Highlights
- Market Cap
- $313.87M
- Enterprise Value
- $1.06B
- EPS (TTM)
- -$2.13
- Total Revenue (TTM)
- $144.38M
- Gross Profit (TTM)
- $72.72M
- EBITDA (TTM)
- -$12.51M
- Year Range
- $10.50 - $13.58
- ROA (TTM)
- -4.53%
- ROE (TTM)
- -10.99%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BSR Real Estate Investment Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
BSR Real Estate Investment Trust (HOM-U.TO) has returned -11.54% so far this year and -12.47% over the past 12 months.
BSR Real Estate Investment Trust
- 1D
- 1.01%
- 1M
- -12.10%
- YTD
- -11.54%
- 6M
- -10.41%
- 1Y
- -12.47%
- 3Y*
- -2.92%
- 5Y*
- 3.05%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 18, 2018, HOM-U.TO's average daily return is +0.04%, while the average monthly return is +0.69%. At this rate, your investment would double in approximately 8.4 years.
Historically, 54% of months were positive and 46% were negative. The best month was Aug 2021 with a return of +15.6%, while the worst month was Mar 2020 at -29.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, HOM-U.TO closed higher 49% of trading days. The best single day was Mar 25, 2020 with a return of +8.7%, while the worst single day was Mar 16, 2020 at -16.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.27% | 2.99% | -12.10% | -11.54% | |||||||||
| 2025 | -7.32% | 15.00% | 1.34% | -3.66% | 4.43% | 0.34% | -3.74% | 0.91% | -0.37% | -4.21% | 0.47% | 5.22% | 6.87% |
| 2024 | -1.42% | -3.50% | -1.32% | -3.79% | 10.02% | 3.37% | 4.52% | 7.88% | 5.76% | -8.57% | 3.28% | -8.76% | 5.54% |
| 2023 | 13.46% | -2.83% | -7.05% | -1.80% | -5.07% | 5.07% | 1.18% | -7.29% | -0.40% | -11.46% | 3.74% | 9.10% | -6.03% |
| 2022 | -0.26% | 7.92% | 8.45% | -5.09% | -8.55% | -15.41% | 11.77% | -1.66% | -14.51% | 0.94% | -2.90% | -4.38% | -24.52% |
| 2021 | -0.78% | -4.01% | 3.13% | 0.40% | 14.64% | 5.70% | 5.94% | 15.58% | -1.84% | 8.02% | -1.40% | 5.93% | 62.06% |
Benchmark Metrics
BSR Real Estate Investment Trust has an annualized alpha of 2.03%, beta of 0.50, and R² of 0.11 versus S&P 500 Index. Calculated based on daily prices since May 22, 2018.
- This stock participated in 84.68% of S&P 500 Index downside but only 60.97% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.50 may look defensive, but with R² of 0.11 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R² of 0.11 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 2.03%
- Beta
- 0.50
- R²
- 0.11
- Upside Capture
- 60.97%
- Downside Capture
- 84.68%
Return for Risk
Risk / Return Rank
HOM-U.TO ranks 17 for risk / return — in the bottom 17% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BSR Real Estate Investment Trust (HOM-U.TO) and compare them to a chosen benchmark (S&P 500 Index).
| HOM-U.TO | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.45 | 0.90 | -1.35 |
Sortino ratioReturn per unit of downside risk | -0.49 | 1.39 | -1.87 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.21 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.66 | 1.40 | -2.06 |
Martin ratioReturn relative to average drawdown | -1.57 | 6.61 | -8.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore HOM-U.TO risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
BSR Real Estate Investment Trust provided a 3.40% dividend yield over the last twelve months, with an annual payout of $0.37 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.37 | $0.40 | $0.39 | $0.38 | $0.40 | $0.40 | $0.38 | $0.38 | $0.24 |
Dividend yield | 3.40% | 3.21% | 3.22% | 3.22% | 3.03% | 2.27% | 3.34% | 3.26% | 2.95% |
Monthly Dividends
The table displays the monthly dividend distributions for BSR Real Estate Investment Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.03 | $0.03 | $0.00 | $0.07 | |||||||||
| 2025 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.40 |
| 2024 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.39 |
| 2023 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.38 |
| 2022 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.40 |
| 2021 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.40 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the BSR Real Estate Investment Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BSR Real Estate Investment Trust was 51.81%, occurring on Nov 28, 2023. The portfolio has not yet recovered.
The current BSR Real Estate Investment Trust drawdown is 42.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.81% | Mar 21, 2022 | 425 | Nov 28, 2023 | — | — | — |
| -42.06% | Feb 11, 2020 | 29 | Mar 23, 2020 | 297 | May 28, 2021 | 326 |
| -23.84% | Sep 24, 2018 | 66 | Dec 27, 2018 | 68 | Apr 4, 2019 | 134 |
| -10.19% | Jan 19, 2022 | 6 | Jan 26, 2022 | 10 | Feb 9, 2022 | 16 |
| -9.37% | Nov 29, 2019 | 23 | Jan 3, 2020 | 11 | Jan 20, 2020 | 34 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of BSR Real Estate Investment Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how BSR Real Estate Investment Trust is priced in the market compared to other companies in the REIT - Residential industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for HOM-U.TO relative to other companies in the REIT - Residential industry. Currently, HOM-U.TO has a P/S ratio of 2.3. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for HOM-U.TO in comparison with other companies in the REIT - Residential industry. Currently, HOM-U.TO has a P/B value of 0.5. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |