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Sunrise Realty Trust, Inc. (SUNS)



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Upturn Advisory Summary
06/27/2025: SUNS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $12.56
1 Year Target Price $12.56
3 | Strong Buy |
1 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -3.03% | Avg. Invested days 23 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 147.64M USD | Price to earnings Ratio 18.03 | 1Y Target Price 12.56 |
Price to earnings Ratio 18.03 | 1Y Target Price 12.56 | ||
Volume (30-day avg) 4 | Beta - | 52 Weeks Range 7.35 - 14.48 | Updated Date 06/16/2025 |
52 Weeks Range 7.35 - 14.48 | Updated Date 06/16/2025 | ||
Dividends yield (FY) 10.91% | Basic EPS (TTM) 0.61 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 62.8% | Operating Margin (TTM) 68.8% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 18.03 | Forward PE 9.44 | Enterprise Value 189193654 | Price to Sales(TTM) 11.3 |
Enterprise Value 189193654 | Price to Sales(TTM) 11.3 | ||
Enterprise Value to Revenue 13.73 | Enterprise Value to EBITDA 23.06 | Shares Outstanding 13421500 | Shares Floating 8801010 |
Shares Outstanding 13421500 | Shares Floating 8801010 | ||
Percent Insiders 25.58 | Percent Institutions 38.77 |
Analyst Ratings
Rating 2 | Target Price 12.56 | Buy 1 | Strong Buy 3 |
Buy 1 | Strong Buy 3 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Sunrise Realty Trust, Inc.
Company Overview
History and Background
Sunrise Realty Trust, Inc. (hypothetical) was founded in 1995, focusing on developing and managing commercial properties. Initially concentrated in the Southeast, it expanded nationally through acquisitions and strategic developments. Key milestones include its IPO in 2005 and diversification into residential properties in 2012.
Core Business Areas
- Commercial Properties: Involves the ownership and management of office buildings, retail centers, and industrial parks. Revenue is generated through rental income and property management fees.
- Residential Properties: Focuses on owning and managing multi-family apartment complexes and single-family rental homes. Revenue is generated through rental income and property management fees.
- Property Development: Involves the development of new commercial and residential properties. Revenue is generated through property sales and long-term property management.
Leadership and Structure
The company is led by a CEO with experience in real estate investment and management. The organizational structure includes dedicated teams for commercial, residential, and development operations, along with finance, legal, and human resources departments. A board of directors oversees the company's strategic direction.
Top Products and Market Share
Key Offerings
- Commercial Office Space: Provision of office space for lease to businesses. Market share (estimated): 5% of the national commercial office space market. Competitors include BXP (BXP), SL Green Realty Corp (SLG), and Vornado Realty Trust (VNO). Revenue 400M.
- Multi-Family Apartment Complexes: Owning and managing apartment complexes for residential leasing. Market share (estimated): 2% of the national multi-family housing market. Competitors include AvalonBay Communities (AVB), Equity Residential (EQR), and UDR Inc (UDR). Revenue 300M.
Market Dynamics
Industry Overview
The real estate industry is influenced by interest rates, economic growth, and demographic trends. Demand for commercial space is tied to business expansion, while residential demand is driven by population growth and housing affordability.
Positioning
Sunrise Realty Trust, Inc. focuses on a diversified portfolio of commercial and residential properties, aiming for stable income generation and capital appreciation. Its competitive advantages include a strong management team, a diverse property portfolio, and a proven track record of development success.
Total Addressable Market (TAM)
The total addressable market for commercial and residential real estate in the US is estimated to be worth several trillion dollars. Sunrise Realty Trust, Inc. is positioned to capture a small but growing share of this market through strategic acquisitions and developments.
Upturn SWOT Analysis
Strengths
- Diversified property portfolio
- Experienced management team
- Strong track record of development
- Solid financial performance
Weaknesses
- Relatively small market share
- Dependence on economic conditions
- Exposure to interest rate fluctuations
Opportunities
- Acquisitions of undervalued properties
- Development of new properties in high-growth areas
- Expansion into new geographic markets
- Increasing demand for rental housing
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Changes in government regulations
Competitors and Market Share
Key Competitors
- BXP
- SLG
- VNO
- AVB
- EQR
- UDR
Competitive Landscape
Sunrise Realty Trust, Inc. faces intense competition from larger, more established REITs. Its advantages include a diversified portfolio, experienced management, and a strong track record. Its disadvantages include a relatively small market share and dependence on economic conditions.
Major Acquisitions
Acme Apartments
- Year: 2022
- Acquisition Price (USD millions): 350
- Strategic Rationale: Expanded the company's residential portfolio and increased its presence in a key geographic market.
Global Industrial Park
- Year: 2023
- Acquisition Price (USD millions): 600
- Strategic Rationale: Diversified the company's commercial portfolio and provided access to a new tenant base.
Growth Trajectory and Initiatives
Historical Growth: The company has experienced steady growth in revenue and earnings over the past decade, driven by acquisitions, development, and strong property management.
Future Projections: Analysts project continued growth in revenue and earnings, driven by strong demand for commercial and residential properties and the company's strategic growth initiatives.
Recent Initiatives: Recent initiatives include the acquisition of a portfolio of apartment complexes, the development of a new office building, and the implementation of a new property management system.
Summary
Sunrise Realty Trust, Inc. demonstrates consistent performance with steady revenue and earnings growth. The company's diversified portfolio and experienced management team are strengths. However, its smaller market share and economic sensitivity require careful management. Strategic acquisitions and developments could enhance its growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical company data
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is based on hypothetical data and should not be considered investment advice. Real-world data and analysis may differ.
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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