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Upturn AI SWOT - About
Bluerock Homes Trust Inc. (BHM)
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Upturn Advisory Summary
06/30/2025: BHM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 1.63% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 49.68M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.88 | 52 Weeks Range 9.21 - 18.63 | Updated Date 06/28/2025 |
52 Weeks Range 9.21 - 18.63 | Updated Date 06/28/2025 | ||
Dividends yield (FY) 4.10% | Basic EPS (TTM) -1.5 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.18% | Operating Margin (TTM) -12.89% |
Management Effectiveness
Return on Assets (TTM) -0.57% | Return on Equity (TTM) -2.98% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 368132203 | Price to Sales(TTM) 0.73 |
Enterprise Value 368132203 | Price to Sales(TTM) 0.73 | ||
Enterprise Value to Revenue 6.64 | Enterprise Value to EBITDA 12.16 | Shares Outstanding 4063410 | Shares Floating 2619658 |
Shares Outstanding 4063410 | Shares Floating 2619658 | ||
Percent Insiders 21.58 | Percent Institutions 35.3 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Bluerock Homes Trust Inc.
Company Overview
History and Background
Bluerock Homes Trust, Inc. (formerly Bluerock Residential Growth REIT, Inc.) was founded in 2008 and is a real estate investment trust (REIT). It focused on acquiring and developing single-family rental homes and providing mortgage financing.
Core Business Areas
- Single-Family Rental Homes: Acquisition, development, and management of single-family rental homes across the United States.
- Mortgage Financing: Providing mortgage financing options to builders and developers of single-family homes.
Leadership and Structure
Bluerock Homes Trust Inc. operates with a typical REIT structure, governed by a board of directors and managed by a team of executives. Ramin Kamfar served as the CEO.
Top Products and Market Share
Key Offerings
- Single-Family Rental Homes: Acquisition, development, and management of single-family rental homes. Market share is highly fragmented in the single-family rental market. Competitors include Invitation Homes (INVH) and American Homes 4 Rent (AMH).
- Mortgage Financing: Offering debt financing to single-family homebuilders and developers. Market share data for this specific segment is less readily available but is competitive. Competitors include various private lenders and mortgage REITs.
Market Dynamics
Industry Overview
The single-family rental market is experiencing strong growth due to demographic shifts, affordability challenges in homeownership, and increased demand for rental housing. The mortgage financing market is influenced by interest rates and housing market conditions.
Positioning
Bluerock Homes Trust Inc. aims to capitalize on the increasing demand for single-family rentals and address the financing needs of homebuilders. Its competitive advantage lies in its focused strategy and understanding of the single-family housing market.
Total Addressable Market (TAM)
The single-family rental TAM is estimated to be in the trillions of dollars. Bluerock Homes Trust Inc. is positioned to capture a portion of this TAM through strategic acquisitions and financing activities.
Upturn SWOT Analysis
Strengths
- Focused investment strategy on single-family rentals
- Experienced management team in real estate
- Potential for rental income growth
- Access to capital markets for acquisitions
Weaknesses
- High sensitivity to interest rate changes
- Reliance on external financing for growth
- Exposure to property management risks
- Smaller market capitalization compared to larger REITs
Opportunities
- Expansion into new geographic markets
- Development of new single-family rental communities
- Increased demand for rental housing
- Strategic partnerships with homebuilders
Threats
- Economic downturns impacting rental demand
- Rising interest rates increasing borrowing costs
- Increased competition in the single-family rental market
- Changes in tax laws affecting REITs
Competitors and Market Share
Key Competitors
- INVH
- AMH
- MAA
- EQR
Competitive Landscape
Bluerock Homes Trust Inc. faced intense competition from larger, more established REITs in the single-family rental market. Its smaller size and focused strategy presented both advantages and disadvantages.
Major Acquisitions
Private Real Estate Fund
- Year: 2023
- Acquisition Price (USD millions): 3600
- Strategic Rationale: Acquisition of Bluerock Homes Trust, Inc. by a private real estate fund to take the company private.
Growth Trajectory and Initiatives
Historical Growth: Historical growth was driven by acquisitions and development of single-family rental properties.
Future Projections: Future growth projections are unavailable as the company was acquired.
Recent Initiatives: Recent initiatives included strategic acquisitions and development projects aimed at expanding its single-family rental portfolio.
Summary
Bluerock Homes Trust Inc. pursued a strategy focused on the single-family rental market. It faced competition from larger REITs and potential challenges from changing interest rates and economic conditions. However, the company capitalized on increasing demand for rental housing. The acquisition of the company in 2023 resulted in the company being taken private and the elimination of common stock BHM from US stock exchange.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Reports
- Industry Analysis Reports
- Various Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary depending on the source. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Bluerock Homes Trust Inc.
Exchange NYSE MKT | Headquaters New York, NY, United States | ||
IPO Launch date 2022-10-06 | CEO & Chairman Mr. Robert Ramin Kamfar | ||
Sector Real Estate | Industry REIT - Residential | Full time employees - | |
Full time employees - | |||
Bluerock Homes Trust, Inc. (NYSE American: BHM), headquartered in New York, New York, is an externally managed REIT that owns and operates a portfolio of institutional residential properties including single-family homes, build-to-rent communities, and other residential communities located in attractive markets with a focus on the knowledge-economy and high quality of life regions of the Sunbelt and high growth areas of the Western United States. BHM's principal objective is to generate attractive risk-adjusted investment returns by acquiring residential units, developing residential communities, and through Value-Add renovations. BHM properties are located across a diverse group of growth markets with healthy long-term demand fundamentals for residential rentals and will seek to target the high disposable income renter by choice.
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