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Upturn AI SWOT - About
Bluerock Homes Trust Inc. (BHM)
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Upturn Advisory Summary
04/04/2025: BHM (1-star) is a SELL. SELL since 3 days. Profits (-6.08%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 0.52% | Avg. Invested days 41 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 43.58M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 4509 | Beta 0.85 | 52 Weeks Range 10.60 - 18.82 | Updated Date 04/5/2025 |
52 Weeks Range 10.60 - 18.82 | Updated Date 04/5/2025 | ||
Dividends yield (FY) 4.55% | Basic EPS (TTM) -1.1 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.05% | Operating Margin (TTM) -11.69% |
Management Effectiveness
Return on Assets (TTM) -0.5% | Return on Equity (TTM) -2.31% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 404305788 | Price to Sales(TTM) 0.7 |
Enterprise Value 404305788 | Price to Sales(TTM) 0.7 | ||
Enterprise Value to Revenue 8.05 | Enterprise Value to EBITDA 14.67 | Shares Outstanding 3953220 | Shares Floating 3016405 |
Shares Outstanding 3953220 | Shares Floating 3016405 | ||
Percent Insiders 22.14 | Percent Institutions 36.54 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Bluerock Homes Trust Inc.
Company Overview
History and Background
Bluerock Homes Trust, Inc. was a real estate investment trust (REIT) focused on acquiring and managing single-family rental homes. Founded to capitalize on the growing demand for rental housing.
Core Business Areas
- Single-Family Rental Properties: Acquisition, renovation, leasing, and management of single-family rental homes in targeted markets.
Leadership and Structure
Information on leadership team and structure is difficult to find after the company was acquired. Management would have been headed by the CEO with various VPs overseeing acquisitions, property management, and finance.
Top Products and Market Share
Key Offerings
- Single-Family Rental Homes: Provision of single-family rental homes. Market share data not readily available due to the fragmented nature of the single-family rental market. Competitors include Invitation Homes (INVH), American Homes 4 Rent (AMH) and Tricon Residential (TCN).
Market Dynamics
Industry Overview
The single-family rental market is experiencing growth driven by demographic shifts, affordability challenges, and changing preferences. Demand continues to outstrip supply in many markets.
Positioning
Bluerock Homes Trust aimed to be a significant player in the single-family rental market by acquiring and managing a diversified portfolio of homes in desirable locations.
Total Addressable Market (TAM)
TAM for the single-family rental market is estimated to be in the trillions of dollars. Bluerock Homes Trust aimed to capture a small portion of this TAM through strategic acquisitions and efficient management.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on high-growth markets
- Efficient property management platform
Weaknesses
- High debt levels
- Sensitivity to interest rate changes
- Geographic concentration in certain markets
Opportunities
- Further expansion into new markets
- Increased demand for single-family rentals
- Acquisition of smaller competitors
Threats
- Rising interest rates
- Increased competition
- Economic downturn
Competitors and Market Share
Key Competitors
- INVH
- AMH
- TCN
Competitive Landscape
Bluerock Homes Trust competed with larger REITs in the single-family rental market. Its success depended on efficient operations and strategic acquisitions. Larger competitors have scale advantages.
Major Acquisitions
Purchase by Cerberus Capital Management
- Year: 2023
- Acquisition Price (USD millions): 2900
- Strategic Rationale: Acquisition to expand Cerberus' real estate portfolio and capitalize on the growth of the single-family rental market.
Growth Trajectory and Initiatives
Historical Growth: Bluerock Homes Trust experienced growth through acquisitions and organic rent increases.
Future Projections: Future projections are not available as the company is no longer independent.
Recent Initiatives: Recent initiatives would have focused on expanding the portfolio and improving operational efficiency.
Summary
Bluerock Homes Trust was a REIT focused on the single-family rental market that was recently acquired by Cerberus Capital Management. The company faced challenges related to debt and competition within the single-family rental market. The company's success hinged on its ability to efficiently manage its properties, acquire strategically located homes, and navigate the cyclical nature of the real estate market. This acquisition validates Bluerock's portfolio while enabling Cerberus to grow in the rental sector.
Similar Companies
AMH
American Homes 4 Rent
AMH
American Homes 4 Rent
INVH
Invitation Homes Inc
INVH
Invitation Homes Inc
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Press Releases
- Industry Reports
Disclaimers:
Data and analysis based on publicly available information. Market share figures are estimates and may not be precise. This is not investment advice.
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 Bluerock Homes Trust Inc.
Exchange NYSE MKT | Headquaters New York, NY, United States | ||
IPO Launch date 2022-10-06 | CEO & Chairman Mr. Robert Ramin Kamfar | ||
Sector Real Estate | Industry REIT - Residential | Full time employees - | |
Full time employees - | |||
Bluerock Homes Trust, Inc. owns and operates single-family properties located in markets with a focus on the life regions of the Sunbelt and areas of the Western United States. As of December 31, 2023, it held eighteen real estate investments, consisting of eleven consolidated investments and seven preferred equity and loan investments. The company is qualified as a real estate investment trust (REIT) under the Internal Revenue Code. As a REIT, its net income would be exempt from federal taxation to the extent that it is distributed as dividends to shareholders. Bluerock Homes Trust, Inc. was incorporated in 2021 and is headquartered in New York, New York.
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