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Upturn AI SWOT - About
RMR 
RMR Group Inc (RMR)
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Upturn Advisory Summary
10/28/2025: RMR (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
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 -20.64% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 247.82M USD | Price to earnings Ratio 12.89 | 1Y Target Price 24 |
Price to earnings Ratio 12.89 | 1Y Target Price 24 | ||
Volume (30-day avg) 3 | Beta 1.27 | 52 Weeks Range 12.74 - 22.24 | Updated Date 10/28/2025 |
52 Weeks Range 12.74 - 22.24 | Updated Date 10/28/2025 | ||
Dividends yield (FY) 12.30% | Basic EPS (TTM) 1.14 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.01% | Operating Margin (TTM) 27.09% |
Management Effectiveness
Return on Assets (TTM) 5.06% | Return on Equity (TTM) 10.49% |
Valuation
Trailing PE 12.89 | Forward PE 14.66 | Enterprise Value 258636239 | Price to Sales(TTM) 1.27 |
Enterprise Value 258636239 | Price to Sales(TTM) 1.27 | ||
Enterprise Value to Revenue 0.34 | Enterprise Value to EBITDA 3.98 | Shares Outstanding 15869689 | Shares Floating 14094119 |
Shares Outstanding 15869689 | Shares Floating 14094119 | ||
Percent Insiders 3.96 | Percent Institutions 75.97 |
Upturn AI SWOT
RMR Group Inc
Company Overview
History and Background
The RMR Group Inc. (RMR) was founded in 1986 by Barry Portnoy and is headquartered in Newton, Massachusetts. It has evolved into a leading alternative asset management company focused on commercial real estate. RMR provides management services to publicly traded REITs and operating companies.
Core Business Areas
- Asset Management: Provides management services to publicly traded REITs and operating companies. This includes property management, leasing, and development services.
- Property Management: Manages a diverse portfolio of properties including office, industrial, retail, hospitality, and senior living facilities.
- Real Estate Services: Offers construction management and design services.
Leadership and Structure
Adam Portnoy serves as the President & CEO. The organizational structure involves various teams focused on asset management, property management, and real estate services, managed by a board of directors.
Top Products and Market Share
Key Offerings
- Commercial Real Estate Management Services: RMR manages a variety of commercial real estate properties. Market share information is fragmented across various sub-sectors of commercial real estate. Competitors: CBRE Group, Jones Lang LaSalle, Cushman & Wakefield, and Colliers International.
- REIT Management: External management of publicly traded REITs. RMR is a key manager for several REITs it controls. Market share is significant within the REITs it controls but difficult to quantify across the entire REIT market. Competitors: Many REITs have internal management teams or contract with independent managers.
Market Dynamics
Industry Overview
The commercial real estate services industry is cyclical and influenced by macroeconomic factors such as interest rates, economic growth, and demographics. REIT market is influenced by interest rates and investor risk appetite.
Positioning
RMR is positioned as a leading alternative asset management company, particularly focused on commercial real estate. Its competitive advantage lies in its long-standing relationships with publicly traded REITs and its extensive property management expertise.
Total Addressable Market (TAM)
The TAM for commercial real estate management is in the trillions of dollars. RMR is well-positioned, managing a substantial portion of assets and seeking further expansion, but still occupies a small slice of the overall TAM.
Upturn SWOT Analysis
Strengths
- Established relationships with publicly traded REITs
- Extensive property management expertise
- Diversified portfolio across various property types
- Experienced leadership team
Weaknesses
- Concentration of revenue from related REITs
- Potential conflicts of interest due to external management structure
- Reliance on macroeconomic conditions
- Exposure to interest rate fluctuations.
Opportunities
- Expansion into new geographic markets
- Growth in demand for commercial real estate
- Acquisitions of complementary businesses
- Increasing institutional investment in alternative assets
Threats
- Economic downturns
- Rising interest rates
- Increased competition
- Regulatory changes affecting REITs
Competitors and Market Share
Key Competitors
- CBRE (CBRE)
- Jones Lang LaSalle (JLL)
- Cushman & Wakefield (CWK)
- Colliers International (CIGI)
Competitive Landscape
RMR has a niche focus on REIT management, while competitors offer broader real estate services. RMR's external management model may create conflicts but also allows for specialized expertise.
Major Acquisitions
Tremont Realty Capital
- Year: 2015
- Acquisition Price (USD millions): 26.5
- Strategic Rationale: Expanded RMR's investment management capabilities and broadened its client base.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by expansion of REITs under management and acquisitions. More detail requires financial analysis.
Future Projections: Analyst projections will vary; consult financial news and analyst reports. Growth is linked to economic trends.
Recent Initiatives: Refer to RMR Group Inc.'s press releases and investor presentations for recent strategic initiatives. These initiatives often focus on expanding their REIT portfolios and services.
Summary
RMR Group Inc. is a well-established alternative asset management firm focused on commercial real estate. The company benefits from its relationships with publicly traded REITs, but revenue concentration is a key risk. External management creates potential conflicts of interest. Future growth depends on economic conditions and successful expansion initiatives.
Similar Stocks
Sources and Disclaimers
Data Sources:
- RMR Group Inc. Investor Relations
- Publicly available financial statements
- Industry reports
- Analyst reports
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimations and may vary depending on the source and methodology. Financial data is subject to change. Investors should conduct their own due diligence before making any investment decisions.
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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