Corporate Overview

We are an externally managed real estate investment trust (REIT) formed to assemble a portfolio of infill first-ring suburban single-family rental homes in knowledge-economy and high quality of life growth (“Knowledge/Quality”) markets across the United States, targeting middle-market single-family home renters in the Sunbelt and the West, which we expect should have healthy long-term demand fundamentals for single-family rentals.

Bluerock Homes Advantage

 

We believe that our investment strategy and operating model distinguishes us from other owners, operators, and acquirors of residential real estate investments.

A Capital Structure Built for Alignment and Protection

$1.2B+
Total Asset Value1
$429M
Senior Debt2
$164M
Non-Traded Preferred Stock3
$448M
Equity Base

Ownership

60%
Management Owned

BHM leadership holds significant personal capital through Operating Partnership Units and Long-Term Incentive Plan shares

~90%
Management + Institutional Owned1,4

Combined ownership by BHM management and prestigious institutional investors

Select Prestigious Institutional Shareholders1,4

What This Means for Investors

Icon_Downside-Protection
Downside Protection

A substantial equity base creates a meaningful buffer designed to absorb volatility before impacting preferred investors

Icon_Management-Alignment
Management Alignment

With 66% management ownership, leadership has significant personal capital invested – aligning long-term decision-making with investor outcomes

Icon_Redemption-Safeguard
Redemption Safeguard5

The Series B Safeguard Policy ensures preferred shareholders receive full redemption value — even when exiting through common stock

1 BHM 10-Q for three months ended March 31, 2026
2 Face value of mortgages payable + revolving credit facilities
3 Capital raised as of March 31, 2026
4 Morrow Sodali, Monthly Stock Ownership Report, March 2026. Ownership percentages based on a fully-diluted basis (including any Operating Partnership units) and are subject to change at any time and should not be considered investment advice. Includes BHM officers, directors, and related entities. A significant portion of this equity ownership is held in trusts established by the company’s senior management for estate planning purposes. Includes BHM officers, directors, and related entities. Selected institutional shareholders are subject to change.
5 Under the Company’s new Series B Preferred Stock Redemption Safeguard Policy, should a holder have its Series B Preferred Stock redeemed, either at their option or at the Company’s, and in connection with such redemption receive the Company’s Class A Common Stock, if the shareholder sells such Class A Common Stock within 10 business days at a loss (i.e. a lower price than the closing price per share of Class A Common Stock for the single trading day prior to the date of redemption (the “Aggregate Redemption Value”)), the shareholder can apply to the Company to be made whole, excluding any transaction costs or redemption fees, as applicable.