Reading BHM? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track BHM free→Reading BHM? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track BHM free→QuarterlyIQ Insights · BHM
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
COMPLETION OF ACQUISITION OR DISPOSITION OF ASSETS Disposition of Ballast Units Prior to 2026, Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”) entered into a joint venture with an unaffiliated third party to acquire single-family residential units located in Arizona, Colorado, and Washington, collectively known as the Ballast portfolio. The Company holds a 95% interest in the joint venture. During the period of January 1, 2026 through June 2, 2026, the Company completed the…
COMPLETION OF ACQUISITION OR DISPOSITION OF ASSETS Disposition of Golden Pacific Units Prior to 2026, Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”) entered into a joint venture with an unaffiliated third party to acquire single-family residential units located in Indiana, Kansas and Missouri, collectively known as the Golden Pacific portfolio. The Company holds a 97% interest in the joint venture. During the period of January 1, 2026 through May 27, 2026, the Company comp…
UNREGISTERED SALES OF EQUITY SECURITIES Securities for Services Base Management Fee As previously disclosed in the Form 8-K filed with the Securities and Exchange Commission (the “SEC”) on October 6, 2022 by Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), on October 5, 2022, the Company entered into a Management Agreement (as amended by that certain Amendment to Management Agreement dated January 10, 2023 and that certain Second Amendment to Management Agreement dated Febr…
UNREGISTERED SALES OF EQUITY SECURITIES Annual Long-Term Equity Incentive Grants to Certain Employees of Manager On April 1, 2026, Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”) issued an aggregate of 108,699 long-term incentive plan units (“LTIP Units”) in the Company’s operating partnership, Bluerock Residential Holdings, L.P., a Delaware limited partnership (the “Operating Partnership”), pursuant to the Company’s Amended and Restated Equity Incentive Plan for Individual…
OTHER EVENTS On October 8, 2025, Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”) filed a registration statement on Form S-11 (Registration No. 333-290772), which was subsequently declared effective by the Securities and Exchange Commission (the “SEC”) on December 10, 2025 (the “Registration Statement”). On March 12, 2026, the Company filed Post-Effective Amendment No. 1 on Form S-11 to the Registration Statement pursuant to Section 10(a)(3) of the Securities Act of 1933, as…
UNREGISTERED SALES OF EQUITY SECURITIES Securities for Services Base Management Fee As previously disclosed in the Form 8-K filed with the Securities and Exchange Commission (the “SEC”) on October 6, 2022 by Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), on October 5, 2022, the Company entered into a Management Agreement (as amended by that certain Amendment to Management Agreement dated January 10, 2023 and that certain Second Amendment to Management Agreement dated Febr…
OTHER EVENTS On February 10, 2026, the board of directors (the “Board of Directors”) of Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), authorized a new plan for the repurchase, from time to time commencing on March 1, 2026, of up to an aggregate of $10.0 million in shares of the Company’s Class A common stock, par value of $0.01 per share (the “Class A Common Stock”), to be conducted in accordance with the requirements of Rule 10b-18 of the Securities Exchange Act of 1934…
UNREGISTERED SALES OF EQUITY SECURITIES On January 1, 2026, Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”) granted 7,824 long-term incentive plan units (“LTIP Units”) of the Company’s operating partnership, Bluerock Residential Holdings, L.P. (the “Operating Partnership”), to each of Elizabeth Harrison, Kamal Jafarnia, I. Bobby Majumder, and Romano Tio, the non-employee members of the Company’s board of directors, in payment of the equity portion of their respective annual…
COMPLETION OF ACQUISITION OR DISPOSITION OF ASSETS Acquisition of Parkview Property On December 18, 2025, Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), through BHM Parkview Exchange TRS, LLC, a Delaware limited liability company and wholly-owned subsidiary of the Company’s operating partnership, Bluerock Residential Holdings, L.P., a Delaware limited partnership (the “Operating Partnership”), made an investment of approximately $21.3 million in BHM Parkview Investment Co…
UNREGISTERED SALES OF EQUITY SECURITIES Securities for Services Base Management Fee As previously disclosed in the Form 8-K filed with the Securities and Exchange Commission (the “SEC”) on October 6, 2022 by Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), on October 5, 2022, the Company entered into a Management Agreement (as amended by that certain Amendment to Management Agreement dated January 10, 2023 and that certain Second Amendment to Management Agreement dated Febr…
COMPLETION OF ACQUISITION OR DISPOSITION OF ASSETS Acquisition of Skytop Property On September 29, 2025, Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), through BHM DST Acquisitions, LLC, a wholly owned subsidiary of the Company’s operating partnership, Bluerock Residential Holdings, L.P., a Delaware limited partnership (the “Operating Partnership”), entered into an Assignment of Purchase and Sale Contract (the “PSA”) with BHM Skytop Investment Co, LLC, a Delaware limited…
DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS; COMPENSATORY ARRANGEMENTS OF CERTAIN OFFICERS (b) On September 29, 2025, James G. Babb, III, Chief Strategy Officer of Bluerock Homes Trust, Inc. (the “Company”), notified the Company of his intention to resign from his position as Chief Strategy Officer effective December 31, 2025. Mr. Babb’s resignation was a personal decision and was not the result of any disagreement with the Company on any…
