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Upturn AI SWOT - About
Medalist Diversified Reit Inc (MDRR)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
07/08/2025: MDRR (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
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
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 -10.68% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/08/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 14.20M USD | Price to earnings Ratio - | 1Y Target Price 9 |
Price to earnings Ratio - | 1Y Target Price 9 | ||
Volume (30-day avg) 1 | Beta 0.26 | 52 Weeks Range 9.55 - 14.83 | Updated Date 07/8/2025 |
52 Weeks Range 9.55 - 14.83 | Updated Date 07/8/2025 | ||
Dividends yield (FY) 2.49% | Basic EPS (TTM) -1.94 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -24.64% | Operating Margin (TTM) -20.73% |
Management Effectiveness
Return on Assets (TTM) 0.43% | Return on Equity (TTM) -10.17% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 61211797 | Price to Sales(TTM) 1.5 |
Enterprise Value 61211797 | Price to Sales(TTM) 1.5 | ||
Enterprise Value to Revenue 6.45 | Enterprise Value to EBITDA 14.01 | Shares Outstanding 1352410 | Shares Floating 648994 |
Shares Outstanding 1352410 | Shares Floating 648994 | ||
Percent Insiders 51.89 | Percent Institutions 1.1 |
Upturn AI SWOT
Medalist Diversified Reit Inc
Company Overview
History and Background
Medalist Diversified REIT Inc. (MDRR) is a self-managed real estate investment trust focused on acquiring, owning, and managing value-add commercial real estate, primarily in the Southeastern United States. Founded with the intention of providing income and growth through strategic property investments.
Core Business Areas
- Commercial Real Estate Investment: Acquiring, owning, and managing income-producing retail, industrial, and flex properties in the Southeastern United States.
Leadership and Structure
The leadership team includes the CEO, CFO, and other key executives. The organizational structure involves property management, investment, and finance divisions. Details are subject to change.
Top Products and Market Share
Key Offerings
- Retail Properties: Manages retail properties, generating revenue from tenant leases. Market share is relatively small given overall REIT market, no concrete user data. Competitors include large REITs with extensive retail portfolios such as Simon Property Group (SPG) and Regency Centers (REG).
- Industrial Properties: Manages industrial/flex properties, generating revenue from tenant leases. Market share is relatively small, no concrete user data. Competitors include REITs such as Prologis (PLD) and Duke Realty (DRE).
Market Dynamics
Industry Overview
The REIT industry is influenced by interest rates, economic growth, and real estate market trends. Changing consumer habits, e-commerce, and supply chain issues affect the demand for retail and industrial spaces.
Positioning
Medalist Diversified REIT Inc. focuses on value-add commercial real estate in the Southeast US. Their competitive advantage lies in identifying undervalued properties and improving them to generate higher income. However, its smaller size compared to larger REITs is a disadvantage.
Total Addressable Market (TAM)
The total REIT market is multi-billion dollar; however, MDRR focuses on the Southeast US commercial real estate market. Positioned to capture a portion of this market by focusing on under valued properties.
Upturn SWOT Analysis
Strengths
- Focus on value-add properties
- Regional focus in the Southeastern US
- Experienced management team (claimed, need to verify)
Weaknesses
- Small market capitalization
- Limited access to capital
- High debt levels
- Dependence on regional economy
Opportunities
- Acquisition of distressed properties at attractive prices
- Expansion into new Southeastern markets
- Increased demand for industrial and retail space in the region
Threats
- Rising interest rates
- Economic downturn in the Southeast
- Increased competition from larger REITs
- Changes in tenant demand
Competitors and Market Share
Key Competitors
- SPG
- REG
- PLD
- DRE
Competitive Landscape
MDRR is a small REIT compared to SPG, REG, PLD, and DRE. They compete in a much larger market.
Growth Trajectory and Initiatives
Historical Growth: Analyze historical revenue and earnings growth rates. Review acquisitions and property development activity.
Future Projections: Future growth relies on strategic plans, analyst estimates, and the macroeconomic environment. Review analyst reports and company guidance when available.
Recent Initiatives: Track acquisitions, property improvements, and new investment strategies undertaken by the company.
Summary
Medalist Diversified REIT Inc. is a small REIT focused on value-add properties in the Southeast. They aim to provide income by revitalizing undervalued properties, but face risks due to their size, high debt, and the sensitivity of their assets to regional economic fluctuations. Increasing interest rates and competition from larger REITs are ongoing concerns. The company's success hinges on its ability to execute its value-add strategy effectively and manage its financial risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Financial News Outlets
- Industry Reports
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Financial information is subject to change and should be verified through official sources.
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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