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Upturn AI SWOT - About
Bridge Investment Group Holdings Inc (BRDG)
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Upturn Advisory Summary
06/30/2025: BRDG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $9
1 Year Target Price $9
| 0 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -32.3% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.25B USD | Price to earnings Ratio - | 1Y Target Price 9 |
Price to earnings Ratio - | 1Y Target Price 9 | ||
Volume (30-day avg) 2 | Beta 1.41 | 52 Weeks Range 6.82 - 11.43 | Updated Date 06/30/2025 |
52 Weeks Range 6.82 - 11.43 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 4.36% | Basic EPS (TTM) -0.48 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.49% | Operating Margin (TTM) -11.06% |
Management Effectiveness
Return on Assets (TTM) 3.82% | Return on Equity (TTM) 3.32% |
Valuation
Trailing PE - | Forward PE 8.47 | Enterprise Value 828292802 | Price to Sales(TTM) 2.75 |
Enterprise Value 828292802 | Price to Sales(TTM) 2.75 | ||
Enterprise Value to Revenue 2.04 | Enterprise Value to EBITDA 11.08 | Shares Outstanding 44634500 | Shares Floating 35509399 |
Shares Outstanding 44634500 | Shares Floating 35509399 | ||
Percent Insiders 14.32 | Percent Institutions 46.62 |
Analyst Ratings
Rating 2 | Target Price 9 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Bridge Investment Group Holdings Inc
Company Overview
History and Background
Bridge Investment Group Holdings Inc. was founded in 2009. It focuses on private equity and debt investment in real estate and has grown through strategic acquisitions and organic expansion of its investment platforms.
Core Business Areas
- Real Estate Investment Management: Manages various real estate investment strategies across different property sectors.
- Real Estate Securities: Invests in publicly traded real estate securities.
- Real Estate Lending: Provides debt financing solutions for real estate projects.
Leadership and Structure
Jonathan Slager is the CEO. The company operates with a team-based structure with experienced professionals overseeing each investment platform.
Top Products and Market Share
Key Offerings
- Multifamily Properties: Acquisition and management of multifamily properties. Market share data is difficult to ascertain precisely but is within the top 25 managers of US multifamily properties. Competitors include Greystar, Lincoln Property Company, and Alliance Residential Company.
- Office Properties: Investment in office properties. Market share data not publicly available. Competitors include Boston Properties, SL Green Realty Corp, and Kilroy Realty Corp.
- Senior Housing: Acquisition and management of Senior Housing. Market share data not publicly available. Competitors include Welltower, Ventas, and Healthpeak Properties.
Market Dynamics
Industry Overview
The real estate investment management industry is highly competitive and influenced by economic conditions, interest rates, and regulatory changes.
Positioning
Bridge Investment Group Holdings Inc. is positioned as a vertically integrated real estate investment manager, offering a range of investment products and services. Its competitive advantage lies in its local market expertise and integrated platform.
Total Addressable Market (TAM)
The TAM for real estate investment management is multi-trillion dollars globally. Bridge Investment Group is positioned to capture a fraction of this market through its specialized investment strategies.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Vertically integrated platform
- Diverse investment strategies
- Strong local market expertise
Weaknesses
- Dependence on macroeconomic conditions
- Reliance on key personnel
- Competition from larger asset managers
- High debt levels
Opportunities
- Growing demand for real estate investment
- Expansion into new markets
- Strategic acquisitions
- Increasing interest from institutional investors
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Regulatory changes
Competitors and Market Share
Key Competitors
- BX
- PGIM
- NLY
- STAR
Competitive Landscape
Bridge Investment Group competes with larger asset managers, but differentiates itself through its vertically integrated platform and local market expertise.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by acquisitions and increased AUM.
Future Projections: Analysts predict continued growth, driven by increasing demand for real estate investment.
Recent Initiatives: Recent initiatives include launching new investment products and expanding into new markets.
Summary
Bridge Investment Group has potential for continued growth as demand for real estate investment grows. Its integrated platform and local expertise are key strengths. However, it faces competition from larger asset managers and vulnerability to economic downturns. Monitoring economic indicators and managing debt are crucial for sustained success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, market analysis.
- SEC filings
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market share percentages are estimates and may vary. Financial performance data is subject to change.
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 Bridge Investment Group Holdings Inc
Exchange NYSE | Headquaters Salt Lake City, UT, United States | ||
IPO Launch date 2021-07-16 | CEO & Director Mr. Jonathan Peter Slager | ||
Sector Financial Services | Industry Asset Management | Full time employees 2250 | Website https://www.bridgeig.com |
Full time employees 2250 | Website https://www.bridgeig.com | ||
Bridge Investment Group Holdings Inc is a publicly owned real estate investment manager.. It manages capital on behalf of approximately hundred global institutions and 6,500 individual investors across approximately 25 investment vehicles. The company was founded in 2009 and is headquartered in Salt Lake City, Utah. Bridge Investment Group Holdings Inc. was founded in 2009 and is headquartered in Salt Lake City, Utah.
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