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Bluerock Homes Trust, Inc. (BHM) Stock Fundamental Analysis & AI Rating 2026

BHM NYSE Real Estate Investment Trusts MD CIK: 0001903382
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2026-01-15
Combined AI Rating
SELL
79% Confidence
STRONG AGREEMENT
SELL
78% Conf
SELL
80% Conf

📊 BHM Key Takeaways

Revenue: $68.7M
Net Margin: -16.7%
Free Cash Flow: $10.4M
Current Ratio: N/A
Debt/Equity: 3.33x
EPS: $-3.02
AI Rating: SELL with 78% confidence
Bluerock Homes Trust, Inc. (BHM) receives a SELL rating with 79% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $68.7M, net profit margin of -16.7%, and return on equity (ROE) of -8.9%, Bluerock Homes Trust, Inc. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete BHM stock analysis for 2026.

Is Bluerock Homes Trust, Inc. (BHM) a Good Investment?

Claude

Bluerock Homes Trust faces significant operational profitability challenges with negative operating margins of -45.1% and net losses of $11.5M despite positive revenue. While the company maintains positive free cash flow of $10.4M and adequate liquidity with $169.6M in cash, the high debt-to-equity ratio of 3.33x combined with substantial operating losses raises concerns about long-term financial sustainability and the REIT's ability to generate consistent returns.

ChatGPT

Bluerock Homes Trust shows weak core profitability, with negative operating income, a deeply negative operating margin, and negative returns on equity and assets despite modest revenue growth. Net income improved year over year and free cash flow is positive, but the combination of high leverage and ongoing losses makes the growth profile lower quality and leaves limited room for operational missteps. The balance sheet has useful cash, but fundamentals still point to a business that needs materially better earnings conversion.

Why Buy Bluerock Homes Trust, Inc. Stock? BHM Key Strengths

Claude
  • + Positive free cash flow of $10.4M provides near-term operational flexibility
  • + Strong cash position of $169.6M relative to operating needs
  • + Modest revenue growth of 0.9% YoY shows underlying business stability
  • + Operating cash flow of $27.8M exceeds capital expenditures
ChatGPT
  • + Positive operating cash flow and free cash flow indicate the business is generating cash despite accounting losses
  • + Cash balance of $169.56M provides liquidity support and some near-term flexibility
  • + Net loss improved year over year while revenue remained stable, suggesting partial earnings stabilization

BHM Stock Risks: Bluerock Homes Trust, Inc. Investment Risks

Claude
  • ! Severely negative operating margin of -45.1% indicates core business unprofitability
  • ! High leverage with debt-to-equity of 3.33x and long-term debt of $428.4M relative to equity of $128.7M
  • ! Consistent net losses despite revenue generation signal persistent operational issues
  • ! Negative return metrics (ROE: -8.9%, ROA: -1.0%) indicate value destruction for shareholders
  • ! 8 Form 4 insider filings in 90 days warrant monitoring for insider sentiment
ChatGPT
  • ! Operating margin of -45.1% indicates weak underlying profitability and poor earnings quality
  • ! Debt-to-equity of 3.33x and $428.39M of long-term debt create elevated balance-sheet risk
  • ! Diluted EPS deteriorated sharply year over year, signaling pressure on per-share performance

Key Metrics to Watch

Claude
  • * Operating margin trajectory - critical to assess if losses narrow
  • * Debt reduction progress and debt-to-equity ratio improvement
  • * Free cash flow sustainability and cash burn rate
  • * Revenue growth acceleration and operating leverage improvement
  • * Insider transaction patterns and directional sentiment
ChatGPT
  • * Operating margin improvement toward sustained positive EBIT
  • * Debt reduction and debt-to-equity trend

Bluerock Homes Trust, Inc. (BHM) Financial Metrics & Key Ratios

Revenue
$68.7M
Net Income
$-11.5M
EPS (Diluted)
$-3.02
Free Cash Flow
$10.4M
Total Assets
$1.2B
Cash Position
$169.6M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BHM Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -45.1%
Net Margin -16.7%
ROE -8.9%
ROA -1.0%
FCF Margin 15.1%

BHM vs Real Estate Sector: How Bluerock Homes Trust, Inc. Compares

How Bluerock Homes Trust, Inc. compares to Real Estate sector averages

Net Margin
BHM -16.7%
vs
Sector Avg 20.0%
BHM Sector
ROE
BHM -8.9%
vs
Sector Avg 8.0%
BHM Sector
Current Ratio
BHM 0.0x
vs
Sector Avg 1.5x
BHM Sector
Debt/Equity
BHM 3.3x
vs
Sector Avg 1.5x
BHM Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Bluerock Homes Trust, Inc. Stock Overvalued? BHM Valuation Analysis 2026

Based on fundamental analysis, Bluerock Homes Trust, Inc. shows some fundamental concerns relative to the Real Estate sector in 2026.

