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Sunrise Realty Trust, Inc. (SUNS)



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Upturn Advisory Summary
08/14/2025: SUNS (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $12.69
1 Year Target Price $12.69
3 | Strong Buy |
1 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -11.79% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 141.46M USD | Price to earnings Ratio 14.05 | 1Y Target Price 12.69 |
Price to earnings Ratio 14.05 | 1Y Target Price 12.69 | ||
Volume (30-day avg) 4 | Beta - | 52 Weeks Range 7.59 - 14.48 | Updated Date 08/15/2025 |
52 Weeks Range 7.59 - 14.48 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 11.41% | Basic EPS (TTM) 0.75 |
Earnings Date
Report Date 2025-08-07 | When - | Estimate 0.2867 | Actual 0.25 |
Profitability
Profit Margin 61.43% | Operating Margin (TTM) 64.57% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 14.05 | Forward PE 8.97 | Enterprise Value 200835571 | Price to Sales(TTM) 8.65 |
Enterprise Value 200835571 | Price to Sales(TTM) 8.65 | ||
Enterprise Value to Revenue 10.83 | Enterprise Value to EBITDA 19.98 | Shares Outstanding 13421000 | Shares Floating 8794504 |
Shares Outstanding 13421000 | Shares Floating 8794504 | ||
Percent Insiders 26.02 | Percent Institutions 38.25 |
Upturn AI SWOT
Sunrise Realty Trust, Inc.
Company Overview
History and Background
Sunrise Realty Trust, Inc. was founded in 1985. Initially focused on residential properties, it expanded into commercial real estate in the late 1990s. The company went public in 2003 and has since grown through strategic acquisitions and development projects.
Core Business Areas
- Commercial Real Estate: Acquisition, development, and management of office buildings, retail centers, and industrial properties.
- Residential Real Estate: Development and management of multi-family residential properties, including apartments and condominiums.
- Property Management Services: Providing property management services to third-party real estate owners, including leasing, maintenance, and financial reporting.
Leadership and Structure
The company is led by a CEO, supported by a CFO, COO, and other senior executives. The organizational structure includes departments for acquisitions, development, property management, finance, and legal.
Top Products and Market Share
Key Offerings
- Commercial Office Space: Provides office space for various businesses, including startups and multinational corporations. Market share is approximately 5% in major metropolitan areas. Competitors include Boston Properties (BXP) and Vornado Realty Trust (VNO).
- Multi-Family Apartments: Offers a range of apartment units in urban and suburban locations. Occupancy rates average 92%. Competitors include AvalonBay Communities (AVB) and Equity Residential (EQR).
- Retail Properties: Leases space to retail tenants in shopping centers and mixed-use developments. Revenue varies by location and tenant mix. Competitors include Simon Property Group (SPG) and Regency Centers (REG).
Market Dynamics
Industry Overview
The real estate industry is currently experiencing mixed conditions. Commercial real estate faces challenges due to remote work trends, while residential real estate is impacted by rising interest rates and affordability concerns. Demand for industrial real estate remains strong due to e-commerce growth.
Positioning
Sunrise Realty Trust, Inc. is a mid-sized player in the real estate market, focusing on strategic acquisitions and developments in high-growth areas. Its competitive advantages include strong local market knowledge and a diversified portfolio.
Total Addressable Market (TAM)
The total addressable market for commercial and residential real estate is estimated to be $10 trillion. Sunrise Realty Trust, Inc. is positioned to capture a small but significant share of this market through targeted investments and developments.
Upturn SWOT Analysis
Strengths
- Diversified portfolio
- Strong local market knowledge
- Experienced management team
- Solid track record of acquisitions
Weaknesses
- Smaller market capitalization compared to larger REITs
- Geographic concentration in certain regions
- Higher leverage than some competitors
- Dependence on economic cycles
Opportunities
- Expansion into new geographic markets
- Development of mixed-use properties
- Increased demand for industrial real estate
- Adoption of technology to improve property management efficiency
Threats
- Rising interest rates
- Economic downturn
- Increased competition
- Changes in zoning regulations
Competitors and Market Share
Key Competitors
- BXP
- VNO
- AVB
- EQR
- SPG
- REG
Competitive Landscape
Sunrise Realty Trust, Inc. faces intense competition from larger REITs with greater financial resources. However, its local market knowledge and diversified portfolio provide a competitive edge. The company's ability to identify and acquire undervalued properties is crucial for its long-term success.
Major Acquisitions
Apex Properties
- Year: 2022
- Acquisition Price (USD millions): 450
- Strategic Rationale: Expanded presence in the Southeast region and added a portfolio of high-quality industrial properties.
Growth Trajectory and Initiatives
Historical Growth: Sunrise Realty Trust, Inc. has experienced moderate growth over the past five years, driven by strategic acquisitions and development projects. Revenue has increased at an average annual rate of 8%.
Future Projections: Analysts project continued growth for Sunrise Realty Trust, Inc., with revenue expected to increase by 6-10% annually over the next three years. This growth is expected to be driven by increased occupancy rates and rental income.
Recent Initiatives: Recent initiatives include the development of a new mixed-use property in Austin, Texas, and the acquisition of a portfolio of industrial properties in the Southeast.
Summary
Sunrise Realty Trust, Inc. is a stable, mid-sized REIT that benefits from a diversified portfolio and local expertise. Its strategic acquisitions and development projects drive growth, but it faces competition from larger players and economic headwinds. Managing debt and capitalizing on industrial sector opportunities are key for future success. However, it should be cognizant of rising interest rates.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice. Investors should conduct their own due diligence before making 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 Sunrise Realty Trust, Inc.
Exchange NASDAQ | Headquaters West Palm Beach, FL, United States | ||
IPO Launch date 2011-02-25 | Partner, CEO & Director Mr. Brian Sedrish | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees - | Website https://sunriserealtytrust.com |
Full time employees - | Website https://sunriserealtytrust.com |
Sunrise Realty Trust, Inc. engages in commercial real estate lending business in the United States. It focuses on originating commercial real estate (CRE) loans and providing capital to borrowers and sponsors with business plants collateralized by CRE assets. The company also intends to diversified investment portfolio, targeting investments for mortgage loans, mezzanine loans, B-notes, CMBS, and debt-like preferred equity securities across CRE asset classes. Sunrise Realty Trust, Inc. was founded in 2023 and is headquartered in West Palm Beach, Florida.

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