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Medalist Diversified Reit Inc (MDRR)



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Upturn Advisory Summary
09/11/2025: MDRR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $9
1 Year Target Price $9
1 | Strong Buy |
0 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.01% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 17.56M USD | Price to earnings Ratio - | 1Y Target Price 9 |
Price to earnings Ratio - | 1Y Target Price 9 | ||
Volume (30-day avg) 1 | Beta 0.38 | 52 Weeks Range 9.49 - 14.74 | Updated Date 09/11/2025 |
52 Weeks Range 9.49 - 14.74 | Updated Date 09/11/2025 | ||
Dividends yield (FY) 2.08% | Basic EPS (TTM) -2.61 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -24.18% | Operating Margin (TTM) 11.13% |
Management Effectiveness
Return on Assets (TTM) 0.43% | Return on Equity (TTM) -9.95% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 59114392 | Price to Sales(TTM) 1.82 |
Enterprise Value 59114392 | Price to Sales(TTM) 1.82 | ||
Enterprise Value to Revenue 6.13 | Enterprise Value to EBITDA 13.91 | Shares Outstanding 1345260 | Shares Floating 822721 |
Shares Outstanding 1345260 | Shares Floating 822721 | ||
Percent Insiders 38.66 | Percent Institutions 8.67 |
Upturn AI SWOT
Medalist Diversified Reit Inc

Company Overview
History and Background
Medalist Diversified REIT Inc. was formerly known as Medalist Holding Co. The company focuses on acquiring, owning, and operating commercial real estate in the Southeastern United States. Information on its founding year is difficult to readily find through basic search, but the current form evolved over the last decade. They focus on value-add and opportunistic investments.
Core Business Areas
- Commercial Real Estate Investment: Acquiring, owning, and operating commercial real estate properties.
- Value-Add and Opportunistic Investments: Focusing on properties with potential for increased value through improvements and strategic management.
Leadership and Structure
The company is led by a management team with experience in real estate investment and operations. Specific details on the full leadership team are readily available on the company's website and public filings.
Top Products and Market Share
Key Offerings
- Retail Properties: Medalist Diversified REIT Inc. owns and manages retail properties. Due to the micro-cap nature of the company, revenue from each property is very granular and not publicly segmented. Competitors include larger REITs with broader portfolios, such as Simon Property Group (SPG) and Regency Centers Corporation (REG).
- Multi-Family Properties: The company also invests in multi-family properties. Again, market share is difficult to determine precisely due to the fragmented nature of the real estate market and the company's relatively small size. Competitors include Apartment Income REIT Corp. (AIRC) and Equity Residential (EQR).
Market Dynamics
Industry Overview
The REIT industry is influenced by factors such as interest rates, economic growth, and property demand. The commercial real estate sector is diverse, with various sub-sectors like retail, office, and multi-family experiencing different trends.
Positioning
Medalist Diversified REIT Inc. occupies a niche position focusing on the Southeastern US and value-add opportunities. This strategy allows them to potentially achieve higher returns but also carries higher risk.
Total Addressable Market (TAM)
The TAM for commercial real estate in the Southeastern US is significant, estimated to be in the hundreds of billions of dollars. Medalist Diversified REIT Inc. is a very small player compared to this TAM, implying significant room for potential growth and fierce competition.
Upturn SWOT Analysis
Strengths
- Focus on Southeastern US market
- Value-add investment strategy
- Experienced management team
Weaknesses
- Small market capitalization
- Limited access to capital
- High debt levels (potentially)
Opportunities
- Expansion into new property types
- Acquisition of undervalued assets
- Increased demand for commercial real estate in the Southeast
Threats
- Economic downturn
- Rising interest rates
- Increased competition
Competitors and Market Share
Key Competitors
- SPG
- REG
- AIRC
- EQR
- O
Competitive Landscape
Medalist Diversified REIT Inc. faces intense competition from larger, more established REITs. Their advantage lies in their focus on the Southeastern US and value-add opportunities, but they are at a disadvantage due to their smaller size and limited capital.
Growth Trajectory and Initiatives
Historical Growth: Growth trends can be assessed by examining historical revenue and asset growth. Requires analysis of financial filings over several years.
Future Projections: Analyst estimates can be found on financial websites. However, given the company's micro-cap status, analyst coverage may be limited.
Recent Initiatives: Requires monitoring company press releases and investor presentations.
Summary
Medalist Diversified REIT Inc. is a micro-cap REIT focusing on value-add commercial real estate in the Southeast. Its small size and limited capital present challenges. However, its focused strategy in a growing region offers opportunities. The company needs to improve its capital structure and operational efficiency to compete effectively with larger REITs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Financial websites (Yahoo Finance, Google Finance)
- Industry reports
- Company Website
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share data is estimated and may not be precise. Investing in micro-cap stocks involves significant risk.
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 Medalist Diversified Reit Inc
Exchange NASDAQ | Headquaters Richmond, VA, United States | ||
IPO Launch date 2018-11-28 | Chair of the Board, CEO, President, Secretary & Treasurer Mr. Francis P. Kavanaugh | ||
Sector Real Estate | Industry REIT - Diversified | Full time employees - | Website https://www.medalistreit.com |
Full time employees - | Website https://www.medalistreit.com |
Medalist Diversified REIT (NASDAQ: MDRR) is a real estate investment trust that specializes in acquiring, owning, and managing value-add commercial real estate. As of December 31, 2024, our portfolio consists of 9 assets in the Southeast and 1 asset in Illinois totaling approximately 782 thousand square feet.

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