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Upturn AI SWOT - About
BRT Realty Trust (BRT)
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Upturn Advisory Summary
03/27/2025: BRT (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
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -33.19% | Avg. Invested days 28 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 313.71M USD | Price to earnings Ratio - | 1Y Target Price 21.67 |
Price to earnings Ratio - | 1Y Target Price 21.67 | ||
Volume (30-day avg) 24042 | Beta 1.14 | 52 Weeks Range 15.28 - 19.66 | Updated Date 03/30/2025 |
52 Weeks Range 15.28 - 19.66 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 5.74% | Basic EPS (TTM) -0.52 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-03-10 | When Before Market | Estimate -0.12 | Actual -0.11 |
Profitability
Profit Margin -10.07% | Operating Margin (TTM) 12.46% |
Management Effectiveness
Return on Assets (TTM) 1.05% | Return on Equity (TTM) -4.45% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 769485534 | Price to Sales(TTM) 3.23 |
Enterprise Value 769485534 | Price to Sales(TTM) 3.23 | ||
Enterprise Value to Revenue 8.05 | Enterprise Value to EBITDA 19.9 | Shares Outstanding 18018800 | Shares Floating 11881189 |
Shares Outstanding 18018800 | Shares Floating 11881189 | ||
Percent Insiders 18.95 | Percent Institutions 50.97 |
Analyst Ratings
Rating 4 | Target Price 22 | Buy 2 | Strong Buy 1 |
Buy 2 | Strong Buy 1 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BRT Realty Trust
Company Overview
History and Background
BRT Realty Trust is a real estate investment trust (REIT) founded in 1998. It focuses on acquiring, developing, and operating multi-family and commercial properties, with an emphasis on value-add opportunities. Originally focused on transitional housing, it has evolved to include a broader range of commercial and multi-family properties.
Core Business Areas
- Multi-Family Properties: Acquisition, development, and operation of multi-family residential properties.
- Commercial Properties: Acquisition, development, and operation of commercial properties including retail, office, and industrial spaces.
- Real Estate Investments: Strategic investments in real estate-related assets to enhance portfolio returns.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other key executives. The organizational structure is a typical REIT structure with departments for acquisitions, asset management, finance, and legal.
Top Products and Market Share
Key Offerings
- Multi-Family Residential: BRT Realty Trust owns and operates multi-family apartment communities. Market share data is difficult to pinpoint precisely, but they operate in a highly fragmented market. Competitors include larger publicly traded REITs like AvalonBay Communities (AVB) and Equity Residential (EQR), as well as numerous private real estate operators. Revenue derived from multi-family properties is a significant portion of BRT's total revenue.
- Commercial Real Estate: BRT Realty Trust owns various commercial properties. Market share data is again fragmented and challenging to obtain precisely at a local level. Competitors include Simon Property Group (SPG) for retail, Boston Properties (BXP) for office, and Prologis (PLD) for industrial properties.
Market Dynamics
Industry Overview
The REIT industry is sensitive to interest rates, economic growth, and demographic trends. Currently, there is uncertainty due to rising interest rates and inflation, affecting property valuations and investment decisions. Demand for multi-family housing remains strong in many markets, but affordability is becoming a concern.
Positioning
BRT Realty Trust positions itself as a value-add investor, targeting properties with potential for improvement and increased cash flow. This strategy differentiates them from REITs focused on core, stabilized assets.
Total Addressable Market (TAM)
The total addressable market for REITs is immense, valued in the trillions of dollars. BRT Realty Trust occupies a niche within this TAM focusing on specific geographic markets and property types. Their position within this TAM is of a smaller REIT company.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Value-add investment strategy
- Diversified property portfolio
- Ability to identify and capitalize on market inefficiencies
Weaknesses
- Smaller market capitalization compared to larger REITs
- Higher leverage than some peers
- Limited access to capital compared to larger peers
- Sensitivity to interest rate fluctuations
Opportunities
- Expansion into new geographic markets
- Acquisition of distressed properties at attractive prices
- Development of new properties to meet growing demand
- Increased focus on sustainability and ESG initiatives
Threats
- Rising interest rates increasing borrowing costs
- Economic downturn impacting property values and occupancy rates
- Increased competition from larger REITs
- Changes in government regulations affecting the real estate industry
Competitors and Market Share
Key Competitors
- AVB
- EQR
- UDR
Competitive Landscape
BRT Realty Trust faces competition from larger, more established REITs. Their value-add strategy and focus on specific markets provide a competitive advantage, but they must compete for capital and acquisitions.
Major Acquisitions
The Brixton Apartments
- Year: 2019
- Acquisition Price (USD millions): 29.2
- Strategic Rationale: Diversification and expansion into a new market.
Growth Trajectory and Initiatives
Historical Growth: BRT Realty Trust's growth has been driven by acquisitions and property development. Historical growth rates depend on market conditions and the company's strategic decisions.
Future Projections: Future growth projections are based on analyst estimates, which can vary depending on economic conditions and the company's execution of its strategy. Look for analyst reports for updated estimates.
Recent Initiatives: Recent initiatives may include acquisitions of new properties, development projects, or strategic partnerships.
Summary
BRT Realty Trust is a smaller REIT with a value-add strategy, offering growth potential but also facing challenges related to size and capital access. Their experienced management team and diversified portfolio are strengths, while rising interest rates and competition pose threats. The company's focus on value creation through property improvements is a key differentiator. Success depends on their ability to execute this strategy effectively and manage financial risk.
Similar Companies
- AVB
- EQR
- UDR
- MAA
- NXRT
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Analyst reports
- Industry publications
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor.
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 BRT Realty Trust
Exchange NYSE | Headquaters Great Neck, NY, United States | ||
IPO Launch date 1973-05-03 | President, CEO & Director Mr. Jeffrey Alan Gould | ||
Sector Real Estate | Industry REIT - Residential | Full time employees 8 | Website https://www.brtapartments.com |
Full time employees 8 | Website https://www.brtapartments.com | ||
BRT is a real estate investment trust that owns, operates and, to a lesser extent, holds interests in joint ventures that own multi-family properties. As of December 31, 2023, BRT owns or has interests in 28 multi-family properties with 7,707 units in 11 states.
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