Welcome to our dedicated page for Bluerock Homes Trust SEC filings (Ticker: BHM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Bluerock Homes Trust Inc’s Sunbelt-focused single-family rental portfolio attracts investors who track rent growth, occupancy, and expansion into new build-to-rent communities. Those details sit deep inside SEC documents, from a 10-K that outlines property counts by metro to 8-K reports announcing fresh acquisitions. Finding them quickly is the challenge.
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Every filing type is here and explained simply—10-K, 10-Q, 8-K, S-11, and the Bluerock Homes Trust proxy statement executive compensation report. Investors use these insights to:
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- Track community acquisitions via Bluerock Homes Trust 8-K material events explained
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Bluerock Homes Trust, Inc. (NYSE American: BHM) has filed a Form 8-K/A to supply the audited and unaudited financial statements of Marble Capital Income and Impact Fund, LP and to present pro-forma results reflecting BHM’s recent $25 million limited-partnership investment completed on 25 April 2025.
Transaction details: the cash purchase reduces BHM’s pro-forma cash balance to $109.7 million, while recording an equivalent $25 million ‘Investment in unconsolidated real estate joint ventures’. Total assets remain $964.4 million; no additional debt or equity was issued.
Pro-forma impact: • Q1-25 income statement adds $0.3 million of JV income (1.2% annualised yield), trimming the net loss attributable to common shareholders from $(2.53) million to $(2.44) million (loss per share improves two cents to $(0.65)). • FY-24 pro-forma figures include $1.225 million of estimated JV income (4.9% yield), narrowing the loss to common shareholders from $(4.23) million to $(3.85) million (EPS improves a dime to $(1.00)). • Balance-sheet leverage is unchanged; mortgages and credit facilities total $336.5 million (35% of assets).
Investor takeaways: the Marble Investment modestly diversifies BHM’s revenue stream and deploys surplus cash without increasing leverage, yet the incremental earnings are immaterial (<1% of revenue) and do not eliminate ongoing net losses. Management cautions that pro-forma data are illustrative and forward-looking statements are subject to the risk factors outlined in recent SEC filings.
Bluerock Homes Trust, Inc. (NYSE American: BHM) has filed an amended Form 8-K (8-K/A) to provide audited and pro forma financial statements connected to its April 28, 2025 acquisition of Southern Pines Reserve, a 272-unit multifamily community in Aberdeen, NC.
Transaction structure
- Purchase price: $56.6 million.
- Financing: (i) $30.7 million senior mortgage loan at a fixed 5.13% rate maturing 5/1/2035; (ii) $20.0 million draw on KeyBank revolving credit facility; (iii) $2.0 million capitalized acquisition costs, including $1.4 million related-party fee.
Property performance (stand-alone)
- Year ended 12/31/24 rental revenue: $4.922 million; operating expenses: $1.566 million; revenue in excess of certain expenses: $3.356 million.
- Unaudited Q1-25 rental revenue: $1.211 million; operating expenses: $0.400 million; excess: $0.811 million.
- Fire on 2/8/25 destroyed eight units, reducing unit count from 280 to 272; purchase price and pro forma data adjusted accordingly.
Pro forma impact on BHM
- Balance sheet (3/31/25): Total assets rise by $49.6 million to $1.014 billion; net real estate investments grow to $734.6 million. Debt increases by $49.6 million (mortgages + credit facility).
- Q1-25 operations: Rental revenue up $1.19 million to $17.10 million; depreciation, interest and fees add costs, resulting in incremental net loss attributable to common stockholders of $0.07 million (loss widens to $(2.60) million).
- FY-24 operations: Rental revenue up $4.78 million; net loss attributable to common stockholders deepens by $0.86 million to $(5.09) million.
Key considerations for investors
- The acquisition expands BHM’s multifamily footprint and is expected to be immediately revenue-accretive but not yet earnings-accretive due to higher depreciation and financing costs.
- Fixed-rate mortgage provides interest-rate visibility, while near-term credit-facility borrowing introduces refinancing risk after one year.
- Loss of eight units highlights property-specific risk, but purchase price was adjusted and insurance outcomes are not disclosed.
- Related-party acquisition and asset-management fees create potential governance and cost scrutiny.
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