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.
The Bluerock Homes Trust, Inc. (BHM) SEC filings page brings together the company’s regulatory disclosures as a residential real estate investment trust (REIT) listed on the NYSE American. As an emerging growth company incorporated in Maryland, BHM files current reports, financial statements, and transaction-related documents that explain how it builds and finances its portfolio of single-family rentals, build-to-rent communities, and other residential properties.
Through its Forms 8-K and 8-K/A, Bluerock Homes Trust reports material events and acquisitions, such as the purchases of Southern Pines Reserve in Aberdeen, North Carolina, District at Parkview in Stone Mountain, Georgia, and Skytop Apartments in Cincinnati, Ohio. These filings often include descriptions of purchase structures, the use of Delaware statutory trusts, senior mortgage loans held by Fannie Mae, and borrowings under revolving credit facilities, as well as Rule 3-14 financial statements of revenues and certain operating expenses for acquired properties.
Filings also detail capital structure and equity activity. BHM discloses unregistered sales of equity securities, including long-term incentive plan units (C-LTIP Units and LTIP Units) of its operating partnership issued to its external manager, executives, and non-employee directors as part of base management fee arrangements or director compensation. These documents explain how such units may convert into operating partnership units and, subject to conditions and holding periods, into shares of Class A common stock, and how distribution equivalents are paid when common stock distributions are made.
Investors can review how Bluerock Homes Trust reports on its preferred stock and dividend practices. The company’s filings and related tax reporting information describe the 6.0% Series A Redeemable Preferred Stock, associated regular and special dividends, and the classification of distributions among ordinary income, capital gains, and return of capital for federal income tax purposes. Additional disclosures cover the Series A Preferred Stock Redemption Safeguard Policy and the authorization of a share repurchase plan for Class A common stock.
For broader financial context, BHM’s SEC documents include pro forma condensed consolidated financial statements that reflect the impact of significant acquisitions and investments, such as the Marble Capital Income and Impact Fund, LP limited partnership interest. These pro forma statements help readers understand how new investments and property acquisitions might affect the company’s balance sheet and results of operations. With real-time access to these filings and AI-powered summaries that highlight key items—such as acquisition terms, financing structures, equity issuances, and dividend-related disclosures—this page offers a structured way to analyze Bluerock Homes Trust’s regulatory reporting and capital decisions.
Bluerock Homes Trust, Inc. director reported receiving long-term incentive plan units, or LTIP Units, in Bluerock Residential Holdings, LP, the operating partnership of which the company is the general partner. The filing shows an acquisition of 7,824 LTIP Units, each tied to an equal number of shares of Class A common stock.
The LTIP Units are fully vested and can convert into operating partnership units once their capital accounts match those of units held by the company. After a one-year holding period (including time held as LTIP Units), they may be redeemed for cash or, at the company’s option, settled in shares of Class A common stock on a one-for-one basis.
Bluerock Homes Trust, Inc. reported an insider equity grant for one of its directors. On 01/01/2026, the director received 7,824 long-term incentive plan units ("LTIP Units") of Bluerock Residential Holdings, LP, the operating partnership of which Bluerock Homes Trust is the general partner.
The LTIP Units are fully vested and can convert into operating partnership units once their capital account matches that of existing units. After this conversion and a one-year holding period, they may be redeemed for cash or, at the company’s option, settled in shares of Bluerock Homes Trust’s Class A common stock on a one-for-one basis. Following this award, the director beneficially owns 27,820 derivative securities directly.
Bluerock Homes Trust, Inc. reported an equity award to one of its directors. On 01/01/2026, the director acquired 7,824 long-term incentive plan units (LTIP Units) of Bluerock Residential Holdings, LP, the company’s operating partnership. These LTIP Units are fully vested and can convert into OP Units once their capital account matches the OP Units held by the company. After conversion and a one-year holding period (including time held as LTIP Units), they may be redeemed for cash or, at the company’s option, settled in shares of Class A common stock on a one-for-one basis. Following this transaction, the director beneficially owns 27,820 derivative securities related to the company.
Bluerock Homes Trust, Inc. reported an insider equity award involving derivative securities tied to its Class A common stock. A director received 7,824 long-term incentive plan (LTIP) units in Bluerock Residential Holdings, LP, the company’s operating partnership, with a transaction date of 01/01/2026. Following this grant, the reporting person beneficially owned 27,820 derivative securities.
