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. filings document the formal disclosure record for an externally managed residential REIT with Class A common stock listed on NYSE American under BHM. The filings identify its Maryland corporation structure, operating partnership, external manager, common and redeemable preferred stock, and REIT-related equity and governance arrangements.
Recent disclosures include proxy materials for director elections and stockholder voting, Form 8-K reports on LTIP Unit grants, securities issued for services, share repurchase authorizations, preferred stock valuation, registration statement updates and completed property acquisition activity. They also record capital-structure details involving Class A and Class C common stock, Series A Redeemable Preferred Stock and operating partnership units.
Bluerock Homes Trust, Inc. (BHM) disclosed that on August 27, 2026 it provided a secured loan of $33,088,000 through its operating partnership to BR HPE Investment Co, LLC, a subsidiary of an affiliate of its external manager. The loan helped fund that entity’s purchase of Class II interests in a Delaware Statutory Trust that, via a sale-leaseback, acquired a 340,496 square foot Class A office and lab facility in Northern California for $330,777,000 under a 20.5-year bondable true lease guaranteed by an investment-grade technology company. The Trust’s acquisition was primarily financed with a $309,980,618 senior zero net cash flow credit tenant lease facility bearing a fixed coupon of 6.54%, with remaining capitalization from the Company’s loan and approximately $6,538,805 of common equity from Bluerock Asset Management. The Company’s loan carries a fixed coupon of 13.0% per annum, a 36‑month term, and is secured by a pledge of the borrower’s Class II interests, and is intended to be repaid from a syndication of Class I interests. The Company also provided a non-recourse carveout guaranty and hazardous materials indemnity on the senior facility, for which it will receive $125,000 per year up to an aggregate $625,000, and obtained indemnities from the DST manager for certain willful misconduct or gross negligence; the audit committee of independent directors approved the related-party arrangements.
Ruddy Jordan B. reported acquisition or exercise transactions in this Form 4 filing.
Bluerock Homes Trust, Inc. reported that its President, Jordan B. Ruddy, received a grant of 7,043 LTIP Units on August 13, 2026. These long-term incentive plan units were issued in connection with the external Manager’s Base Management Fee and reimbursement of a portion of Ruddy’s salary. The LTIP Units were fully vested upon issuance, are economically tied to OP Units, and may ultimately be settled in Bluerock Homes Trust’s Class A common stock on a one‑for‑one basis after capital account equivalency and a one‑year holding period. Following this award, Ruddy holds 251,301 LTIP Units directly.
Bluerock Homes Trust, Inc. reported that Chairman and CEO Ramin Kamfar acquired 17,606 LTIP Units on August 13, 2026. The LTIP Units were issued as part of the base management fee paid to Bluerock Homes Manager, LLC and as reimbursement for a portion of Kamfar’s salary for services to the Manager. These LTIP Units are fully vested upon issuance, correspond to 17,606 shares of Class A common stock on an as-converted basis, and may convert into OP Units and then, after a one-year holding period, be redeemed for cash or, at the issuer’s option, settled in Class A common stock on a one-for-one basis. Following this award, Kamfar holds a reported total of 1,249,736 LTIP Units directly.
Bluerock Homes Trust, Inc. describes how it paid part of its second-quarter 2026 base management fee in equity-linked units rather than entirely in cash under its existing Management Agreement. For Q2 2026, the board approved paying $210,000 of the quarterly Base Management Fee in long-term incentive plan units of its operating partnership, called C-LTIP Units, with the balance paid in cash.
On August 13, 2026, an aggregate of 24,649 C-LTIP Units were issued as this equity portion. Pursuant to prior salary elections by the Manager’s leadership and a directive from the Manager and its affiliate, the operating partnership issued 17,606 C-LTIP Units valued at $150,000 directly to Chief Executive Officer R. Ramin Kamfar and 7,043 C-LTIP Units valued at $60,000 directly to President Jordan Ruddy, in each case in satisfaction of the Manager’s reimbursement obligation for 80.0% of their respective Q2 2026 base salaries. The issuances were fully vested, made in reliance on Section 4(a)(2) and Regulation D, and the units may ultimately be redeemed for cash or, at the Company’s option after a one-year holding period, settled in Class A common stock.
Bluerock Homes Trust, Inc. updates its Form S-11 prospectus to incorporate multiple recent reports, primarily detailing dispositions of single-family rental homes from two joint-venture portfolios and related pro forma financials, governance actions, and an external management agreement amendment.
The company sold 35 Golden Pacific units for an aggregate ~$9.0 million (net proceeds ~$8.1 million) and later an additional 26 Golden Pacific units for ~$7.2 million (net proceeds ~$6.4 million). It also sold 24 Ballast units for ~$8.5 million (net proceeds ~$7.8 million) and a further 21 Ballast units for ~$7.1 million (net proceeds ~$6.4 million). Unaudited pro forma condensed consolidated statements show the impact of these sales on revenues, expenses and net loss, based on assumptions management considers reasonable.
