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Upturn AI SWOT - About
Bridge Investment Group Holdings Inc (BRDG)
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Upturn Advisory Summary
04/07/2025: BRDG (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.
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 -33.92% | Avg. Invested days 31 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/07/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 944.94M USD | Price to earnings Ratio 58.69 | 1Y Target Price 11.25 |
Price to earnings Ratio 58.69 | 1Y Target Price 11.25 | ||
Volume (30-day avg) 541076 | Beta 1.48 | 52 Weeks Range 6.15 - 11.43 | Updated Date 04/7/2025 |
52 Weeks Range 6.15 - 11.43 | Updated Date 04/7/2025 | ||
Dividends yield (FY) 5.77% | Basic EPS (TTM) 0.13 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.94% | Operating Margin (TTM) 19.04% |
Management Effectiveness
Return on Assets (TTM) 2.03% | Return on Equity (TTM) 3.18% |
Valuation
Trailing PE 58.69 | Forward PE 9.52 | Enterprise Value 679469250 | Price to Sales(TTM) 2.25 |
Enterprise Value 679469250 | Price to Sales(TTM) 2.25 | ||
Enterprise Value to Revenue 1.65 | Enterprise Value to EBITDA 10.48 | Shares Outstanding 44702500 | Shares Floating 35636851 |
Shares Outstanding 44702500 | Shares Floating 35636851 | ||
Percent Insiders 14.3 | Percent Institutions 47.09 |
Analyst Ratings
Rating 3.4 | Target Price 10.4 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Bridge Investment Group Holdings Inc
Company Overview
History and Background
Bridge Investment Group Holdings Inc. was founded in 2009. It is a real estate investment manager with a focus on select U.S. real estate verticals, including multifamily, office, and debt strategies. The company has grown through acquisitions and organic expansion, establishing a national presence.
Core Business Areas
- Multifamily: Acquisition, renovation, and management of multifamily properties across the U.S.
- Office: Acquisition, repositioning, and management of office buildings.
- Debt Strategies: Origination and acquisition of commercial real estate debt.
- Opportunity Zone: Acquisition and development of real estate assets located in designated Opportunity Zones.
- Senior Housing: Acquisition and management of senior housing communities.
Leadership and Structure
Jonathan Slager is the Chief Executive Officer. The organizational structure includes investment teams focused on specific asset classes, as well as operational and support functions.
Top Products and Market Share
Key Offerings
- Multifamily Investments: This segment focuses on acquiring and managing multifamily properties. Bridge Investment Group manages billions in multifamily assets. Competitors include Greystar Real Estate Partners, Lincoln Property Company, and Equity Residential (EQR).
- Commercial Real Estate Debt: The company originates and acquires commercial real estate debt. Competitors include Blackstone Mortgage Trust (BXMT) and Starwood Property Trust (STWD).
- Office Investments: Acquiring and managing office assets. Competitors include Boston Properties (BXP) and SL Green Realty Corp (SLG).
Market Dynamics
Industry Overview
The commercial real estate industry is currently experiencing volatility due to macroeconomic factors like rising interest rates and inflation. Demand varies across sectors, with multifamily showing more resilience than office.
Positioning
Bridge Investment Group is positioned as a value-add investor, seeking to improve properties and generate higher returns. Its competitive advantage lies in its operational expertise and integrated platform.
Total Addressable Market (TAM)
The TAM for commercial real estate investment is estimated in the trillions of dollars. Bridge Investment Group is well-positioned to capture a portion of this market with its diverse investment strategies and national footprint.
Upturn SWOT Analysis
Strengths
- Diverse investment strategies
- Experienced management team
- Integrated platform
- Strong track record in value-add investing
Weaknesses
- Sensitivity to macroeconomic conditions
- Reliance on debt financing
- Potential for increased competition
- High operating expense
Opportunities
- Growing demand for multifamily housing
- Distressed asset opportunities
- Expansion into new markets
- Increased institutional investment in real estate
Threats
- Rising interest rates
- Economic recession
- Increased regulatory scrutiny
- Changing demographic trends
Competitors and Market Share
Key Competitors
- BX
- PGRE
- EQR
- MAA
Competitive Landscape
Bridge Investment Group is a smaller player compared to larger asset managers like Blackstone. Its competitive advantage lies in its specialized focus and operational expertise within specific real estate verticals.
Major Acquisitions
WoodRiver Group
- Year: 2017
- Acquisition Price (USD millions): 20
- Strategic Rationale: Expanded Bridge's senior housing portfolio.
Growth Trajectory and Initiatives
Historical Growth: Bridge Investment Group has experienced significant growth in assets under management (AUM) since its founding, driven by successful fundraising and investment performance.
Future Projections: Analyst projections suggest continued growth in AUM, driven by demand for real estate investments. However, growth may be tempered by economic headwinds.
Recent Initiatives: Recent initiatives include launching new investment funds focused on specific asset classes and expanding the firm's geographic footprint.
Summary
Bridge Investment Group is a growing real estate investment firm with a diverse portfolio and experienced management. Its strengths include its value-add approach and integrated platform. However, the company is sensitive to macroeconomic conditions and faces competition from larger asset managers and market share percentages might need recalculation.
Similar Companies
BX
Blackstone Group Inc
BX
Blackstone Group Inc
EQR
Equity Residential
EQR
Equity Residential
INVH
Invitation Homes Inc
INVH
Invitation Homes Inc
MAA
Mid-America Apartment Communities Inc
MAA
Mid-America Apartment Communities Inc
PGRE
Paramount Group Inc
PGRE
Paramount Group Inc
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Financial data is not real-time and may be outdated. Requires specific financial data which isn't available without live data access.
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 Bridge Investment Group Holdings Inc
Exchange NYSE | Headquaters Salt Lake City, UT, United States | ||
IPO Launch date 2021-07-16 | CEO & Director Mr. Jonathan Peter Slager | ||
Sector Financial Services | Industry Asset Management | Full time employees 2250 | Website https://www.bridgeig.com |
Full time employees 2250 | Website https://www.bridgeig.com | ||
Bridge Investment Group Holdings Inc is a publicly owned real estate investment manager.. It manages capital on behalf of approximately hundred global institutions and 6,500 individual investors across approximately 25 investment vehicles. The company was founded in 2009 and is headquartered in Salt Lake City, Utah. Bridge Investment Group Holdings Inc. was founded in 2009 and is headquartered in Salt Lake City, Utah.
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