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BHM
Upturn stock ratingUpturn stock rating

Bluerock Homes Trust Inc. (BHM)

Upturn stock ratingUpturn stock rating
$12.52
Last Close (24-hour delay)
Profit since last BUY1.13%
upturn advisory
Consider higher Upturn Star rating
BUY since 15 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Time period over
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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

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $

1 Year Target Price $

Analysts Price Target For last 52 week
$Target price
Low$
Current$12.52
high$

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn 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 -

ai summary icon Upturn AI SWOT

Bluerock Homes Trust Inc.

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.