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Upturn AI SWOT - About
Seven Hills Realty Trust (SEVN)
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Upturn Advisory Summary
04/01/2025: SEVN (1-star) is currently NOT-A-BUY. Pass it for now.
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 -16.65% | Avg. Invested days 42 | Today’s Advisory PASS |
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 188.97M USD | Price to earnings Ratio 10.5 | 1Y Target Price 14.83 |
Price to earnings Ratio 10.5 | 1Y Target Price 14.83 | ||
Volume (30-day avg) 46330 | Beta 0.55 | 52 Weeks Range 10.96 - 13.94 | Updated Date 04/1/2025 |
52 Weeks Range 10.96 - 13.94 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 11.04% | Basic EPS (TTM) 1.19 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 59.7% | Operating Margin (TTM) 60.12% |
Management Effectiveness
Return on Assets (TTM) 2.5% | Return on Equity (TTM) 6.59% |
Valuation
Trailing PE 10.5 | Forward PE 9.29 | Enterprise Value 533181632 | Price to Sales(TTM) 6.33 |
Enterprise Value 533181632 | Price to Sales(TTM) 6.33 | ||
Enterprise Value to Revenue 20.15 | Enterprise Value to EBITDA 14.19 | Shares Outstanding 14902800 | Shares Floating 14478640 |
Shares Outstanding 14902800 | Shares Floating 14478640 | ||
Percent Insiders 3.62 | Percent Institutions 44.25 |
Analyst Ratings
Rating 4.67 | Target Price 14.83 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Seven Hills Realty Trust
Company Overview
History and Background
Seven Hills Realty Trust (SEVN) is a real estate investment trust (REIT) that focuses on originating, investing in and managing commercial real estate debt secured by first mortgage loans. Formed as Tremont Mortgage Trust in 2017, the company rebranded to Seven Hills Realty Trust in 2021.
Core Business Areas
- Commercial Real Estate Debt: Seven Hills originates, invests in and manages commercial real estate debt secured by first mortgage loans. The focus is on middle market CRE debt opportunities.
Leadership and Structure
Seven Hills Realty Trust is externally managed by Tremont Realty Capital, a subsidiary of The RMR Group LLC. Adam Portnoy is the Managing Trustee and President of Seven Hills. The company operates with a typical REIT structure, governed by a board of trustees.
Top Products and Market Share
Key Offerings
- First Mortgage Loans: Seven Hills' primary product is first mortgage loans secured by commercial real estate. These loans generate interest income for the REIT. Market share data specific to Seven Hills is difficult to ascertain, as they operate within a broader commercial mortgage market. Competitors include larger REITs and debt funds.
Market Dynamics
Industry Overview
The commercial real estate debt market is influenced by factors such as interest rates, economic growth, and property valuations. Currently, the market faces uncertainty due to interest rate volatility and concerns about commercial property values, particularly office space.
Positioning
Seven Hills focuses on the middle market CRE debt, seeking opportunities often overlooked by larger institutions. This allows for potentially higher yields but also carries higher risk. Their competitive advantage comes from their experienced management team and origination network.
Total Addressable Market (TAM)
The TAM for commercial real estate debt is estimated to be in the trillions of dollars. Seven Hills' positioning within the middle market represents a smaller, but still significant, portion of this TAM.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on middle-market CRE debt
- External management by The RMR Group
- Established origination network
Weaknesses
- Smaller market capitalization compared to peers
- External management structure can create conflicts of interest
- Exposure to interest rate risk
- Concentrated investment portfolio
Opportunities
- Growing demand for CRE debt in the middle market
- Distressed asset opportunities due to economic uncertainty
- Expansion into new geographic markets
- Increased origination volume
Threats
- Rising interest rates
- Economic recession
- Increased competition from other lenders
- Declining commercial property values
Competitors and Market Share
Key Competitors
- BXMT
- STAR
- KREF
- ARE
- SLR
Competitive Landscape
Seven Hills faces intense competition from larger, more established REITs with greater access to capital. Its focus on the middle market provides a niche, but also exposes it to higher risk. They must effectively manage their loan portfolio and maintain disciplined underwriting standards.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical data is needed for accurate financial metrics. Please refer to public filings to get this real time data.
Future Projections: Future projections are reliant on market conditions and company strategy. Refer to analyst reports for estimates.
Recent Initiatives: Recent initiatives include focusing on loan originations in select property types and geographic areas and actively managing the existing loan portfolio.
Summary
Seven Hills Realty Trust is a smaller REIT specializing in middle-market CRE debt, externally managed by The RMR Group. Strengths lie in its experienced team and targeted market segment. However, its smaller size and external management structure pose challenges. The REIT is vulnerable to interest rate hikes and property value declines, requiring careful portfolio management.
Similar Companies
ARE
Alexandria Real Estate Equities Inc
ARE
Alexandria Real Estate Equities Inc
BXMT
Blackstone Mortgage Trust Inc
BXMT
Blackstone Mortgage Trust Inc
KREF
KKR Real Estate Finance Trust Inc
KREF
KKR Real Estate Finance Trust Inc
RMR
RMR Group Inc
RMR
RMR Group Inc
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q), Investor Presentations, Analyst Reports, The RMR Group Website
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market data is subject to change.
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 Seven Hills Realty Trust
Exchange NASDAQ | Headquaters Newton, MA, United States | ||
IPO Launch date 2020-07-30 | CEO - | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees - | Website https://sevnreit.com |
Full time employees - | Website https://sevnreit.com | ||
Seven Hills Realty Trust, a real estate investment trust, focuses on originating and investing in first mortgage loans secured by middle market and transitional commercial real estate in the United States. It has elected to be taxed as a real estate investment trust. As a result, the company would not be subject to corporate income tax on that portion of its net income that is distributed to shareholders. The company was formerly known as RMR Mortgage Trust. Seven Hills Realty Trust was incorporated in 2008 and is headquartered in Newton, Massachusetts.
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