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Upturn AI SWOT - About
Seven Hills Realty Trust (SEVN)
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Upturn Advisory Summary
06/30/2025: SEVN (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
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $14.5
1 Year Target Price $14.5
| 2 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.45% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 179.32M USD | Price to earnings Ratio 10.37 | 1Y Target Price 14.5 |
Price to earnings Ratio 10.37 | 1Y Target Price 14.5 | ||
Volume (30-day avg) 3 | Beta 0.53 | 52 Weeks Range 9.89 - 13.54 | Updated Date 06/29/2025 |
52 Weeks Range 9.89 - 13.54 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 11.64% | Basic EPS (TTM) 1.16 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 56.92% | Operating Margin (TTM) 58.64% |
Management Effectiveness
Return on Assets (TTM) 2.42% | Return on Equity (TTM) 6.33% |
Valuation
Trailing PE 10.37 | Forward PE 9.29 | Enterprise Value 578153152 | Price to Sales(TTM) 5.96 |
Enterprise Value 578153152 | Price to Sales(TTM) 5.96 | ||
Enterprise Value to Revenue 21.95 | Enterprise Value to EBITDA 14.19 | Shares Outstanding 14905700 | Shares Floating 14442924 |
Shares Outstanding 14905700 | Shares Floating 14442924 | ||
Percent Insiders 3.81 | Percent Institutions 43.83 |
Analyst Ratings
Rating 2 | Target Price 14.5 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Seven Hills Realty Trust
Company Overview
History and Background
Seven Hills Realty Trust (SEVN) was formed to originate, acquire and manage a portfolio of CRE debt investments. It focuses on middle market commercial real estate. The exact founding date and specific milestones leading to its current form are not easily accessible in common business databases, requiring deeper filings analysis.
Core Business Areas
- Commercial Real Estate (CRE) Debt Investments: Origination, acquisition, and management of a diversified portfolio of CRE debt investments, including first mortgage loans, mezzanine loans, and preferred equity.
Leadership and Structure
Operated and externally managed by Tremont Realty Capital. Executive leadership comprises individuals from Tremont. Formal organizational chart requires review of the company's SEC filings.
Top Products and Market Share
Key Offerings
- First Mortgage Loans: Provide senior secured financing to commercial real estate properties. Market share data is fragmented and difficult to ascertain definitively without proprietary market research. Competitors include REITs like Blackstone Mortgage Trust (BXMT) and Apollo Commercial Real Estate Finance (ARI).
- Mezzanine Loans: Offer subordinated debt financing, typically with higher interest rates. Market share data specific to SEVN's niche is unavailable. Competitors include private credit funds and other REITs that engage in mezzanine lending.
Market Dynamics
Industry Overview
The commercial real estate debt market is influenced by interest rates, economic growth, and property values. Demand for financing is sensitive to these factors.
Positioning
Seven Hills Realty Trust occupies a position focusing on the middle market commercial real estate debt, differentiating itself by addressing a niche. They do not have as great of scale compared to larger REITs.
Total Addressable Market (TAM)
TAM is extremely large, encompassing all CRE debt. SEVN focuses on a segment within that. Exact TAM figure for their niche needs detailed market research.
Upturn SWOT Analysis
Strengths
- Focus on middle market CRE debt
- Experienced management team via Tremont Realty Capital
- Targeted investment strategy
Weaknesses
- External management structure creates potential conflicts of interest
- Smaller market capitalization compared to larger REITs
- Reliance on debt financing increases risk
Opportunities
- Expansion into new CRE debt types
- Increased demand for CRE debt financing in underserved markets
- Partnerships with other financial institutions
Threats
- Rising interest rates increase borrowing costs
- Economic downturn impacting CRE values
- Increased competition from other lenders
Competitors and Market Share
Key Competitors
- BXMT
- ARI
- STAR
Competitive Landscape
SEVN is small relative to BXMT and ARI and private credit funds. SEVN focuses on middle-market lending. BXMT and ARI target broader sets of CRE properties.
Growth Trajectory and Initiatives
Historical Growth: Historical growth requires compiling several years of financial data, which is not accessible in the prompt.
Future Projections: Future projections can be obtained from analyst reports. Consensus estimates are not available.
Recent Initiatives: Recent initiatives would be detailed in company press releases and investor presentations.
Summary
Seven Hills Realty Trust is a small REIT focused on middle-market CRE debt. Its external management structure and smaller size present challenges. Rising interest rates and economic uncertainty pose potential risks to its performance. SEVN focuses on a niche market and therefore has the ability to carve out a decent space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q), Company Press Releases, Financial News Aggregators
Disclaimers:
The data provided is based on publicly available information and may not be entirely comprehensive. Market share data is estimated and may not reflect precise figures. This is not financial advice. 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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