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. reported that Executive VP, Operations Michael DiFranco received a grant of 4,529 long-term incentive plan units (LTIP Units) in Bluerock Residential Holdings, LP, the company’s operating partnership. The award is part of his annual equity incentive compensation and was issued at a grant price of $0.00 per unit.
These LTIP Units vest in equal annual installments over three years starting on April 1, 2026. Once vested and after reaching capital account equivalency, they may convert into operating partnership units (OP Units) and then 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, DiFranco holds 49,549 LTIP Units directly and is entitled to receive distribution equivalents on these units, whether or not vested, at the same time distributions are paid on the Class A common stock.
Bluerock Homes Trust, Inc. reported a compensation-related equity grant to an executive. On April 1, 2026, Chief Legal Officer and Secretary of Bluerock Homes Manager, LLC, Jason Emala, received a grant of 7,247 LTIP Units in Bluerock Residential Holdings, LP, the operating partnership of which Bluerock Homes Trust is the general partner.
The LTIP Units were issued at the direction of the external Manager to satisfy an annual equity incentive award obligation owed by its affiliate, Bluerock Real Estate Holdings, LLC, for services provided by Emala to the Manager. Following this award, Emala holds 40,783 LTIP Units directly.
These LTIP Units vest ratably each year over a three-year period starting on April 1, 2026. Once vested and after achieving capital account equivalency, the LTIP Units may convert into OP Units and then, after a one-year holding period including time as LTIP Units, may be redeemed for cash or settled one-for-one in Class A common stock. Emala is also entitled to distribution equivalents on these LTIP Units, whether or not vested.
Bluerock Homes Trust, Inc. reported that President Jordan B. Ruddy received a grant of 32,156 LTIP Units in Bluerock Residential Holdings, LP, the company’s operating partnership, as part of his annual equity incentive compensation.
The LTIP Units will vest ratably on an annual basis over a three-year period from April 1, 2026. Once vested and after reaching capital account equivalency with existing OP Units, they may convert into OP Units that can be redeemed for cash or, at the issuer’s option after a one-year holding period, settled in shares of Class A common stock on a one-for-one basis.
Following this grant, Ruddy directly holds 238,808 LTIP Units and will receive distribution equivalents on these units, whether vested or not, at the same time distributions are paid to Class A common stockholders.
Bluerock Homes Trust, Inc. granted new long-term equity awards tied to 2025 performance. On April 1, 2026, the company issued an aggregate of 108,699 long-term incentive plan units (LTIP Units) in its operating partnership and 84,055 shares of Class A common stock as restricted stock grants.
The awards were allocated among certain members of the manager’s executive team and other personnel as annual long-term equity incentive grants under the Amended and Restated Equity Incentive Plan for Individuals. Both the LTIP Units and restricted shares vest ratably over three years from April 1, 2026.
Once vested and upon capital account equivalency, LTIP Units may convert into operating partnership units, which can be redeemed for cash or, at the company’s option after a one-year holding period, settled in Class A common stock on a one-for-one basis. Holders receive distributions on both LTIP Units and restricted shares from the grant date, whether or not vested.
Bluerock Homes Trust, Inc. is offering up to 14,000,000 shares of Series B Redeemable Preferred Stock at $25.00 per share. The prospectus states the Series B pays cumulative dividends at an annual rate of 7.5%, will be non‑traded and rank senior to the common stock. The issuer estimates net proceeds of approximately $310.63 million from a full primary offering and discloses selling commissions and placement fees that can total up to 10.0% of gross proceeds (FINRA cap). Shares are redeemable at the holder’s option at a $25.00 stated value less a declining redemption fee (12% initially down to 0% after four years); redemptions may be paid in cash or in Class A common stock. The offering is continuous through December 10, 2027 (extendable to December 10, 2028) at the company’s discretion.
Bluerock Homes Trust, Inc. files a Pre-Effective Amendment to its Form S-11 registering a maximum of 14,000,000 shares of Series B Redeemable Preferred Stock at a public offering price of $25.00 per share.
The prospectus shows initial gross proceeds of $350,000,000, estimated net proceeds of approximately $310.63 million, and a cumulative dividend on the Series B at an annual rate of 7.5%. Holders may require redemption at stated value (initially $25.00) subject to a declining redemption fee schedule (12% initially down to 0% after four years). The offering is non‑traded, with no exchange listing anticipated, and the company expects to conduct continuous sales through December 10, 2027, subject to extension.
Bluerock Homes Trust, Inc. updates investors on its leadership, board structure, ownership, compensation programs and related-party arrangements, and incorporates this information into its effective Form S-11 registration statement and 2025 Form 10-K.
The company is externally managed and paid its Manager a $10.5 million base management fee for 2025, plus $4.0 million of operating expense reimbursements and $0.6 million of direct expense reimbursements. Independent directors receive annual cash retainers of $50,000 and equity retainers of $75,000, with additional committee and leadership fees.
As of March 6, 2026, directors and named executive officers collectively beneficially owned 2,959,926 equivalent units of Class A and Class C common stock, OP Units and LTIP Units, representing 22.95% of total vested ownership units, while several institutional holders each owned more than 5% of Class A common stock. The filing also details equity incentive plan capacity, anti‑hedging and pledging policies, a clawback policy, and confirms Grant Thornton LLP as independent auditor with 2025 audit fees of $674,000.
Bluerock Homes Trust, Inc. Chairman and CEO Ramin Kamfar reported an open-market purchase of Class A common stock. He bought 5,707 shares on March 20, 2026 at a weighted average price of $10.97 per share, increasing his direct holdings to 59,224 shares. The trades were executed in multiple lots between $10.57 and $11.00.
Bluerock Homes Trust, Inc. Chairman and CEO Ramin Kamfar reported open-market purchases of a total of 25,798 shares of Class A common stock. He bought 22,727 shares on March 18, 2026 at a weighted average price of $10.97 per share and 3,071 shares on March 19, 2026 at a weighted average price of $10.68 per share.
After these transactions, Kamfar directly owns 53,517 shares. Each purchase was executed in multiple trades within disclosed price ranges, with the reported prices representing weighted averages for those trades.