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Upturn AI SWOT - About
RMR 
RMR Group Inc (RMR)
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Upturn Advisory Summary
07/02/2025: RMR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $24
1 Year Target Price $24
| 1 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -13.31% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 285.90M USD | Price to earnings Ratio 14.12 | 1Y Target Price 24 |
Price to earnings Ratio 14.12 | 1Y Target Price 24 | ||
Volume (30-day avg) 3 | Beta 1.19 | 52 Weeks Range 13.48 - 24.59 | Updated Date 07/2/2025 |
52 Weeks Range 13.48 - 24.59 | Updated Date 07/2/2025 | ||
Dividends yield (FY) 11.00% | Basic EPS (TTM) 1.2 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.25% | Operating Margin (TTM) 24.31% |
Management Effectiveness
Return on Assets (TTM) 5.25% | Return on Equity (TTM) 11.13% |
Valuation
Trailing PE 14.12 | Forward PE 15.27 | Enterprise Value 260816547 | Price to Sales(TTM) 1.45 |
Enterprise Value 260816547 | Price to Sales(TTM) 1.45 | ||
Enterprise Value to Revenue 0.32 | Enterprise Value to EBITDA 3.88 | Shares Outstanding 15877200 | Shares Floating 15358125 |
Shares Outstanding 15877200 | Shares Floating 15358125 | ||
Percent Insiders 3.27 | Percent Institutions 74.6 |
Upturn AI SWOT
RMR Group Inc
Company Overview
History and Background
The RMR Group Inc. was founded in 1986. Originally known as REIT Management & Research LLC, it went public in 2015. It provides management services to real estate investment trusts (REITs) and operating companies.
Core Business Areas
- Real Estate Management: Provides management services to publicly-owned REITs and real estate operating companies (REOCs) across various property types, including office, industrial, retail, and hospitality. Services include property management, leasing, acquisition, and disposition.
- Business Management: Offers general business management services to its managed REITs and REOCs, including accounting, legal, human resources, and investor relations.
Leadership and Structure
Adam Portnoy serves as President and Chief Executive Officer. The RMR Group operates under a unique management agreement structure with its client REITs and REOCs.
Top Products and Market Share
Key Offerings
- Property Management Services: Provides comprehensive property management services for various commercial real estate assets. Market share information for specific types of real estate management is difficult to ascertain precisely. Key competitors include CBRE (CBRE), JLL (JLL), and Cushman & Wakefield (CWK).
- Asset Management Services: Offers asset management, including leasing and redevelopment. Market share is also highly fragmented. Competitors include the same firms involved with property management, plus investment management arms of banks like JP Morgan Chase (JPM).
- Business Management Services: Provides administrative and financial services to managed REITs. Market share is dependent on the number and size of REITs RMR manages. Competitors can include internal REIT management teams and other external management companies.
Market Dynamics
Industry Overview
The commercial real estate management industry is competitive and influenced by economic cycles, interest rates, and occupancy rates. Demand fluctuates with economic growth and investment trends.
Positioning
RMR Group benefits from its long-standing relationships with its managed REITs and REOCs. Its competitive advantage lies in its specialized expertise in managing publicly-owned real estate companies and its affiliated management structure.
Total Addressable Market (TAM)
The total addressable market for commercial real estate management is substantial, estimated to be in the hundreds of billions globally. RMR Group is positioned to capture a portion of this market through its management agreements with its managed REITs and REOCs.
Upturn SWOT Analysis
Strengths
- Established relationships with managed REITs
- Experienced management team
- Diversified property type exposure
- Recurring revenue stream through management fees
Weaknesses
- Concentration of revenue with related party clients
- Dependence on the performance of managed REITs
- Potential conflicts of interest with affiliated entities
- Complex organizational structure
Opportunities
- Expansion into new property types and geographies
- Growing demand for outsourced real estate management services
- Increasing institutional investment in real estate
- Potential acquisitions of other management companies
Threats
- Economic downturns and real estate market volatility
- Increased competition from other management companies
- Changes in regulations and tax laws
- Loss of management agreements with key clients
Competitors and Market Share
Key Competitors
- CBRE
- JLL
- CWK
Competitive Landscape
RMR Group's advantage is its affiliated management structure and expertise with publicly-owned REITs. A disadvantage is its reliance on affiliated clients.
Major Acquisitions
Tremont Realty Capital
- Year: 2006
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded RMR's lending and investment capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been tied to the expansion of its managed REITs and REOCs and the growth of assets under management. Specific figures would be needed from financial statements.
Future Projections: Future projections would be based on analyst consensus estimates, which can be obtained from financial data providers. These estimates would factor in anticipated growth in AUM and new management agreements.
Recent Initiatives: Recent strategic initiatives can be found in RMR Group's investor presentations and press releases. This could include acquisitions, new service offerings, or expansion into new markets.
Summary
RMR Group has a niche in managing REITs and REOCs. Its strength lies in established relationships and recurring revenue but is exposed to risks due to dependence on affiliated clients. Monitoring the health of managed REITs and maintaining independence perceptions are crucial. Strategic expansions can offer growth opportunities if implemented well.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Financial News Sources
- Industry Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share estimates are approximate and may vary depending on the source.
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 RMR Group Inc
Exchange NASDAQ | Headquaters Newton, MA, United States | ||
IPO Launch date 2015-12-15 | CEO, President, MD & Chairman Mr. Adam David Portnoy | ||
Sector Real Estate | Industry Real Estate Services | Full time employees 1000 | Website https://www.rmrgroup.com |
Full time employees 1000 | Website https://www.rmrgroup.com | ||
The RMR Group Inc., through its subsidiary, The RMR Group LLC, provides asset management services in the United States. The company offers management services to its four publicly traded real estate investment trusts, two real estate operating companies, and private capital vehicles. It also provides advisory services to publicly traded mortgage real estate investment trust. The company was formerly known as REIT Management & Research Inc. and changed its name to The RMR Group Inc. in October 2015. The RMR Group Inc. was founded in 1986 and is headquartered in Newton, Massachusetts.
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