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    The Bull Case For Kennedy-Wilson Holdings (KW) Could Change Following Harborside 8 Financing Role - Learn Why

    Simply Wall St·12/17/2025 07:17:42
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    • Earlier in 2025, JLL’s Capital Markets group arranged US$306 million in senior non-recourse construction financing and US$78 million in preferred equity for the 678-unit Harborside 8 luxury waterfront multifamily project in Jersey City, with Kennedy-Wilson providing the floating-rate senior loan.
    • This financing deepens Kennedy-Wilson’s partnership with the development team and underscores its focus on large-scale, higher-end rental housing projects in growth corridors.
    • We’ll now examine how Kennedy-Wilson’s senior role in funding Harborside 8 could influence its rental-focused investment narrative and risk profile.

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    Kennedy-Wilson Holdings Investment Narrative Recap

    To own Kennedy-Wilson, you generally need to believe in its pivot toward rental housing and fee-based investment management, despite recent net losses and a dividend that is not covered by earnings. The Harborside 8 senior loan fits this rental and credit-led story, but it does not materially change the near term picture, where the proposed US$10.25 per share take-private offer and ongoing reliance on asset sales to manage debt still dominate both the key catalyst and the main risk.

    The most relevant recent development alongside Harborside 8 is the proposed US$980 million acquisition of the remaining 69 percent of Kennedy-Wilson by a consortium led by William McMorrow and Fairfax. For existing shareholders, this potential transaction now sits at the center of the investment case, interacting with the company’s rental growth and capital recycling plans, as well as its mixed profitability and funding needs.

    Yet the bigger issue investors should be aware of is how dependent Kennedy-Wilson has become on selling assets to handle upcoming debt maturities...

    Read the full narrative on Kennedy-Wilson Holdings (it's free!)

    Kennedy-Wilson Holdings' narrative projects $1.6 billion revenue and $81.5 million earnings by 2028. This requires 44.7% yearly revenue growth and a $173 million earnings increase from -$91.5 million today.

    Uncover how Kennedy-Wilson Holdings' forecasts yield a $11.00 fair value, a 13% upside to its current price.

    Exploring Other Perspectives

    KW 1-Year Stock Price Chart
    KW 1-Year Stock Price Chart

    Two fair value estimates from the Simply Wall St Community span a very wide range, from about US$0.53 to US$11 per share, showing how far apart views can be. When you set that against Kennedy-Wilson’s growing tilt toward rental housing and private credit, it underlines why you may want to compare several different risk and return expectations before deciding how this stock might fit into your portfolio.

    Explore 2 other fair value estimates on Kennedy-Wilson Holdings - why the stock might be worth less than half the current price!

    Build Your Own Kennedy-Wilson Holdings Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.