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Upturn AI SWOT - About
Greystone Housing Impact Investors LP (GHI)
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Upturn Advisory Summary
04/01/2025: GHI (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 -6.38% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 296.93M USD | Price to earnings Ratio 16.22 | 1Y Target Price 16.62 |
Price to earnings Ratio 16.22 | 1Y Target Price 16.62 | ||
Volume (30-day avg) 45630 | Beta 0.75 | 52 Weeks Range 9.68 - 14.32 | Updated Date 04/1/2025 |
52 Weeks Range 9.68 - 14.32 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 12.00% | Basic EPS (TTM) 0.76 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 64.58% | Operating Margin (TTM) 29.18% |
Management Effectiveness
Return on Assets (TTM) 1.38% | Return on Equity (TTM) 5.23% |
Valuation
Trailing PE 16.22 | Forward PE 6.79 | Enterprise Value 1507147520 | Price to Sales(TTM) 9.2 |
Enterprise Value 1507147520 | Price to Sales(TTM) 9.2 | ||
Enterprise Value to Revenue 38.21 | Enterprise Value to EBITDA 14.06 | Shares Outstanding 23270700 | Shares Floating 22861586 |
Shares Outstanding 23270700 | Shares Floating 22861586 | ||
Percent Insiders 1.77 | Percent Institutions 10.13 |
Analyst Ratings
Rating 4.5 | Target Price 16.75 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Greystone Housing Impact Investors LP
Company Overview
History and Background
Greystone Housing Impact Investors LP, formerly known as Capstead Mortgage Corporation, was founded in 1985. Initially focused on agency mortgage-backed securities, it transitioned to a broader investment strategy including multifamily housing and impact investments. Significant milestones include strategic shifts in investment focus and rebranding efforts reflecting its commitment to affordable housing.
Core Business Areas
- Multifamily Housing: Investments in multifamily affordable housing properties, primarily through the purchase of bonds. These bonds are used to finance the construction, rehabilitation, or preservation of properties that qualify for low-income housing tax credits.
- Impact Investments: Investments designed to generate a social and environmental impact alongside a financial return. This includes investments in renewable energy and other sustainable projects related to affordable housing.
Leadership and Structure
The company is led by a board of directors and an executive management team. Its organizational structure is based on managing and executing investments within the multifamily housing and impact investing sectors. The CEO is currently listed as Andrew G. Grier
Top Products and Market Share
Key Offerings
- Multifamily Affordable Housing Bonds: These are tax-exempt bonds used to finance affordable housing projects. Market share data is not readily available, but competition includes other REITs and investment firms specializing in affordable housing such as Walker & Dunlop (WD) and Arbor Realty Trust (ABR).
- Renewable Energy Investments Related to Housing: Investments in solar and other renewable energy projects associated with affordable housing developments. Market share data is not readily available. Competitors include other impact investment firms and renewable energy project developers.
Market Dynamics
Industry Overview
The affordable housing industry is characterized by high demand and limited supply, driven by demographic shifts and increasing income inequality. This is fueled by government incentives and tax credits which enable the development of projects. The industry is influenced by interest rate changes, regulatory policies, and economic conditions.
Positioning
Greystone Housing Impact Investors LP positions itself as a specialist in providing capital for affordable housing through bond investments and impact investments, leveraging tax advantages and government programs. Its competitive advantages lie in its expertise in structuring and managing these investments and relationships with developers.
Total Addressable Market (TAM)
The total addressable market is in the hundreds of billions, encompassing all affordable housing projects eligible for financing. Greystone's position is to secure a percentage of deals through tax-advantaged investments.
Upturn SWOT Analysis
Strengths
- Expertise in tax-exempt bond investments
- Focus on affordable housing with high social impact
- Established relationships with developers and government agencies
Weaknesses
- Concentration in a single asset class (affordable housing)
- Exposure to interest rate risk
- Dependency on government subsidies and tax incentives
Opportunities
- Increased demand for affordable housing
- Expansion into new geographic markets
- Development of new investment products
Threats
- Changes in government policies and regulations
- Increased competition from other investors
- Economic downturn impacting housing demand
Competitors and Market Share
Key Competitors
- WD
- ABR
- AGNC
Competitive Landscape
Greystone Housing Impact Investors LP operates in a competitive market with established players like Walker & Dunlop and Arbor Realty Trust. Its focus on impact investing offers a differentiated approach, but it competes for capital and investment opportunities in the affordable housing sector.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Analyze Historical Trends to Analyst
Future Projections: Forecast to Analyst
Recent Initiatives: Discuss Initiatives to Analyst
Summary
Greystone Housing Impact Investors LP specializes in affordable housing investments. While it benefits from expertise in tax-exempt bonds and social impact focus, its dependency on government policies and concentration in a single asset class are risks. Future success depends on adapting to regulatory changes and expanding investment products. The company competes with larger players and focuses on sustainable projects.
Similar Companies
- WD
- ABR
- AGNC
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may vary. Investment decisions should be made based on individual financial circumstances 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 Greystone Housing Impact Investors LP
Exchange NYSE | Headquaters Omaha, NE, United States | ||
IPO Launch date 1986-04-02 | CEO - | ||
Sector Financial Services | Industry Mortgage Finance | Full time employees - | Website https://www.ghiinvestors.com |
Full time employees - | Website https://www.ghiinvestors.com | ||
Greystone Housing Impact Investors LP acquires, holds, sells, and deals in a portfolio of mortgage revenue bonds (MRBs) that are issued to provide construction and permanent financing for multifamily, student, and senior citizen housing; skilled nursing properties; and commercial properties in the United States. The company operates through four segments: Affordable Multifamily Investments; Seniors and Skilled Nursing Investments; Market-Rate Joint Venture Investments; and MF Properties. It also invests in governmental issuer loans. The company was formerly known as America First Multifamily Investors, L.P. and changed its name to Greystone Housing Impact Investors LP in December 2022. Greystone Housing Impact Investors LP was incorporated in 1998 and is based in Omaha, Nebraska.
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