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Bluerock Homes Trust Inc. (BHM)
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Upturn Advisory Summary
12/02/2025: 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 3.26% | 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 12/02/2025 |
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. (BHM) was founded in 2012 as a real estate investment trust (REIT) focused on acquiring and managing single-family rental homes. The company has evolved from an external manager-led entity to an internally managed REIT focused on high-growth markets.
Core Business Areas
- Single-Family Rental Homes: Acquiring, owning, and managing a portfolio of geographically diverse single-family rental homes concentrated in growth markets with strong demographics.
Leadership and Structure
The leadership team includes Ramin Kamfar as Chief Executive Officer. The company is structured as a real estate investment trust (REIT).
Top Products and Market Share
Key Offerings
- Single-Family Rental Homes: Bluerock Homes Trust's primary offering is the provision of single-family rental homes. Data on specific market share is limited, but it operates in the competitive single-family rental market, facing competition from Invitation Homes (INVH), American Homes 4 Rent (AMH), and Tricon Residential (TCN).
Market Dynamics
Industry Overview
The single-family rental market is experiencing strong growth driven by demographic trends, affordability challenges in homeownership, and increasing demand for rental housing.
Positioning
Bluerock Homes Trust aims to position itself as a provider of high-quality rental homes in desirable markets, focusing on growing submarkets. It attempts to differentiate through resident service and focus on specific regions.
Total Addressable Market (TAM)
The TAM for single-family rentals is estimated to be in the trillions of dollars, encompassing all rental homes in the US. Bluerock Homes Trust captures a small percentage of this huge market.
Upturn SWOT Analysis
Strengths
- Focus on high-growth markets
- Experienced management team
- Access to capital markets
- Internalized Management
Weaknesses
- Relatively small size compared to larger competitors
- Limited diversification in portfolio
- Exposure to interest rate risk
- Dependence on market conditions
Opportunities
- Acquisition of additional properties
- Expansion into new markets
- Increasing rental rates
- Improved operational efficiency
- Technology and modernization
Threats
- Increased competition
- Rising interest rates
- Economic downturn
- Changes in government regulations
- Decreasing rental rates
Competitors and Market Share
Key Competitors
- INVH
- AMH
- TCN
Competitive Landscape
Compared to competitors, Bluerock Homes Trust (Now privately held) needed to compete with larger firms that have greater access to capital and more diversified portfolios.
Growth Trajectory and Initiatives
Historical Growth: Historical growth can no longer be determined, as the company is privately held.
Future Projections: N/A
Recent Initiatives: N/A
Summary
Bluerock Homes Trust, now privately held, operated as a single-family rental REIT focused on high-growth markets. Its strengths were its focus and management team. However, they faced challenges because of its relatively small size compared to its competitors.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings (Historical)
- Company Website (Historical)
- Market Research Reports
Disclaimers:
The information provided is based on available public information and historical data, and should not be considered financial 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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