Return on Equity
-8.9%
Sector avg: 8%
Net Profit Margin
-16.7%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.33x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Bluerock Homes Trust, Inc. Balance Sheet: BHM Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
3.33x
Debt/Assets
40.1%
Interest Coverage
N/A
Long-term Debt
$428.4M

BHM Revenue & Earnings Growth: 5-Year Financial Trend

BHM 5-year financial data: Year 2022: Revenue $32.9M, Net Income $34.3M, EPS $8.93. Year 2023: Revenue $41.0M, Net Income N/A, EPS $-0.26. Year 2024: Revenue $48.6M, Net Income N/A, EPS $-1.30. Year 2025: Revenue $68.1M, Net Income N/A, EPS $-1.10.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Bluerock Homes Trust, Inc.'s revenue has grown significantly by 107% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.10 indicates the company is currently unprofitable.

BHM Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
15.1%
Free cash flow / Revenue

BHM Quarterly Earnings & Performance

Quarterly financial performance data for Bluerock Homes Trust, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $12.0M $3.5M $0.24
Q2 2025 $11.9M -$5.2M $-0.42
Q1 2025 $10.8M -$3.2M $-0.27
Q3 2024 $10.2M $3.5M $0.24
Q2 2024 $10.3M -$1.2M $-0.09
Q1 2024 $10.1M -$3.2M $-0.27
Q3 2023 $8.6M $576.0K $0.00
Q2 2023 $7.7M -$120.0K $-0.03

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Bluerock Homes Trust, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$27.8M
Cash generated from operations
Capital Expenditures
$17.4M
Investment in assets
Dividends Paid
$3.4M
Returned to shareholders

BHM SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Bluerock Homes Trust, Inc. (CIK: 0001903382)

📋 Recent SEC Filings

Date Form Document Action
Apr 14, 2026 DEF 14A tm261537-3_def14a.htm View →
Apr 3, 2026 4 xslF345X06/tm2610805-5_4seq1.xml View →
Apr 3, 2026 4 xslF345X06/tm2610805-4_4seq1.xml View →
Apr 3, 2026 4 xslF345X06/tm2610805-3_4seq1.xml View →
Apr 3, 2026 4 xslF345X06/tm2610805-2_4seq1.xml View →

Frequently Asked Questions about BHM

What is the AI rating for BHM?

Bluerock Homes Trust, Inc. (BHM) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 79% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BHM's key strengths?

Claude: Positive free cash flow of $10.4M provides near-term operational flexibility. Strong cash position of $169.6M relative to operating needs. ChatGPT: Positive operating cash flow and free cash flow indicate the business is generating cash despite accounting losses. Cash balance of $169.56M provides liquidity support and some near-term flexibility.

What are the risks of investing in BHM?

Claude: Severely negative operating margin of -45.1% indicates core business unprofitability. High leverage with debt-to-equity of 3.33x and long-term debt of $428.4M relative to equity of $128.7M. ChatGPT: Operating margin of -45.1% indicates weak underlying profitability and poor earnings quality. Debt-to-equity of 3.33x and $428.39M of long-term debt create elevated balance-sheet risk.

What is BHM's revenue and growth?

Bluerock Homes Trust, Inc. reported revenue of $68.7M.

Does BHM pay dividends?

Bluerock Homes Trust, Inc. pays dividends, with $3.4M distributed to shareholders in the trailing twelve months.

Where can I find BHM SEC filings?

Official SEC filings for Bluerock Homes Trust, Inc. (CIK: 0001903382) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BHM's EPS?

Bluerock Homes Trust, Inc. has a diluted EPS of $-3.02.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is BHM a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Bluerock Homes Trust, Inc. has a SELL rating with 79% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BHM stock overvalued or undervalued?

Valuation metrics for BHM: ROE of -8.9% (sector avg: 8%), net margin of -16.7% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

Should I buy BHM stock in 2026?

Our dual AI analysis gives Bluerock Homes Trust, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BHM's free cash flow?

Bluerock Homes Trust, Inc.'s operating cash flow is $27.8M, with capital expenditures of $17.4M. FCF margin is 15.1%.

How does BHM compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin -16.7% (avg: 20%), ROE -8.9% (avg: 8%), current ratio N/A (avg: 1.5).

Is Bluerock Homes Trust, Inc. carrying too much debt?

BHM has a debt-to-equity ratio of 3.33x, which is above the Real Estate sector average of 1.5x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2026-01-15 | Powered by Claude AI