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1. Company Snapshot

1.a. Company Description

Bluerock Homes Trust, Inc.engages in the provision of residential investments and other property-related income.The company was founded on December 16, 2021 and is headquartered in New York, NY.

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1.b. Last Insights on BHM

Bluerock Homes Trust, Inc. faced negative drivers, including a decline in trading volume, which decreased by 42% and 63% compared to the average session volume on two separate days. The company's dividend announcement on its Series A Preferred Stock may not have provided sufficient impetus. Additionally, there were no updates on share buyback initiatives or new product offerings. The fourth quarter dividend declaration may provide some stability, but investors remain cautious. No recent earnings release was available to provide insight into the company's financial health.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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The State Of REITs: February 2026 Edition

Feb -19

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Bluerock Homes Trust (BHM) Announces Share Repurchase Plan

Feb -17

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BHM 2025 Tax Reporting Information For 2025 Dividends

Jan -30

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Bluerock Homes Trust (BHM) Announces First Quarter Dividends on Series A Preferred Stock and Series B Preferred Stock

Jan -15

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Bluerock Homes Trust (NYSEAMERICAN:BHM) Stock Price Up 4.2% – Time to Buy?

Dec -03

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Bluerock Homes Trust (NYSEAMERICAN:BHM) Trading Down 1.8% – Here’s Why

Nov -06

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Bluerock Homes Trust (BHM) Announces Fourth Quarter Dividends on Series A Preferred Stock

Oct -15

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Zacks Initiates Coverage of Bluerock Homes With Neutral Recommendation

Jul -30

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.50%)

6. Segments

Rental and Other Property

Expected Growth: 4.5%

The single-family home rental market is driven by increasing demand for affordable housing, low vacancy rates, and growing rental yields. Bluerock Homes Trust's diversified portfolio and strategic acquisitions position the company for long-term growth.

Interest Income from Loan Investments

Expected Growth: 8.5%

The growth of Interest Income from Loan Investments is driven by increasing demand for mortgage loans, low interest rates, and government incentives for homeownership, leading to a forecast CAGR of 8.5% from 2023 to 2028.

7. Detailed Products

Single-Family Rental Homes

Bluerock Homes Trust, Inc. offers a portfolio of single-family rental homes, providing individuals and families with a range of housing options.

Multifamily Properties

The company's multifamily properties offer a range of amenities and services, catering to a diverse range of residents.

Homeownership Programs

Bluerock Homes Trust, Inc. offers homeownership programs, enabling individuals and families to achieve homeownership through innovative financing solutions.

Property Management Services

The company provides comprehensive property management services, ensuring the smooth operation and maintenance of its properties.

8. Bluerock Homes Trust, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Bluerock Homes Trust, Inc. is moderate due to the availability of alternative investment options in the real estate industry.

Bargaining Power Of Customers

The bargaining power of customers is low for Bluerock Homes Trust, Inc. as the company operates in a niche market with limited competition, giving customers limited alternatives.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate for Bluerock Homes Trust, Inc. as the company relies on a few key suppliers for materials and services, but has some flexibility to negotiate prices.

Threat Of New Entrants

The threat of new entrants is high for Bluerock Homes Trust, Inc. due to the relatively low barriers to entry in the real estate investment trust (REIT) industry.

Intensity Of Rivalry

The intensity of rivalry is high for Bluerock Homes Trust, Inc. due to the competitive nature of the REIT industry, with many established players vying for market share.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 51.71%
Debt Cost 11.70%
Equity Weight 48.29%
Equity Cost 11.70%
WACC 11.70%
Leverage 107.10%

11. Quality Control: Bluerock Homes Trust, Inc. passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Clipper Realty

A-Score: 6.4/10

Value: 9.8

Growth: 6.2

Quality: 5.8

Yield: 10.0

Momentum: 2.5

Volatility: 4.0

1-Year Total Return ->

Stock-Card
NexPoint Residential Trust

A-Score: 6.0/10

Value: 6.6

Growth: 5.1

Quality: 5.2

Yield: 9.0

Momentum: 2.0

Volatility: 8.0

1-Year Total Return ->

Stock-Card
Centerspace

A-Score: 5.8/10

Value: 6.0

Growth: 3.2

Quality: 4.5

Yield: 8.0

Momentum: 5.0

Volatility: 8.3

1-Year Total Return ->

Stock-Card
BRT Apartments

A-Score: 5.8/10

Value: 6.1

Growth: 5.3

Quality: 3.8

Yield: 9.0

Momentum: 2.0

Volatility: 8.7

1-Year Total Return ->

Stock-Card
UMH Properties

A-Score: 5.5/10

Value: 3.9

Growth: 2.9

Quality: 4.6

Yield: 9.0

Momentum: 3.0

Volatility: 9.7

1-Year Total Return ->

Stock-Card
Bluerock Homes Trust

A-Score: 5.2/10

Value: 7.5

Growth: 5.6

Quality: 3.2

Yield: 9.0

Momentum: 1.0

Volatility: 5.0

1-Year Total Return ->

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

10.2$

Current Price

10.2$

Potential

-0.00%

Expected Cash-Flows