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Upturn AI SWOT - About
SEVN 
Seven Hills Realty Trust (SEVN)
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Upturn Advisory Summary
09/17/2025: SEVN (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 $13
1 Year Target Price $13
| 2 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.59% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 163.63M USD | Price to earnings Ratio 10.43 | 1Y Target Price 13 |
Price to earnings Ratio 10.43 | 1Y Target Price 13 | ||
Volume (30-day avg) 3 | Beta 0.52 | 52 Weeks Range 9.64 - 13.20 | Updated Date 09/17/2025 |
52 Weeks Range 9.64 - 13.20 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 12.10% | Basic EPS (TTM) 1.05 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 53.18% | Operating Margin (TTM) 41.27% |
Management Effectiveness
Return on Assets (TTM) 2.25% | Return on Equity (TTM) 5.79% |
Valuation
Trailing PE 10.43 | Forward PE 9.29 | Enterprise Value 533681824 | Price to Sales(TTM) 5.59 |
Enterprise Value 533681824 | Price to Sales(TTM) 5.59 | ||
Enterprise Value to Revenue 21.98 | Enterprise Value to EBITDA 14.19 | Shares Outstanding 14943700 | Shares Floating 14433549 |
Shares Outstanding 14943700 | Shares Floating 14433549 | ||
Percent Insiders 4.11 | Percent Institutions 43.53 |
Upturn AI SWOT
Seven Hills Realty Trust
Company Overview
History and Background
Seven Hills Realty Trust (SEVN) is a real estate investment trust (REIT) primarily focused on originating, investing in, and managing commercial real estate debt. It was formed in 2017 as Tremont Mortgage Trust, rebranded to Seven Hills Realty Trust in 2020. Its focus is on middle-market commercial real estate.
Core Business Areas
- Commercial Real Estate Debt: Investing in first mortgage loans, mezzanine loans, and other commercial real estate-related debt investments.
- Asset Management: Managing and servicing the REIT's portfolio of commercial real estate debt investments.
- Real Estate Investments: Direct equity investments in commercial real estate properties
Leadership and Structure
Seven Hills Realty Trust is externally managed by Tremont Realty Capital. Adam Portnoy serves as Managing Trustee and CEO. The company is structured as a real estate investment trust (REIT).
Top Products and Market Share
Key Offerings
- First Mortgage Loans: First mortgage loans are secured by commercial properties. Market share data is difficult to pinpoint, but SEVN focuses on middle-market CRE loans. Competitors include large banks, debt funds, and other REITs like Blackstone Mortgage Trust (BXMT).
- Mezzanine Loans: Mezzanine loans are subordinate to first mortgage debt and carry a higher interest rate. Market share data unavailable. Competitors include Ares Commercial Real Estate Corporation (ACRE) and Starwood Property Trust (STWD).
- Real Estate Investment: Equity investment in commercial real estate properties. Market share data unavailable. Competitors include Equity Residential (EQR) and AvalonBay Communities (AVB).
Market Dynamics
Industry Overview
The commercial real estate debt market is influenced by interest rates, economic growth, and property values. Currently, the market is facing headwinds due to rising interest rates and economic uncertainty.
Positioning
Seven Hills Realty Trust focuses on the middle-market segment of the commercial real estate debt market, targeting borrowers and properties that may be underserved by larger institutions. The company aims to achieve higher yields by taking on slightly higher risk within this niche.
Total Addressable Market (TAM)
The TAM for commercial real estate debt is estimated to be in the trillions of dollars. Seven Hills Realty Trust's position is in the middle-market lending sector. As of 2023, SEVN has a total portfolio of around $444 million.
Upturn SWOT Analysis
Strengths
- Experienced management team through Tremont Realty Capital
- Focus on the middle-market CRE lending niche
- Flexibility to invest across the capital stack
Weaknesses
- Relatively small market capitalization
- External management structure may create conflicts of interest
- Sensitivity to interest rate fluctuations and economic downturns
Opportunities
- Growing demand for CRE debt financing in the middle market
- Potential to expand the investment portfolio and diversify holdings
- Opportunity to capitalize on distressed situations in the CRE market
Threats
- Rising interest rates could negatively impact property values and borrower's ability to repay loans
- Increased competition from other lenders in the CRE debt market
- Economic recession could lead to increased loan defaults
Competitors and Market Share
Key Competitors
- BXMT
- STWD
- ACRE
- ARR
- CLI
Competitive Landscape
Seven Hills Realty Trust is a smaller player compared to larger REITs. Its focus on middle-market lending provides some differentiation. Advantages include management expertise. Disadvantages include the smaller scale and sensitivity to external management fees.
Growth Trajectory and Initiatives
Historical Growth: Placeholder due to financial data access limitations.
Future Projections: Placeholder due to financial data access limitations.
Recent Initiatives: Placeholder due to financial data access limitations.
Summary
Seven Hills Realty Trust is a smaller player in commercial real estate debt with a focus on the middle-market. Its external management structure and sensitivity to interest rates are key concerns. Experienced management and focus on niche lending can drive success, but monitoring market conditions is important.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Financial news sources
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share and TAM figures are estimates and may not be precise. Financial data is limited due to access restrictions.
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 Seven Hills Realty Trust
Exchange NASDAQ | Headquaters Newton, MA, United States | ||
IPO Launch date 2020-07-30 | CEO - | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees - | Website https://sevnreit.com |
Full time employees - | Website https://sevnreit.com | ||
Seven Hills Realty Trust, a real estate investment trust, focuses on originating and investing in first mortgage loans secured by middle market and transitional commercial real estate in the United States. It has elected to be taxed as a real estate investment trust. As a result, the company would not be subject to corporate income tax on that portion of its net income that is distributed to shareholders. The company was formerly known as RMR Mortgage Trust. Seven Hills Realty Trust was incorporated in 2008 and is headquartered in Newton, Massachusetts.
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