<div id="readability-page-1"><div><ul> <li>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.</li> <li>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.</li> <li>We’ll now examine how Kennedy-Wilson’s senior role in funding Harborside 8 could influence its rental-focused investment narrative and risk profile.</li> </ul><p>Outshine the giants: these 25 early-stage AI stocks could fund your retirement.</p><h2>Kennedy-Wilson Holdings Investment Narrative Recap</h2><p>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.</p> <p>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.</p> <p>Yet the bigger issue investors should be aware of is how dependent Kennedy-Wilson has become on selling assets to handle upcoming debt maturities...</p> <p>Read the full narrative on Kennedy-Wilson Holdings (it's free!)</p><p>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.</p><p>Uncover how Kennedy-Wilson Holdings' forecasts yield a $11.00 fair value, a 13% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/29154a8e-031a-4649-9b20-fbac5b7654fb/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/29154a8e-031a-4649-9b20-fbac5b7654fb/chart/quote-price"/><figcaption>KW 1-Year Stock Price Chart</figcaption></figure> <p>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.</p><p>Explore 2 other fair value estimates on Kennedy-Wilson Holdings - why the stock might be worth less than half the current price!</p><h2>Build Your Own Kennedy-Wilson Holdings Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Kennedy-Wilson Holdings research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision.</li><li>Our free Kennedy-Wilson Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Kennedy-Wilson Holdings' overall financial health at a glance.</li></ul><h2>Contemplating Other Strategies?</h2><p>Every day counts. These free picks are already gaining attention. See them before the crowd does:</p><ul><li>Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.</li><li>AI is about to change healthcare. 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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.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p><p>Get the investor briefing before the next round of contracts</p><p><span>Sponsored On Behalf of CiTech</span></p></div></div></div>

<p>Kennedy-Wilson Holdings' involvement in financing the Harborside 8 project highlights its focus on rental housing and credit-led investments. Despite recent losses and a dividend not covered by earnings, the company's investment narrative centers on rental growth and asset sales to manage debt. A proposed acquisition by William McMorrow and Fairfax is a key development, impacting shareholders' investment decisions. Kennedy-Wilson projects $1.6 billion revenue by 2028, requiring significant growth. Fair value estimates vary widely, emphasizing the need for careful risk assessment.</p>

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