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Upturn AI SWOT - About
Bluerock Homes Trust Inc. (BHM)
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Upturn Advisory Summary
06/18/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 3.01% | Avg. Invested days 34 | 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 06/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 52.16M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 3052 | Beta 0.88 | 52 Weeks Range 9.30 - 18.82 | Updated Date 06/19/2025 |
52 Weeks Range 9.30 - 18.82 | Updated Date 06/19/2025 | ||
Dividends yield (FY) 3.90% | 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 370616064 | Price to Sales(TTM) 0.77 |
Enterprise Value 370616064 | Price to Sales(TTM) 0.77 | ||
Enterprise Value to Revenue 6.68 | Enterprise Value to EBITDA 12.24 | 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. was a real estate investment trust (REIT) focused on acquiring and managing single-family rental homes. Founded to capitalize on the growing demand for rental housing.
Core Business Areas
- Single-Family Rental Properties: Acquisition, renovation, leasing, and management of single-family rental homes in targeted markets.
Leadership and Structure
Information on leadership team and structure is difficult to find after the company was acquired. Management would have been headed by the CEO with various VPs overseeing acquisitions, property management, and finance.
Top Products and Market Share
Key Offerings
- Single-Family Rental Homes: Provision of single-family rental homes. Market share data not readily available due to the fragmented nature of the single-family rental market. Competitors include Invitation Homes (INVH), American Homes 4 Rent (AMH) and Tricon Residential (TCN).
Market Dynamics
Industry Overview
The single-family rental market is experiencing growth driven by demographic shifts, affordability challenges, and changing preferences. Demand continues to outstrip supply in many markets.
Positioning
Bluerock Homes Trust aimed to be a significant player in the single-family rental market by acquiring and managing a diversified portfolio of homes in desirable locations.
Total Addressable Market (TAM)
TAM for the single-family rental market is estimated to be in the trillions of dollars. Bluerock Homes Trust aimed to capture a small portion of this TAM through strategic acquisitions and efficient management.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on high-growth markets
- Efficient property management platform
Weaknesses
- High debt levels
- Sensitivity to interest rate changes
- Geographic concentration in certain markets
Opportunities
- Further expansion into new markets
- Increased demand for single-family rentals
- Acquisition of smaller competitors
Threats
- Rising interest rates
- Increased competition
- Economic downturn
Competitors and Market Share
Key Competitors
- INVH
- AMH
- TCN
Competitive Landscape
Bluerock Homes Trust competed with larger REITs in the single-family rental market. Its success depended on efficient operations and strategic acquisitions. Larger competitors have scale advantages.
Major Acquisitions
Purchase by Cerberus Capital Management
- Year: 2023
- Acquisition Price (USD millions): 2900
- Strategic Rationale: Acquisition to expand Cerberus' real estate portfolio and capitalize on the growth of the single-family rental market.
Growth Trajectory and Initiatives
Historical Growth: Bluerock Homes Trust experienced growth through acquisitions and organic rent increases.
Future Projections: Future projections are not available as the company is no longer independent.
Recent Initiatives: Recent initiatives would have focused on expanding the portfolio and improving operational efficiency.
Summary
Bluerock Homes Trust was a REIT focused on the single-family rental market that was recently acquired by Cerberus Capital Management. The company faced challenges related to debt and competition within the single-family rental market. The company's success hinged on its ability to efficiently manage its properties, acquire strategically located homes, and navigate the cyclical nature of the real estate market. This acquisition validates Bluerock's portfolio while enabling Cerberus to grow in the rental sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Press Releases
- Industry Reports
Disclaimers:
Data and analysis based on publicly available information. Market share figures are estimates and may not be precise. This is not investment advice.
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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