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Upturn AI SWOT - About
Bluerock Homes Trust Inc. (BHM)
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Upturn Advisory Summary
08/28/2025: BHM (1-star) is currently NOT-A-BUY. Pass it for now.
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 3.27% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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 |
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. It focused on acquiring and managing income-producing single-family rental homes. The company's strategy evolved over time, focusing on select growth markets with strong economic drivers.
Core Business Areas
- Single-Family Rental Homes: The core business involved owning, operating, and managing a portfolio of single-family rental homes. This included property acquisition, leasing, property management, and disposition of properties.
Leadership and Structure
As of the end of 2023, Bluerock Homes Trust was acquired by a private equity firm. Information on current leadership structure as a public company isn't available.
Top Products and Market Share
Key Offerings
- Single-Family Rental Homes: Bluerock Homes Trust offered single-family rental properties. Market share information is no longer readily available as the company is no longer publicly traded. Competitors would have included Invitation Homes (INVH), American Homes 4 Rent (AMH) and Tricon Residential (TCN).
Market Dynamics
Industry Overview
The single-family rental (SFR) market has experienced substantial growth due to factors like increasing home prices, changing demographics, and lifestyle preferences favoring renting. Institutional investors have become major players in this market.
Positioning
Before acquisition, Bluerock Homes Trust was positioned as a REIT focused on acquiring and managing SFR homes in select markets. Their competitive advantage relied on efficient property management and strategic market selection.
Total Addressable Market (TAM)
The TAM for the SFR market is estimated to be in the hundreds of billions of dollars. Bluerock Homes Trust aimed to capture a portion of this market by focusing on specific growth areas, but has since been acquired.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Strategic focus on high-growth markets
- Efficient property management capabilities
Weaknesses
- Reliance on debt financing
- Sensitivity to interest rate fluctuations
- Geographic concentration risk
Opportunities
- Continued growth in the SFR market
- Expansion into new markets
- Technological advancements in property management
Threats
- Economic downturn affecting rental demand
- Increased competition from other institutional investors
- Rising interest rates impacting financing costs
Competitors and Market Share
Key Competitors
- INVH
- AMH
- TCN
Competitive Landscape
Prior to the acquisition, Bluerock Homes Trust competed with larger REITs with more capital and a wider geographic presence. Their advantages included a focus on specific high-growth markets and efficient property management.
Growth Trajectory and Initiatives
Historical Growth: Pre-acquisition growth trends could be seen in SEC filings. However, the usefulness of that information is minimal since a private company acquisition.
Future Projections: Future projections are not available as the company is no longer publicly traded.
Recent Initiatives: Recent initiatives prior to the acquisition include acquisitions of SFR portfolios and expansion into new markets. However, this information is not pertinent to current operations.
Summary
Bluerock Homes Trust was a REIT focused on single-family rental properties. Its acquisition signals a belief in the continued potential of the SFR market. Its strength was its property management and market selection, but it also faced threats from larger, better capitalized competitors. Its long term success remains to be seen within the private equity structure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (Historical)
- Company Website (Historical)
- Market Research Reports (SFR Industry)
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Data may be outdated due to the acquisition of Bluerock Homes Trust.
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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