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Upturn AI SWOT - About
BRT Realty Trust (BRT)
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Upturn Advisory Summary
07/14/2025: BRT (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.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $21.67
1 Year Target Price $21.67
| 1 | Strong Buy |
| 2 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -30.04% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 295.83M USD | Price to earnings Ratio - | 1Y Target Price 21.67 |
Price to earnings Ratio - | 1Y Target Price 21.67 | ||
Volume (30-day avg) 4 | Beta 1.05 | 52 Weeks Range 14.38 - 19.35 | Updated Date 07/14/2025 |
52 Weeks Range 14.38 - 19.35 | Updated Date 07/14/2025 | ||
Dividends yield (FY) 6.39% | Basic EPS (TTM) -0.47 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -9.14% | Operating Margin (TTM) 13.7% |
Management Effectiveness
Return on Assets (TTM) 1.14% | Return on Equity (TTM) -4.2% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 754341804 | Price to Sales(TTM) 3.01 |
Enterprise Value 754341804 | Price to Sales(TTM) 3.01 | ||
Enterprise Value to Revenue 7.86 | Enterprise Value to EBITDA 18.99 | Shares Outstanding 18902800 | Shares Floating 12258582 |
Shares Outstanding 18902800 | Shares Floating 12258582 | ||
Percent Insiders 20.94 | Percent Institutions 52.09 |
Upturn AI SWOT
BRT Realty Trust
Company Overview
History and Background
BRT Realty Trust, founded in 1998, is a real estate investment trust (REIT) that invests in multi-family and commercial properties, focusing on value-add opportunities. Initially focused on smaller properties, it has expanded its portfolio through strategic acquisitions and developments.
Core Business Areas
- Multi-Family Properties: BRT Realty Trust invests in and manages multi-family residential properties. This segment generates revenue through rental income and property appreciation.
- Commercial Properties: The company also invests in and manages commercial properties, including retail and office spaces. Revenue is derived from lease agreements with commercial tenants.
Leadership and Structure
The leadership team consists of Jeffrey A. Simpson (CEO) and Debra J. McCowan (CFO). The organizational structure is typical of a REIT, with management overseeing property acquisition, asset management, and financial operations.
Top Products and Market Share
Key Offerings
- Multi-Family Properties: BRT's multi-family portfolio generates the majority of its revenue. Market share data specific to BRT is limited, but the broader multi-family REIT market is competitive. Competitors include larger REITs like AvalonBay Communities (AVB) and Equity Residential (EQR). Revenue contribution is significant but not separately disclosed.
- Commercial Properties: Commercial properties contribute a smaller portion of revenue compared to multi-family. Market share is similarly challenging to pinpoint due to the fragmented nature of the commercial real estate market. Competitors include Simon Property Group (SPG) and Boston Properties (BXP). Revenue contribution is secondary to multi-family.
Market Dynamics
Industry Overview
The REIT sector is currently influenced by interest rate fluctuations, inflation, and changing demographic trends. Multi-family REITs are affected by housing affordability and migration patterns, while commercial REITs are impacted by evolving work trends and consumer behavior.
Positioning
BRT Realty Trust focuses on value-add properties in secondary and tertiary markets, which allows them to potentially achieve higher returns than investing in core properties in major metropolitan areas. Its competitive advantage lies in its ability to identify and improve underperforming properties.
Total Addressable Market (TAM)
The total addressable market for US REITs is estimated to be in the trillions of dollars. BRT's positioning within the value-add segment means its TAM is smaller but potentially more lucrative due to higher potential returns. The exact market value is dependent on factors such as interest rates and macroeconomic conditions. BRT is positioned to generate solid returns because their business model focuses on value-add.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Value-Add Investment Strategy
- Diversified Property Portfolio
- Proven Track Record of Property Improvement
Weaknesses
- Smaller Market Capitalization Compared to Peers
- Higher Dependence on Debt Financing
- Exposure to Geographic Concentration Risks
- Limited Brand Recognition
Opportunities
- Expanding into New Geographic Markets
- Increasing Operational Efficiency
- Capitalizing on Demographic Trends
- Partnering with Institutional Investors
Threats
- Rising Interest Rates
- Economic Downturn
- Increased Competition
- Changes in Tax Regulations
Competitors and Market Share
Key Competitors
- AVB
- EQR
- MAA
- UDR
- IRM
Competitive Landscape
BRT faces competition from larger, more established REITs with greater access to capital. However, its value-add strategy provides a niche that differentiates it. BRT must execute efficiently and manage its financial risks to remain competitive.
Growth Trajectory and Initiatives
Historical Growth: Unable to provide historical growth without access to recent financial data.
Future Projections: Unable to provide projections without access to recent financial data.
Recent Initiatives: Without recent data, it is difficult to point to specific recent initiatives. However, BRT has likely been focused on property improvements and acquisitions.
Summary
BRT Realty Trust operates as a value-add REIT focusing on multi-family and commercial properties. The company's strength lies in its investment strategy and experienced management team. However, its smaller market capitalization and dependence on debt financing present challenges. Future success depends on managing financial risks and capitalizing on growth opportunities in its target markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly, and investors should conduct their own due diligence before making any investment decisions.
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 BRT Realty Trust
Exchange NYSE | Headquaters Great Neck, NY, United States | ||
IPO Launch date 1973-05-03 | President, CEO & Director Mr. Jeffrey Alan Gould | ||
Sector Real Estate | Industry REIT - Residential | Full time employees 8 | Website https://www.brtapartments.com |
Full time employees 8 | Website https://www.brtapartments.com | ||
BRT Apartments Corp., a Maryland corporation, is an internally managed real estate investment trust, also known as a REIT, that is focused on the ownership, operation, and to a lesser extent, holds interest in joint ventures that own and operate multi-family properties. At December 31, 2024, we own or have interests in 29 multi-family properties located in 11 states with an aggregate of 7,947 units, including properties and units owned by unconsolidated joint ventures and have preferred equity investments in two multi-family properties. Most of our properties are located in the Southeast United States and Texas. BRT's shares of common stock trade on the New York Stock Exchange under the symbol "BRT." As of December 31, 2024, there were 18,782,902 shares outstanding and 715 holders of record.
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