Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
BHM
Upturn stock ratingUpturn stock rating

Bluerock Homes Trust Inc. (BHM)

Upturn stock ratingUpturn stock rating
$12.81
Last Close (24-hour delay)
Profit since last BUY2.48%
upturn advisory
Consider higher Upturn Star rating
BUY since 8 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/18/2025: BHM (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

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 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 06/18/2025

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 -

ai summary icon Upturn AI SWOT

Bluerock Homes Trust Inc.

stock logo

Company Overview

overview logo 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.

business area logo Core Business Areas

  • Single-Family Rental Properties: Acquisition, renovation, leasing, and management of single-family rental homes in targeted markets.

leadership logo 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

overview logo 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 logo 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

competitor logo 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.

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.