BSRTF (BSR Real Estate Investment Trust) 3-Year ROIIC % : 1.80% (As of Dec. 2025) — 13% Below Median

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BSRTF BSR Real Estate Investment Trust BSRTF
60 GF Score
Price $11.99
GF Value $10.31
Valuation Modestly Overvalued
! 11 Warning Signs
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What is BSR Real Estate Investment Trust 3-Year ROIIC %?

BSR Real Estate Investment Trust BSRTF +0.33% 60 3-Year ROIIC % is 1.80 as of Dec. 2025, which is 13% below its 10-year median of 2.06. GuruFocus rates BSRTF with a GF Score™ of 60/100 and a GF Value™ of $10.31 (Modestly Overvalued). The stock has 11 warning signs investors should review. Among 692 REITs companies, BSR Real Estate Investment Trust ranks worse than 60.84% on this metric.

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. BSR Real Estate Investment Trust's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 1.80%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for BSR Real Estate Investment Trust's 3-Year ROIIC % or its related term are showing as below:

BSRTF's 3-Year ROIIC % is ranked worse than
60.84% of 692 companies
in the REITs industry
Industry Median: 3.555 vs BSRTF: 1.80

BSR Real Estate Investment Trust  (OTCPK:BSRTF) 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.


BSR Real Estate Investment Trust 3-Year ROIIC % Related Terms


BSR Real Estate Investment Trust 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for BSR Real Estate Investment 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.

BSR Real Estate Investment Trust 3-Year ROIIC % Chart

BSR Real Estate Investment Trust Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC %
Get a 7-Day Free Trial 2.06 1.84 3.08 17.35 1.80

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
3-Year ROIIC % 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 0.00 0.00 0.00 1.80 0.00

BSRTF vs AVB, EQR, ESS: 3-Year ROIIC % Comparison

For the REIT - Residential subindustry, BSR Real Estate Investment 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.


BSR Real Estate Investment Trust 3-Year ROIIC % vs REITs Industry

For the REITs industry and Real Estate sector, BSR Real Estate Investment Trust's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where BSR Real Estate Investment Trust's 3-Year ROIIC % falls into.


BSRTF
60GF Score
BSR Real Estate Investment Trust BSRTF
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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BSR Real Estate Investment Trust 3-Year ROIIC % Calculation

BSR Real Estate Investment 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**
=( 60.422 (Dec. 2025) - 75.941 (Dec. 2022) )/( 1482.225 (Dec. 2025) - 2344.043 (Dec. 2022) )
=-15.519/-861.818
=1.80%***

* 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.

Frequently Asked Questions Learn more about 3-Year ROIIC % →
What does a 3-Year ROIIC % of 1.80 mean?
BSR Real Estate Investment Trust (BSRTF) has a 3-Year ROIIC % of 1.80 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 BSR Real Estate Investment Trust and its competitors. This is 13% below median its historical median of 2.06. Over the past decade, BSR Real Estate Investment Trust's 3-Year ROIIC % has ranged from 1.80 to 17.35. According to the industry distribution chart, BSR Real Estate Investment Trust ranks #421 out of 692 companies in the REITs industry, placing it in the top 60.8%.
Is BSR Real Estate Investment Trust's 3-Year ROIIC % too high?
BSR Real Estate Investment Trust's current 3-Year ROIIC % of 1.80 is 13% below median its 10-year median of 2.06. Over the past 10 years, this metric has ranged from a low of 1.80 to a high of 17.35. The REITs industry median 3-Year ROIIC % is 3.56. BSR Real Estate Investment Trust's value of 1.80 is 49.4% below this industry median. Based on the distribution chart, BSR Real Estate Investment Trust ranks #421 out of 692 companies in the REITs industry, which is below the industry midpoint. Overall, BSR Real Estate Investment Trust has a GF Score™ of 60/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does BSR Real Estate Investment Trust's 3-Year ROIIC % compare to AVB and EQR?
According to the REITs industry distribution chart, BSR Real Estate Investment Trust ranks #421 out of 692 companies for 3-Year ROIIC %. This places BSR Real Estate Investment Trust in the lower half of its industry. The industry median 3-Year ROIIC % is 3.56. BSR Real Estate Investment Trust's value of 1.80 is 49.4% below this benchmark. Historically, BSR Real Estate Investment Trust's own 3-Year ROIIC % has ranged from 1.80 to 17.35 over the past decade. While the company's 10-year median is 2.06 vs. the industry median of 3.56, BSR Real Estate Investment Trust has consistently been below the industry average. 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 3.56, based on 692 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. BSR Real Estate Investment Trust's current 3-Year ROIIC % of 1.80 is 49.4% below the industry median. 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 BSR Real Estate Investment Trust and its competitors. For the REITs industry, the median 3-Year ROIIC % is 3.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BSR Real Estate Investment Trust's current 3-Year ROIIC % is 1.80, which is 13% below median its own 10-year median of 2.06. 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 $10.31, compared to a current price of $11.99 — trading 16.3% above its estimated fair value. The current 3-Year ROIIC % is 1.80, which is 13% below median its 10-year median of 2.06 and 49.4% below the REITs industry median of 3.56. BSR Real Estate Investment Trust's overall GF Score™ is 60/100 with 11 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 BSR Real Estate Investment Trust (BSRTF), the current 3-Year ROIIC % is 1.80 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 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 $11.99 is trading 16.3% above its estimated GF Value™ of $10.31. GuruFocus considers BSR Real Estate Investment Trust to be Modestly Overvalued.

Key valuation signals for BSRTF:

  • 3-Year ROIIC %: 1.80 (13% below median its 10-year median of 2.06)
  • GF Value™: $10.31 vs. price of $11.99 (16.3% above fair value)
  • GF Score™: 60/100 with 11 warning signs
  • Industry Position: 49.4% below the REITs median (#421 of 692)

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.
60GF Score

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

$11.99
Price
$10.31
GF Value