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Upturn AI SWOT - About
SEVN 
Seven Hills Realty Trust (SEVN)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
08/28/2025: 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 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 162.29M USD | Price to earnings Ratio 10.34 | 1Y Target Price 13 |
Price to earnings Ratio 10.34 | 1Y Target Price 13 | ||
Volume (30-day avg) 3 | Beta 0.52 | 52 Weeks Range 9.64 - 13.20 | Updated Date 08/29/2025 |
52 Weeks Range 9.64 - 13.20 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 12.26% | 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 10.34 | Forward PE 9.29 | Enterprise Value 532336896 | Price to Sales(TTM) 5.54 |
Enterprise Value 532336896 | Price to Sales(TTM) 5.54 | ||
Enterprise Value to Revenue 21.91 | Enterprise Value to EBITDA 14.19 | Shares Outstanding 14943700 | Shares Floating 14480921 |
Shares Outstanding 14943700 | Shares Floating 14480921 | ||
Percent Insiders 3.8 | Percent Institutions 43.56 |
Upturn AI SWOT
Seven Hills Realty Trust
Company Overview
History and Background
Seven Hills Realty Trust (SEVN) is a real estate investment trust (REIT) focused on originating, investing in, and managing commercial real estate debt. Formerly known as Tremont Mortgage Trust, the company changed its name to Seven Hills Realty Trust in 2021.
Core Business Areas
- Commercial Real Estate Debt Investments: Focuses on originating and investing in first mortgage loans, mezzanine loans, and other types of commercial real estate debt.
- Asset Management: Manages its portfolio of commercial real estate debt investments, including loan servicing and workout strategies.
Leadership and Structure
The leadership team is headed by Gerard M. Martin as President and Chief Executive Officer. The company operates within a REIT structure, governed by a board of trustees.
Top Products and Market Share
Key Offerings
- First Mortgage Loans: Provides first mortgage loans on commercial real estate properties. Market share data is difficult to pinpoint exactly due to the fragmented nature of commercial mortgage lending. Competitors include banks, life insurance companies, and other REITs.
- Mezzanine Loans: Offers mezzanine loans, which are subordinate to first mortgage loans but senior to equity, providing higher returns but also higher risk. Market share data is difficult to pinpoint exactly due to the fragmented nature of commercial mortgage lending. Competitors include other specialty finance companies and hedge funds.
Market Dynamics
Industry Overview
The commercial real estate debt market is influenced by factors such as interest rates, economic growth, and property values. It is currently facing headwinds with rising interest rates and potential recessionary pressures. These pressures effect real estate values and thus loan security.
Positioning
Seven Hills Realty Trust operates as a niche player focusing on commercial real estate debt. Its competitive advantage lies in its specialized expertise and access to capital through its REIT structure.
Total Addressable Market (TAM)
The TAM for commercial real estate debt is in the trillions of dollars globally. SEVN's positioning is small as they are a small cap stock, and they compete with other players that manage assets more efficiently.
Upturn SWOT Analysis
Strengths
- Experienced management team
- REIT structure providing access to capital
- Focus on a specialized niche within commercial real estate debt
Weaknesses
- Small market capitalization compared to peers
- Sensitivity to interest rate fluctuations
- Concentration of investments in specific geographic areas or property types
Opportunities
- Expansion into new geographic markets
- Increased demand for alternative financing options in commercial real estate
- Strategic partnerships with other financial institutions
Threats
- Economic downturn leading to increased loan defaults
- Rising interest rates negatively impacting property values
- Increased competition from larger REITs and other lenders
Competitors and Market Share
Key Competitors
- AGNC
- STAR
- BXMT
Competitive Landscape
SEVN is a smaller player compared to larger, more diversified REITs. Its focus allows for specialization, but also exposes it to concentration risk. AGNC, STAR, and BXMT have more diversification and therefore better risk management.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been influenced by acquisitions, portfolio performance, and market conditions.
Future Projections: Analyst estimates for future growth are available from various financial data providers.
Recent Initiatives: Recent strategic initiatives are usually described in press releases and investor presentations.
Summary
Seven Hills Realty Trust is a small-cap REIT focused on commercial real estate debt. It offers a specialized investment opportunity, but faces challenges due to its smaller size and sensitivity to market conditions. Recent interest rate hikes negatively impacted SEVN performance, and they must maintain diligence in underwriting practices in order to survive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Financial Data Providers (e.g., Yahoo Finance, Bloomberg)
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is estimated and may not be precise. Consult with a qualified financial advisor 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 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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