The LTIP Units are fully vested. They may convert into operating partnership (OP) units once their capital account equals that of OP units held by the issuer. After conversion to OP units and a one-year holding period (including time already held as LTIP Units), they may be redeemed for cash or, at the issuer’s option, settled in shares of Bluerock Homes Trust’s Class A common stock on a one-for-one basis.
Bluerock Homes Trust, Inc. reported that on January 1, 2026 it granted 7,824 long-term incentive plan units (LTIP Units) of its operating partnership to each of four non-employee directors: Elizabeth Harrison, Kamal Jafarnia, I. Bobby Majumder, and Romano Tio as the equity portion of their annual retainers. These LTIP Units were issued under the company’s Amended and Restated Equity Incentive Plan for Individuals and are fully vested on issuance.
The LTIP Units may convert into operating partnership units once their capital accounts match existing operating partnership units, and those units can then be redeemed for cash or, after a one-year holding period, settled at the company’s option in Class A common stock on a one-for-one basis. Holders of these LTIP Units will receive distribution equivalents whenever the company pays distributions on its Class A common stock. The issuances relied on private offering exemptions under Section 4(a)(2) and Regulation D, with no general solicitation or advertising.
Bluerock Homes Trust, Inc. has acquired a 264-unit residential community known as District at Parkview in Stone Mountain, Georgia for approximately
The Parkview acquisition was funded with roughly
Bluerock Homes Trust (BHM) reported an officer transaction on 11/11/2025: the President acquired 6,381 LTIP Units as compensation-related awards.
The LTIP Units were issued in partial satisfaction of the company’s Base Management Fee to its Manager for Q3 2025 and to reimburse a portion of salary paid by an affiliate for services to the Manager. These units were fully vested upon issuance, may convert into OP Units upon capital account equivalency, and after a one-year holding period may be redeemed for cash or, at the Issuer’s option, settled one-for-one in Class A common stock.
Following the transaction, 200,294 derivative securities were beneficially owned in direct form.
Bluerock Homes Trust (BHM) reported an insider equity award. On 11/11/2025, the Chairman and CEO acquired 15,951 LTIP Units (Transaction Code A) under the company’s long‑term incentive plan.
According to the filing, these LTIP Units were issued in partial satisfaction of the issuer’s Base Management Fee to its Manager for Q3 2025 and to reimburse an affiliate for a portion of the CEO’s salary. The units were fully vested upon issuance, may convert to OP Units upon capital account equivalency, and thereafter may be redeemed for cash or, at the issuer’s option after a one‑year holding period, settled in Class A common stock on a one‑for‑one basis.
Following this grant, the reporting person beneficially owned 1,202,612 derivative securities directly.
Bluerock Homes Trust (BHM) issued equity-based compensation for services. The Board approved paying part of the Q3 2025 Base Management Fee in Operating Partnership C‑LTIP Units valued at $210,000, with the balance paid in cash. On November 11, 2025, an aggregate of 22,332 C‑LTIP Units was issued, calculated using the five‑day average closing price of Class A common stock prior to issuance.
Per a directive aligning with prior salary elections, the Company caused the Operating Partnership to issue 15,951 units to CEO R. Ramin Kamfar (valued at $150,000) and 6,381 units to President Jordan Ruddy (valued at $60,000). The units were issued in reliance on Section 4(a)(2) and Regulation D, are fully vested, may convert to OP Units upon capital account equivalency, and may later be redeemed for cash or, at the Company’s option after a one‑year holding period, settled in Class A common stock. Holders receive distribution equivalents when common dividends are paid.
Bluerock Homes Trust (BHM) filed its Q3 2025 10‑Q. Total revenues were $16.6 million, up from $12.7 million a year ago. Net loss attributable to common stockholders was $3.6 million, or $(0.94) per share; for the nine months, loss was $8.6 million.
The company expanded its portfolio with two acquisitions: Skytop Apartments for $88.5 million (funded with a $57.5 million senior loan, $22.0 million from the KeyBank credit facility, and $13.0 million cash) and Southern Pines Reserve for $56.6 million (funded with a $30.7 million senior loan, $20.0 million from the KeyBank credit facility, and $8.9 million cash). As of September 30, 2025, consolidated operating investments were approximately 91.8% occupied.
Total assets were $1.093 billion, including cash and cash equivalents of $162.7 million. Mortgages payable were $393.9 million and revolving credit facilities $22.0 million. The company had 6.0% Series A Redeemable Preferred Stock of 6,087,829 shares outstanding (carrying value $136.9 million) and recorded preferred dividends of $2.4 million in the quarter. Operating cash flow for the nine months was $28.3 million; investing used $109.0 million and financing provided $132.8 million.
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