UNREGISTERED SALES OF EQUITY SECURITIES Securities for Services Base Management Fee As previously disclosed in the Form 8-K filed with the Securities and Exchange Commission (the “SEC”) on October 6, 2022 by Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), on October 5, 2022, the Company entered into a Management Agreement (as amended by that certain Amendment to Management Agreement dated January 10, 2023 and that certain Second Amendment to Management Agreement dated Febr…
DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS; COMPENSATORY ARRANGEMENTS OF CERTAIN OFFICERS Stockholder Approval of Amended 2022 Incentive Plans (e) Prior to the annual meeting of the stockholders of Bluerock Homes Trust, Inc. (the “Company,” “we,” “us,” or “our”) held on June 11, 2025 (the “Annual Meeting”), the Company had in effect the 2022 Equity Incentive Plan for Individuals (the “2022 Individuals Plan”), and the 2022 Equity Incentiv…
UNREGISTERED SALES OF EQUITY SECURITIES Securities for Services Base Management Fee As previously disclosed in the Form 8-K filed with the Securities and Exchange Commission (the “SEC”) on October 6, 2022 by Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), on October 5, 2022, the Company entered into a Management Agreement (as amended by that certain Amendment to Management Agreement dated January 10, 2023 and that certain Second Amendment to Management Agreement dated Febr…
COMPLETION OF ACQUISITION OR DISPOSITION OF ASSETS Acquisition of Hawthorne Property As previously disclosed in the Form 8-K filed with the Securities and Exchange Commission (the “SEC”) on April 11, 2025 by Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), on April 8, 2025, the Company, through BHM DST Acquisitions, LLC (the “Hawthorne Purchaser”), a Delaware limited liability company and wholly-owned subsidiary of the Company’s operating partnership, Bluerock Residential H…
UNREGISTERED SALES OF EQUITY SECURITIES Annual Long-Term Equity Incentive Grants to Certain Employees of Manager On April 23, 2025, Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”) issued an aggregate of 40,944 long-term incentive plan units (“LTIP Units”) in the Company’s operating partnership, Bluerock Residential Holdings, L.P., a Delaware limited partnership (the “Operating Partnership”), pursuant to the Company’s 2022 Equity Incentive Plan for Individuals (the “Individu…
COMPLETION OF ACQUISITION OR DISPOSITION OF ASSETS The disclosure below describes the disposition of the Company’s preferred equity investments in each of Indigo Cove and Wayford at Pringle. All figures provided below are approximate. On April 11, 2025 Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), through BHM Preferred Holdings TRS, LLC (the “Contributor”), a Delaware limited liability company and wholly-owned subsidiary of the Company’s operating partnership, Bluerock R…
ENTRY INTO MATERIAL DEFINITIVE AGREEMENT Entry into Purchase and Sale Agreement for Acquisition of Hawthorne Property On April 8, 2025, Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), through BHM DST Acquisitions, LLC (the “Purchaser”), a Delaware limited liability company and wholly-owned subsidiary of the Company’s operating partnership, Bluerock Residential Holdings, L.P., a Delaware limited partnership (the “Operating Partnership”), entered into a Purchase and Sale Agr…
OTHER EVENTS On June 26, 2023, Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”) filed a registration statement on Form S-11 (Registration No. 333-269415), which was subsequently declared effective by the Securities and Exchange Commission (the “SEC”) on June 28, 2023 (the “Registration Statement”). On March 25, 2024, the Company filed Post-Effective Amendment No. 1 on Form S-11 to the Registration Statement pursuant to Section 10(a)(3) of the Securities Act of 1933, as amend…
UNREGISTERED SALES OF EQUITY SECURITIES Annual Long-Term Equity Incentive Grants to Certain Employees of Manager On April 1, 2025, Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”) issued an aggregate of 33,087 long-term incentive plan units (“LTIP Units”) in the Company’s operating partnership, Bluerock Residential Holdings, L.P., a Delaware limited partnership (the “Operating Partnership”), pursuant to the Company’s 2022 Equity Incentive Plan for Individuals ( the “Individu…
UNREGISTERED SALES OF EQUITY SECURITIES Securities for Services Base Management Fee As previously disclosed in the Form 8-K filed with the Securities and Exchange Commission (the “SEC”) on October 6, 2022 by Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), on October 5, 2022, the Company entered into a Management Agreement (as amended by that certain Amendment to Management Agreement dated January 10, 2023 and that certain Second Amendment to Management Agreement dated Febr…
ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT As previously disclosed in the Form 8-K filed with the Securities and Exchange Commission (the “SEC”) on October 6, 2022 by Bluerock Homes Trust, Inc., a Maryland corporation (the “Company”), on October 5, 2022, the Company entered into a Management Agreement (the “Original Management Agreement”) with its operating partnership, Bluerock Residential Holdings, L.P., a Delaware limited partnership (the “Operating Partnership”), and its external manager,…
OTHER EVENTS On February 28, 2025, the Board authorized a new plan for the repurchase, from time to time, of up to an aggregate of $5.0 million in shares of the Company’s Class A common stock, par value of $0.01 per share (the “Class A Common Stock”), to be conducted in accordance with the requirements of Rule 10b-18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) and subject to Rule 10b-5 of the Exchange Act. The repurchase plan has a term of one year and may be disco…
General market headlines, full earnings-call transcripts, and macro and sector developments flagged when they directly affect this stock are on the way. Today this tab covers SEC filings.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.