3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Bluerock Homes Trust's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was -3.42%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Bluerock Homes Trust's 3-Year ROIIC % or its related term are showing as below:
BHM's 3-Year ROIIC % is ranked worse than 80.43% of 695
companies
in the REITs industry
Industry Median: 3.49
vs BHM: -3.42
Bluerock Homes Trust (AMEX:BHM) 3-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Bluerock Homes Trust 3-Year ROIIC % Related Terms
Bluerock Homes Trust 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Bluerock Homes Trust's 3-Year ROIIC % 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.
BHM vs CLPR, MRTI, ELME: 3-Year ROIIC % Comparison
For the REIT - Residential subindustry, Bluerock Homes Trust's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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.
Bluerock Homes Trust 3-Year ROIIC % vs REITs Industry
For the REITs industry and Real Estate sector, Bluerock Homes Trust's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Bluerock Homes Trust's 3-Year ROIIC % falls into.
Bluerock Homes Trust's 3-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:
3-Year ROIIC %
=
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( -20.917 (Dec. 2025) - -9.38 (Dec. 2022) )
/
( 950.785 (Dec. 2025) - 613.415 (Dec. 2022) )
=
-11.537
/
337.37
=
-3.42%***
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Bluerock Homes Trust (BHM) has a 3-Year ROIIC % of -3.42 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Bluerock Homes Trust and its competitors. According to the industry distribution chart, Bluerock Homes Trust ranks #559 out of 695 companies in the REITs industry, placing it in the top 80.4%.
Is Bluerock Homes Trust's 3-Year ROIIC % too high?
Bluerock Homes Trust's current 3-Year ROIIC % is -3.42. Based on the distribution chart, Bluerock Homes Trust ranks #559 out of 695 companies in the REITs industry, which is in the bottom quartile relative to peers. Overall, Bluerock Homes Trust has a GF Score™ of 65/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Bluerock Homes Trust's 3-Year ROIIC % compare to CLPR and MRTI?
According to the REITs industry distribution chart, Bluerock Homes Trust ranks #559 out of 695 companies for 3-Year ROIIC %. This places Bluerock Homes Trust in the lower half of its industry. The industry median 3-Year ROIIC % is 3.49. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for a REITs company?
The median 3-Year ROIIC % among REITs companies is 3.49, based on 695 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Bluerock Homes Trust and its competitors. For the REITs industry, the median 3-Year ROIIC % is 3.49 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Bluerock Homes Trust's current 3-Year ROIIC % is -3.42. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bluerock Homes Trust stock overvalued right now?
Based on GuruFocus' analysis, Bluerock Homes Trust (BHM) is currently considered Possible Value Trap. The stock's GF Value™ is $23.21, compared to a current price of $9.09 — trading 60.8% below its estimated fair value. The current 3-Year ROIIC % is -3.42. Bluerock Homes Trust's overall GF Score™ is 65/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Bluerock Homes Trust (BHM), the current 3-Year ROIIC % is -3.42 as of Dec. 2025. 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 Bluerock Homes Trust (BHM) Overvalued in 2026?
Based on GuruFocus' analysis, Bluerock Homes Trust stock appears to be undervalued.
The current stock price of $9.09 is trading 60.8% below its estimated GF Value™ of $23.21.
GuruFocus considers Bluerock Homes Trust to be Possible Value Trap.
Key valuation signals for BHM:
3-Year ROIIC %: -3.42
GF Value™: $23.21 vs. price of $9.09 (60.8% below fair value)
No single metric tells the full story. See the BHM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Bluerock Homes Trust Inc owns and operates a portfolio of institutional residential properties including single-family homes, build-to-rent communities, and other residential communities located in attractive markets with a focus on the knowledge-economy and high-quality of life growth markets of the Sunbelt and Western United States. The company's principal objective is to generate attractive risk-adjusted returns on investments where it believes it can drive growth in funds from operations and net asset value by acquiring residential units, developing residential communities, and through value-add renovations. The company has two reportable segments, consisting of Residential Communities, which derives maximum revenue; and Scattered Single-family homes.
65GF Score
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