliaria's Forward Rate of Return (Yacktman) % of 13.45% can be compared against companies in the REITs industry. The industry median Forward Rate of Return (Yacktman) % is 7.78. Prima Sociedad de Inversion Inmobiliaria's value of 13.45% is 72.9% above this benchmark. Historically, Prima Sociedad de Inversion Inmobiliaria's own Forward Rate of Return (Yacktman) % has ranged from 11.87 to 13.45 over the past decade. While the company's 10-year median is 13.44 vs. the industry median of 7.78, Prima Sociedad de Inversion Inmobiliaria has consistently been above the industry average. 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 7.78, based on 637 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. Prima Sociedad de Inversion Inmobiliaria's current Forward Rate of Return (Yacktman) % of 13.45% is 72.9% above the industry median. 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 Prima Sociedad de Inversion Inmobiliaria and its competitors. For the REITs industry, the median Forward Rate of Return (Yacktman) % is 7.78 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Prima Sociedad de Inversion Inmobiliaria's current Forward Rate of Return (Yacktman) % is 13.45%, which is near median its own 10-year median of 13.44. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Prima Sociedad de Inversion Inmobiliaria stock overvalued right now?
Prima Sociedad de Inversion Inmobiliaria (XPTY:PRIMASII) has a current Forward Rate of Return (Yacktman) % of 13.45%. The current Forward Rate of Return (Yacktman) % is 13.45%, which is near median its 10-year median of 13.44 and 72.9% above the REITs industry median of 7.78. Prima Sociedad de Inversion Inmobiliaria's overall GF Score™ is 67/100 with 2 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 Prima Sociedad de Inversion Inmobiliaria (XPTY:PRIMASII), the current Forward Rate of Return (Yacktman) % is 13.45% as of Dec. 2025. 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.

Prima Sociedad de Inversion Inmobiliaria Business Description

Industry Real EstateREITs
Address Calle 50, PH Tower Financial Center, Floor 33, Bella Vista district, Panama, PAN
Prima Sociedad de Inversion Inmobiliaria SA is a real estate investment company. It is engaged in the real estate development and management business.
67GF Score

Get the complete analysis for XPTY:PRIMASII

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

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