BSRTF (BSR Real Estate Investment Trust) ROIC %: -1.12% (As of Mar. 2026)


BSRTF BSR Real Estate Investment Trust BSRTF
58 GF Score
Price $11.71
GF Value $10.30
Valuation Modestly Overvalued
! 11 Warning Signs
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What is BSR Real Estate Investment Trust ROIC %?

BSR Real Estate Investment Trust BSRTF -1.84% 58 ROIC % is -1.12% as of Mar. 2026. GuruFocus rates BSRTF with a GF Score™ of 58/100 and a GF Value™ of $10.30 (Modestly Overvalued). The stock has 11 warning signs investors should review.

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. BSR Real Estate Investment Trust's annualized return on invested capital (ROIC %) for the quarter that ended in Mar. 2026 was -1.12%.

As of today (2026-06-27), BSR Real Estate Investment Trust's WACC % is 6.33%. BSR Real Estate Investment Trust's ROIC % is 3.69% (calculated using TTM income statement data). BSR Real Estate Investment Trust earns returns that do not match up to its cost of capital. It will destroy value as it grows.


BSR Real Estate Investment Trust  (OTCPK:BSRTF) ROIC % Explanation

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. The reason book values of debt and equity are used is because the book values are the capital the company received when issuing the debt or receiving the equity investments.

There are four key components to this definition. The first is the use of operating income or EBIT rather than net income in the numerator. The second is the tax adjustment to this operating income or EBIT, computed as a hypothetical tax based on an effective or marginal tax rate. The third is the use of book values for invested capital, rather than market values. The final is the timing difference; the capital invested is from the end of the prior year whereas the operating income or EBIT is the current year's number.

Why is ROIC % important?

Because it costs money to raise capital. A firm that generates higher returns on investment than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.

As of today, BSR Real Estate Investment Trust's WACC % is 6.33%. BSR Real Estate Investment Trust's ROIC % is 3.69% (calculated using TTM income statement data). BSR Real Estate Investment Trust earns returns that do not match up to its cost of capital. It will destroy value as it grows.


Be Aware

Like ROE % and ROA %, ROIC % is calculated with only 12 months of data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.


BSR Real Estate Investment Trust ROIC % Related Terms


BSR Real Estate Investment Trust ROIC % Historical Data

* Premium members only.

The historical data trend for BSR Real Estate Investment Trust's ROIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

BSR Real Estate Investment Trust ROIC % Chart

BSR Real Estate Investment Trust Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROIC %
Get a 7-Day Free Trial 3.53 3.55 3.67 3.92 3.38

BSR Real Estate Investment Trust Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -0.46 5.73 5.43 4.38 -1.12

BSRTF vs AVB, EQR, ESS: ROIC % Comparison

For the REIT - Residential subindustry, BSR Real Estate Investment Trust's ROIC %, along with its competitors' market caps and ROIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


BSR Real Estate Investment Trust ROIC % vs REITs Industry

For the REITs industry and Real Estate sector, BSR Real Estate Investment Trust's ROIC % distribution charts can be found below:

* The bar in red indicates where BSR Real Estate Investment Trust's ROIC % falls into.


BSRTF
58GF Score
BSR Real Estate Investment Trust BSRTF
ROIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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BSR Real Estate Investment Trust ROIC % Calculation

BSR Real Estate Investment Trust's annualized Return on Invested Capital (ROIC %) for the fiscal year that ended in Dec. 2025 is calculated as:

ROIC % (A: Dec. 2025 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (A: Dec. 2024 ) + Invested Capital (A: Dec. 2025 ))/ count )
=60.422 * ( 1 - 0% )/( (2092.883 + 1482.225)/ 2 )
=60.422/1787.554
=3.38 %

where

BSR Real Estate Investment Trust's annualized Return on Invested Capital (ROIC %) for the quarter that ended in Mar. 2026 is calculated as:

ROIC % (Q: Mar. 2026 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Dec. 2025 ) + Invested Capital (Q: Mar. 2026 ))/ count )
=-16.484 * ( 1 - 0% )/( (1482.225 + 1457.586)/ 2 )
=-16.484/1469.9055
=-1.12 %

where

Note: The Operating Income data used here is four times the quarterly (Mar. 2026) data. The tax rate is limited to between 0% and 100%.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about ROIC % →
What does a ROIC % of -1.12% mean?
BSR Real Estate Investment Trust (BSRTF) has a ROIC % of -1.12% as of Mar. 2026. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on BSR Real Estate Investment Trust and its competitors.
Is BSR Real Estate Investment Trust's ROIC % too high?
BSR Real Estate Investment Trust's current ROIC % is -1.12%. Overall, BSR Real Estate Investment Trust has a GF Score™ of 58/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does BSR Real Estate Investment Trust's ROIC % compare to AVB and EQR?
BSR Real Estate Investment Trust's ROIC % of -1.12% can be compared against companies in the REITs industry. The industry median ROIC % is 3.74. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROIC % for a REITs company?
The median ROIC % among REITs companies is 3.74, based on 749 companies in the industry. Companies in the top quartile (top 25%) have a ROIC % significantly above this median, while those in the bottom quartile fall well below. However, ROIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROIC % mean?
A high ROIC % can signal that a stock is expensive relative to its fundamentals. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on BSR Real Estate Investment Trust and its competitors. For the REITs industry, the median ROIC % is 3.74 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BSR Real Estate Investment Trust's current ROIC % is -1.12%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BSR Real Estate Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, BSR Real Estate Investment Trust (BSRTF) is currently considered Modestly Overvalued. The stock's GF Value™ is $10.30, compared to a current price of $11.71 — trading 13.7% above its estimated fair value. The current ROIC % is -1.12%. BSR Real Estate Investment Trust's overall GF Score™ is 58/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROIC % calculated?
ROIC % is calculated from a company's financial statements. For BSR Real Estate Investment Trust (BSRTF), the current ROIC % is -1.12% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is BSR Real Estate Investment Trust (BSRTF) Overvalued in 2026?

Based on GuruFocus' analysis, BSR Real Estate Investment Trust stock appears to be overvalued. The current stock price of $11.71 is trading 13.7% above its estimated GF Value™ of $10.30. GuruFocus considers BSR Real Estate Investment Trust to be Modestly Overvalued.

Key valuation signals for BSRTF:

  • ROIC %: -1.12%
  • GF Value™: $10.30 vs. price of $11.71 (13.7% above fair value)
  • GF Score™: 58/100 with 11 warning signs

No single metric tells the full story. See the BSRTF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


BSR Real Estate Investment Trust Business Description

Industry Real EstateREITs
Address 333 Bay Street, Suite 3400, Toronto, ON, CAN, M5H 2S7
BSR Real Estate Investment Trust is an open-ended real estate investment trust. The company's business of the REIT is to acquire and operate multi-family residential rental properties across the United States. It owns multifamily garden-style residential properties located across three bordering states in the Sunbelt region of the United States, which stretches across the South Atlantic and Southwest portions of the United States. The REIT currently operates in Texas, Arkansas and Oklahoma. Its key revenue is generated from the rental income.
58GF Score

Get the complete analysis for BSRTF

ROIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$11.71
Price
$10.30
GF Value