BRT
BRT 1-star rating from Upturn Advisory

BRT Realty Trust (BRT)

BRT Realty Trust (BRT) 1-star rating from Upturn Advisory
$15.08
Last Close (24-hour delay)
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Upturn Advisory Summary

11/05/2025: BRT (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

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

Number of Analysts

1 star rating from financial analysts

4 Analysts rated it

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

1 Year Target Price $19.83

1 Year Target Price $19.83

Analysts Price Target For last 52 week
$19.83 Target price
52w Low $13.95
Current$15.08
52w High $19.06

Analysis of Past Performance

Type Stock
Historic Profit -33.61%
Avg. Invested days 28
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 267.18M USD
Price to earnings Ratio -
1Y Target Price 19.83
Price to earnings Ratio -
1Y Target Price 19.83
Volume (30-day avg) 4
Beta 0.98
52 Weeks Range 13.95 - 19.06
Updated Date 11/5/2025
52 Weeks Range 13.95 - 19.06
Updated Date 11/5/2025
Dividends yield (FY) 6.77%
Basic EPS (TTM) -0.48

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 2025-11-10
When -
Estimate -0.14
Actual -

Profitability

Profit Margin -9.34%
Operating Margin (TTM) 12.47%

Management Effectiveness

Return on Assets (TTM) 1.14%
Return on Equity (TTM) -4.44%

Valuation

Trailing PE -
Forward PE -
Enterprise Value 738099549
Price to Sales(TTM) 2.72
Enterprise Value 738099549
Price to Sales(TTM) 2.72
Enterprise Value to Revenue 7.7
Enterprise Value to EBITDA 18.47
Shares Outstanding 17979971
Shares Floating 10734916
Shares Outstanding 17979971
Shares Floating 10734916
Percent Insiders 21.04
Percent Institutions 51.79

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

BRT Realty Trust

BRT Realty Trust(BRT) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

BRT Realty Trust is a real estate investment trust (REIT) focused on owning, operating, and developing multi-family properties. Founded in 1972, it has evolved from a small real estate firm to a publicly traded REIT with a diversified portfolio. It became a public company in 1986.

Company business area logo Core Business Areas

  • Multi-Family Properties: Acquisition, development, and management of multi-family residential properties primarily in the Southeastern and Midwestern United States.

leadership logo Leadership and Structure

Jeffrey A. Levin is the Chief Executive Officer and President. The company operates with a typical REIT structure, with a board of directors and executive management team overseeing operations and investment strategies.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Multi-Family Residential Units: BRT Realty Trust's primary offering is multi-family residential units. The company owns and operates a portfolio of apartment communities. Specific market share data is not publicly available at a granular level, but they compete with national and regional REITs. Competitors include: AVB, MAA, EQR, UDR.

Market Dynamics

industry overview logo Industry Overview

The multi-family real estate sector is influenced by macroeconomic factors like interest rates, employment rates, and population growth. Demand remains strong in many markets due to housing shortages and demographic trends.

Positioning

BRT Realty Trust positions itself as a value-oriented investor in the multi-family sector, focusing on properties with potential for appreciation through renovation and management improvements. Their competitive advantage lies in their expertise in identifying and executing value-add strategies.

Total Addressable Market (TAM)

The total U.S. multi-family housing market is valued in the trillions of dollars. BRT Realty Trust's TAM is concentrated in the Southeastern and Midwestern US. They are positioned to capture a segment of this market through acquisitions and developments.

Upturn SWOT Analysis

Strengths

  • Experienced management team
  • Value-add investment strategy
  • Geographic focus in growth markets

Weaknesses

  • Smaller market capitalization compared to larger REITs
  • Geographic concentration may limit diversification
  • Reliance on external financing for growth

Opportunities

  • Acquisition of undervalued properties
  • Renovation and repositioning of existing properties
  • Expansion into new geographic markets within the Southeast and Midwest

Threats

  • Rising interest rates increasing borrowing costs
  • Economic downturn impacting rental demand
  • Increased competition from other multi-family developers and REITs

Competitors and Market Share

Key competitor logo Key Competitors

  • AVB
  • MAA
  • EQR
  • UDR
  • NXRT

Competitive Landscape

BRT Realty Trust faces competition from larger, more diversified REITs with greater access to capital. Its competitive advantage lies in its value-add strategy and focus on specific geographic markets. However, its smaller size can be a disadvantage in competing for larger acquisitions.

Major Acquisitions

Not publicly specified in recent reports

  • Year: 2023
  • Acquisition Price (USD millions): 46
  • Strategic Rationale: Expansion into growing multi-family markets.

Growth Trajectory and Initiatives

Historical Growth: BRT Realty Trust has experienced growth through acquisitions and development projects. However, growth rates have varied due to market cycles and investment decisions.

Future Projections: Future growth is dependent on management's ability to identify and execute profitable acquisitions and development projects, as well as overall market conditions. See analyst reports for estimations.

Recent Initiatives: Recent initiatives typically involve property acquisitions, renovation projects, and efforts to improve occupancy rates and rental income.

Summary

BRT Realty Trust is a smaller REIT focused on multi-family properties with a value-add strategy. The company's strengths include its experienced management and geographic focus, but it faces challenges related to its size and reliance on external financing. Growth prospects depend on successful acquisitions and development projects. It needs to focus on improving its marketing position.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • SEC Filings (10-K, 10-Q), Company Website, Analyst Reports (where available)

Disclaimers:

This analysis is based on publicly available information and is for informational purposes only. It does not constitute financial advice. Investment decisions should be made based on individual risk tolerance and thorough research.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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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
Full time employees 8

BRT Apartments Corp. (the Company or BRT), a Maryland corporation, owns, operates and, to a lesser extent, develops multi-family properties. These multi-family properties may be wholly owned by us or by unconsolidated joint ventures in which the Company contributes a significant portion of the equity. At June 30, 2025, the Company: (i) wholly-owns 21 multi-family properties located in 11 states with an aggregate of 5,420 units and a carrying value of $605,283,000; (ii) has ownership interests, through unconsolidated entities, in eight multi-family properties located in four states with an aggregate of 2,527 units and the carrying value of its net equity investment is $30,023,000; (iii) has investments in joint ventures that own two multi-family properties which investments are treated for financial statement purposes as loans (the Preferred Equity Investments) with a carrying value of $17,698,000; and (iv) owns other assets, through consolidated and unconsolidated subsidiaries, with a carrying value of $1,783,000. The 29 multi-family properties are located in 11 states; most of these properties are located in the Southeast United States and Texas. The Company conducts its operations to qualify as a real estate investment trust, or REIT, for federal income tax purposes.