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Upturn AI Summary - About
Seven Hills Realty Trust(SEVN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SEVN
10/30/2026: SEVN (1-star) is currently NOT-A-BUY. Pass it for now.
Seven Hills Realty Trust is a mortgage REIT specializing in first mortgage loans for middle-market, transitional commercial properties. The company benefits from the expertise of its external manager, The RMR Group, and seeks to provide income to investors through interest-bearing debt assets. Its main investment appeal lies in its yield potential and focus on senior secured positions within the capital stack. However, it faces significant risks related to commercial real estate market stability, potential loan defaults, and intense competition from larger lenders. The stock may suit income-focused investors who can tolerate the sector-specific volatility and should monitor credit performance and interest rate trends closely.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The company's focus is on income generation rather than significant capital appreciation. |
| Momentum investor | Weak fit | The stock lacks the high-volatility, high-growth characteristics typically sought by momentum traders. |
| Value investor | Mixed fit | Valuation depends on credit quality and net asset value, which can be difficult to assess during commercial real estate stress. |
| Dividend investor | Strong fit | The company is structured to provide consistent dividend income through its REIT business model. |
| Low-risk investor | Weak fit | Exposure to commercial real estate credit risk involves inherent volatility and potential for capital loss. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price is susceptible to sentiment regarding the health of the broader commercial real estate market. |
| Valuation risk | Medium | Determining the fair value of the loan portfolio requires estimates of credit performance and collateral value. |
| Competition risk (CRE Lending) | High | Intense competition from larger institutional lenders can compress margins on new loan originations. |
| Business quality | Medium | The reliance on external management and the specialized nature of the loans define its operational character. |
| Dividend income | Medium / high | Dividends are dependent on the ongoing performance and interest income of the loan portfolio. |
| Execution risk | Medium | Success depends on the manager's ability to source, underwrite, and manage loans in a complex environment. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -10.04% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 149.51M USD | Price to earnings Ratio 8.09 | 1Y Target Price 9 |
Price to earnings Ratio 8.09 | 1Y Target Price 9 | ||
Volume (30-day avg) 197.5K shares | Beta 0.47 | 52 Weeks Range 5.98 - 8.53 | Updated Date 11/01/2026 |
52 Weeks Range 5.98 - 8.53 | Updated Date 11/01/2026 | ||
Dividends yield (FY) 16.94% | Basic EPS (TTM) 0.81 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Commercial Mortgage Lending | Interest income from senior secured loans and origination fees. | The company acts as a lender for commercial buildings and earns money from the interest paid by property owners. |
Earnings Date
Report Date 2026-10-27 | When After Market | Estimate 0.26 | Actual 0.24 |
Profitability
Profit Margin 53.29% | Operating Margin (TTM) 67.9% |
Management Effectiveness
Return on Assets (TTM) 2.23% | Return on Equity (TTM) 5.56% |
Valuation
Trailing PE 8.09 | Forward PE 9.29 | Enterprise Value 535.27M | Price to Sales(TTM) 4.87 |
Enterprise Value 535.27M | Price to Sales(TTM) 4.87 | ||
Enterprise Value to Revenue 21.88 | Enterprise Value to EBITDA 14.19 | Shares Outstanding 22.83M | Shares Floating 21.93M |
Shares Outstanding 22.83M | Shares Floating 21.93M | ||
Percent Insiders 4.22 | Percent Institutions 57.79 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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