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Upturn AI SWOT - About
Bluerock Homes Trust Inc. (BHM)
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Upturn Advisory Summary
10/28/2025: 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 3.26% | 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 10/28/2025 |
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 to acquire and manage a portfolio of single-family rental homes. While specific founding year details are scarce, they focused on growth via strategic acquisitions and operational efficiencies.
Core Business Areas
- Single-Family Rental Homes: Acquisition, management, and operation of a portfolio of geographically diverse single-family rental homes. Focused on high-growth markets.
Leadership and Structure
Leadership details are limited but the company operates with a board of directors and executive management team responsible for strategic direction and operational oversight. Recent acquisition by Amherst Residential significantly changed the landscape of leadership, and the company is no longer publicly traded.
Top Products and Market Share
Key Offerings
- Single-Family Rental Homes: Management and leasing of single-family rental properties. Market share data is difficult to ascertain as single-family rental is a fragmented 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 due to demographic shifts, affordability challenges in homeownership, and increased demand for rental housing. Institutional investors are increasingly active in this space.
Positioning
Bluerock Homes Trust positioned itself as a player in the single-family rental market, focused on acquiring and managing properties in high-growth areas. Their competitive advantage was a blend of operational efficiency and strategic portfolio management.
Total Addressable Market (TAM)
The TAM for single-family rentals is estimated to be in the trillions of dollars. Bluerock was a relatively small player in this vast market.
Upturn SWOT Analysis
Strengths
- Portfolio of geographically diverse properties
- Focus on high-growth markets
- Operational expertise in property management
Weaknesses
- Relatively small size compared to larger competitors
- Reliance on debt financing
- Vulnerability to market fluctuations in housing prices
Opportunities
- Further acquisitions to expand portfolio
- Increased demand for single-family rentals
- Development of new technologies to improve property management
Threats
- Rising interest rates
- Economic downturn
- Increased competition from other institutional investors
Competitors and Market Share
Key Competitors
- INVH
- AMH
- TCN
Competitive Landscape
Bluerock Homes Trust faced intense competition from larger, well-established players in the single-family rental market. Their ability to differentiate themselves through strategic property selection and efficient management was crucial.
Growth Trajectory and Initiatives
Historical Growth: Bluerock Homes Trust experienced growth through acquisitions and organic rent increases prior to being acquired.
Future Projections: Future projections are irrelevant following the acquisition by Amherst Residential.
Recent Initiatives: Recent initiatives before being acquired involved portfolio optimization and operational improvements.
Summary
Bluerock Homes Trust was a smaller player in the competitive single-family rental market, focusing on high-growth regions. Its financial performance and shareholder returns prior to the acquisition were decent but were dependent on market dynamics and rising interest rates. The acquisition by Amherst Residential provides a new direction for the company, ending its run as a publicly traded REIT.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings prior to acquisition
- Industry reports
- Market analysis
Disclaimers:
This analysis is based on publicly available information prior to the acquisition of Bluerock Homes Trust, Inc. by Amherst Residential. Post-acquisition data is limited.
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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