The filing also reports the June 10, 2026 annual meeting results, where five directors were elected and Grant Thornton LLP was ratified as independent auditor, and a Third Amendment to the Management Agreement that clarifies an “Investment Transaction” includes a “Financing Transaction” for purposes of the company’s investment guidelines.
Bluerock Homes Trust, Inc. (BHM) reported higher rental revenues but larger losses for the quarter ended June 30, 2026. Quarterly rental and other property revenues rose to $19.3 million from $16.7 million, and six‑month revenues increased to $39.0 million from $32.6 million, reflecting growth in its residential portfolio focused on Sunbelt and Western U.S. markets.
Higher operating, impairment, and interest expenses drove a wider net loss attributable to common stockholders of $3.5 million for the quarter and $6.9 million year‑to‑date, versus $2.5 million and $5.0 million in the prior‑year periods. Net cash from operating activities swung to an outflow of $5.7 million for the first half of 2026 from an inflow of $15.0 million a year earlier.
Total assets were $1.15 billion, including $836.8 million of net real estate investments and $55.6 million of preferred equity investments. Mortgages payable totaled $421.9 million, and cash and restricted cash were $194.8 million. The company held interests in 4,271 consolidated units and 1,149 units via preferred equity, continued to qualify as a REIT, and expanded its preferred stock capital with outstanding Series A and new Series B redeemable preferred shares.
Bluerock Homes Trust, Inc. completed additional dispositions within its Ballast single-family rental joint venture, where it holds a 95% interest. Between June 3, 2026 and August 11, 2026, the company sold its interest in 21 Ballast portfolio homes to unaffiliated third parties under multiple purchase and sale agreements, following earlier 2026 sales of 24 units.
The aggregate sales price for the additional 21 homes was approximately $7.1 million, generating aggregate net proceeds to Bluerock Homes Trust of approximately $6.4 million, after typical closing costs, prorations and adjustments. The company presents unaudited pro forma condensed consolidated financial statements to illustrate the effect of selling 14 units in the second quarter period and these additional 21 units as if they had occurred earlier.
On a pro forma balance sheet as of March 31, 2026, total assets decrease modestly from $1,142.9 million to $1,142.0 million, while cash and cash equivalents increase from $170.1 million to $180.9 million. For the three months ended March 31, 2026, pro forma rental revenues decline slightly, and the net loss attributable to common stockholders improves from $3.4 million to $3.1 million, with basic and diluted loss per share improving from $0.90 to $0.82. For 2025, pro forma adjustments show a small reduction in rental revenue and a marginally lower net loss attributable to common stockholders.
Bluerock Homes Trust, Inc. completed additional dispositions from its Golden Pacific single-family rental portfolio, in which it holds a 97% joint venture interest. Between May 28 and August 7, 2026, the company sold its interest in 26 single-family residential units in Indiana, Kansas and Missouri to unaffiliated third parties under multiple purchase and sale agreements for an aggregate sales price of approximately $7.2 million, generating approximately $6.4 million of net proceeds to the company, after typical closing costs and adjustments.
These sales follow earlier dispositions of 35 units in 2026, and unaudited pro forma condensed consolidated financial statements illustrate the effect as if all 61 units had been sold earlier. As of March 31, 2026, pro forma total net real estate investments decrease modestly while cash and cash equivalents increase. Pro forma Q1 2026 and full-year 2025 results show slightly lower rental revenues and similar net losses attributable to common stockholders, indicating only a minor earnings impact from the Golden Pacific unit sales.
Bluerock Homes Trust, Inc. entered into a Third Amendment to its Management Agreement with Bluerock Homes Manager, LLC and Bluerock Residential Holdings, L.P., approved on August 7, 2026 by the board of directors, including the independent directors. The amendment revises the definition of “Investment Transaction” so that, for purposes of the company’s Investment Guidelines, an Investment Transaction expressly includes a Financing Transaction. The board, including the independent directors, authorized and approved the company’s entry into the Third Amendment and concluded that its terms are fair, competitive and commercially reasonable and no less favorable to the company than similar agreements between unaffiliated parties under the same circumstances. Other than this definitional change, the Management Agreement remains unchanged from its prior form.
Bluerock Homes Trust, Inc. held its annual meeting of stockholders on June 10, 2026, where stockholders elected five directors and ratified the company’s independent auditor. Voting was based on Class A and high-vote Class C common stock.
As of the April 10, 2026 record date, 4,105,568 shares of Class A common stock and 8,489 shares of Class C common stock were outstanding, resulting in 4,114,057 common shares deemed outstanding and entitled to vote. A total of 3,643,566 shares were represented in person or by proxy, reflecting 80.43% participation.
All five director nominees—R. Ramin Kamfar, I. Bobby Majumder, Romano Tio, Elizabeth Harrison, and Kamal Jafarnia—received more votes “for” than “withheld,” and Grant Thornton LLP was ratified as the independent registered public accounting firm for 2026 with a strong majority of votes cast in favor.