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Upturn AI Summary - About
BRT Apartments Corp(BRT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BRT
11/06/2026: BRT (1-star) is currently NOT-A-BUY. Pass it for now.
BRT Apartments Corp is an internally managed REIT focusing on the ownership and operation of multi-family residential properties in the Southeastern United States. The company has successfully pivoted from a historical mortgage lending business to a specialized multi-family operator, leveraging joint venture structures to expand its portfolio in high-growth markets. Its primary growth opportunity lies in capitalizing on persistent demand for rental housing in the Sunbelt. However, investors must consider risks such as interest rate sensitivity, regional economic concentration, and potential supply-side pressures. The stock may best suit dividend-oriented and value-focused investors who monitor the company's progress in property management and portfolio modernization.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential through property acquisition but is limited by the nature of the mature REIT sector. |
| Momentum investor | Weak fit | The stock typically exhibits lower volatility and trend-following characteristics compared to high-growth technology sectors. |
| Value investor | Strong fit | The company often trades based on the net asset value of its property holdings, which may appeal to value-oriented investors. |
| Dividend investor | Strong fit | As a REIT, the company is designed to generate consistent income through dividend distributions. |
| Low-risk investor | Mixed fit | While REITs provide income, they are still exposed to interest rate risk and real estate market cycles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Real estate equities can fluctuate based on interest rate outlooks and economic health. |
| Valuation risk | Medium | Pricing is sensitive to the cap rates of the underlying multi-family assets. |
| Competition risk (Market Consolidation) | Medium | Large REITs with lower cost of capital can outbid smaller players for quality assets. |
| Business quality | Medium | The reliance on joint venture partners adds complexity to asset management. |
| Dividend income | Medium | Dividends are dependent on rental income stability and the ability to refinance debt. |
| Execution risk | Medium | Successfully managing and improving property operations is essential for growth. |
Price Behavior

Rolling Over
The price momentum is slowing down and beginning to turn downward.

Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -31.68% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 236.04M USD | Price to earnings Ratio - | 1Y Target Price 18 |
Price to earnings Ratio - | 1Y Target Price 18 | ||
Volume (30-day avg) 59.6K shares | Beta 0.89 | 52 Weeks Range 12.51 - 15.35 | Updated Date 11/08/2026 |
52 Weeks Range 12.51 - 15.35 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 7.84% | Basic EPS (TTM) -0.81 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Multi-family Residential Leasing | Rental income from apartment units. | The company collects rent from tenants living in their properties. |
| Joint Venture Investments | Share of income from co-invested properties. | The company earns money by partnering with others to own and develop apartment buildings. |
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 2026-11-05 | When After Market | Estimate 0.35 | Actual 0.31 |
Profitability
Profit Margin -14.69% | Operating Margin (TTM) 10.08% |
Management Effectiveness
Return on Assets (TTM) 0.93% | Return on Equity (TTM) -8.33% |
Valuation
Trailing PE - | Forward PE 13.72 | Enterprise Value 730.95M | Price to Sales(TTM) 2.45 |
Enterprise Value 730.95M | Price to Sales(TTM) 2.45 | ||
Enterprise Value to Revenue 7.35 | Enterprise Value to EBITDA 18.87 | Shares Outstanding 18.79M | Shares Floating 10.67M |
Shares Outstanding 18.79M | Shares Floating 10.67M | ||
Percent Insiders 25.21 | Percent Institutions 51.37 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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