KRG vs. HOM-U.TO

Last updated Apr 2, 2026

Compare and contrast key facts about Kite Realty Group Trust (KRG) and BSR Real Estate Investment Trust (HOM-U.TO).

Performance

KRG vs. HOM-U.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kite Realty Group Trust (KRG) and BSR Real Estate Investment Trust (HOM-U.TO). The values are adjusted to include any dividend payments, if applicable.

KRG vs. HOM-U.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
KRG Kite Realty Group Trust	3.69%	-0.20%	15.46%	13.60%	0.80%	50.80%	-20.03%	53.21%	-0.64%
HOM-U.TO BSR Real Estate Investment Trust	-12.23%	6.87%	5.54%	-6.03%	-24.52%	62.06%	0.08%	51.03%	-14.43%

Fundamentals

Market Cap KRG : $5.23B HOM-U.TO : $310.46M
EPS KRG : $1.37 HOM-U.TO : -$2.13
PS Ratio KRG : 6.28 HOM-U.TO : 2.27
PB Ratio KRG : 1.70 HOM-U.TO : 0.53
Total Revenue (TTM) KRG : $847.63M HOM-U.TO : $144.38M
Gross Profit (TTM) KRG : $451.39M HOM-U.TO : $72.72M
EBITDA (TTM) KRG : $809.90M HOM-U.TO : -$12.51M

Returns By Period

In the year-to-date period, KRG achieves a 3.69% return, which is significantly higher than HOM-U.TO's -12.23% return.

KRG

• 1D: -0.57%
• 1M: -6.80%
• YTD: 3.69%
• 6M: 13.43%
• 1Y: 14.97%
• 3Y*: 10.54%
• 5Y*: 9.08%
• 10Y*: 4.17%

HOM-U.TO

• 1D: -1.09%
• 1M: -15.09%
• YTD: -12.23%
• 6M: -11.11%
• 1Y: -14.79%
• 3Y*: -3.17%
• 5Y*: 2.89%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

KRG vs. HOM-U.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KRG

KRG Risk / Return Rank: 62
KRG Sharpe Ratio Rank: 64
KRG Sortino Ratio Rank: 56
KRG Omega Ratio Rank: 54
KRG Calmar Ratio Rank: 63
KRG Martin Ratio Rank: 71

HOM-U.TO

HOM-U.TO Risk / Return Rank: 16
HOM-U.TO Sharpe Ratio Rank: 17
HOM-U.TO Sortino Ratio Rank: 16
HOM-U.TO Omega Ratio Rank: 17
HOM-U.TO Calmar Ratio Rank: 19
HOM-U.TO Martin Ratio Rank: 9

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KRG vs. HOM-U.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kite Realty Group Trust (KRG) and BSR Real Estate Investment Trust (HOM-U.TO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	KRG	HOM-U.TO	Difference
Sharpe ratio Return per unit of total volatility	0.66	-0.54	+1.20
Sortino ratio Return per unit of downside risk	1.08	-0.63	+1.70
Omega ratio Gain probability vs. loss probability	1.13	0.93	+0.21
Calmar ratio Return relative to maximum drawdown	1.06	-0.63	+1.69
Martin ratio Return relative to average drawdown	3.85	-1.49	+5.34
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KRG vs. HOM-U.TO - Sharpe Ratio Comparison

The current KRG Sharpe Ratio is 0.66, which is higher than the HOM-U.TO Sharpe Ratio of -0.54. The chart below compares the historical Sharpe Ratios of KRG and HOM-U.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	KRG	HOM-U.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.66	-0.54	+1.20
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.33	0.10	+0.23
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.11	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.05	0.17	-0.13

Correlation

The correlation between KRG and HOM-U.TO is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

KRG vs. HOM-U.TO - Dividend Comparison

KRG's dividend yield for the trailing twelve months is around 5.10%, more than HOM-U.TO's 3.74% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
KRG Kite Realty Group Trust	5.10%	4.51%	4.00%	4.20%	3.90%	3.12%	3.00%	8.13%	9.01%	6.17%	4.83%	4.16%
HOM-U.TO BSR Real Estate Investment Trust	3.74%	3.21%	3.22%	3.22%	3.03%	2.27%	3.34%	3.26%	2.95%	0.00%	0.00%	0.00%

Drawdowns

KRG vs. HOM-U.TO - Drawdown Comparison

The maximum KRG drawdown since its inception was -88.63%, which is greater than HOM-U.TO's maximum drawdown of -51.81%. Use the drawdown chart below to compare losses from any high point for KRG and HOM-U.TO.

Drawdown Indicators

	KRG	HOM-U.TO	Difference
Max Drawdown Largest peak-to-trough decline	-88.63%	-51.81%	-36.82%
Max Drawdown (1Y) Largest decline over 1 year	-14.57%	-20.84%	+6.27%
Max Drawdown (5Y) Largest decline over 5 years	-29.07%	-51.81%	+22.74%
Max Drawdown (10Y) Largest decline over 10 years	-68.62%	—	—
Current Drawdown Current decline from peak	-18.99%	-42.97%	+23.98%
Average Drawdown Average peak-to-trough decline	-46.27%	-22.52%	-23.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.01%	8.83%	-4.82%

Volatility

KRG vs. HOM-U.TO - Volatility Comparison

The current volatility for Kite Realty Group Trust (KRG) is 4.79%, while BSR Real Estate Investment Trust (HOM-U.TO) has a volatility of 9.76%. This indicates that KRG experiences smaller price fluctuations and is considered to be less risky than HOM-U.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KRG	HOM-U.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.79%	9.76%	-4.97%
Volatility (6M) Calculated over the trailing 6-month period	12.95%	21.12%	-8.17%
Volatility (1Y) Calculated over the trailing 1-year period	22.71%	27.60%	-4.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.33%	28.58%	-1.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.87%	29.43%	+7.44%

Financials

KRG vs. HOM-U.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Kite Realty Group Trust and BSR Real Estate Investment Trust over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

KRG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Kite Realty Group Trust reported a gross profit of -21.49M and revenue of 207.42M. Therefore, the gross margin over that period was -10.4%.

HOM-U.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BSR Real Estate Investment Trust reported a gross profit of 23.35M and revenue of 34.48M. Therefore, the gross margin over that period was 67.7%.

KRG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Kite Realty Group Trust reported an operating income of 48.20M and revenue of 207.42M, resulting in an operating margin of 23.2%.

HOM-U.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BSR Real Estate Investment Trust reported an operating income of 18.43M and revenue of 34.48M, resulting in an operating margin of 53.5%.

KRG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Kite Realty Group Trust reported a net income of 180.82M and revenue of 207.42M, resulting in a net margin of 87.2%.

HOM-U.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BSR Real Estate Investment Trust reported a net income of -3.34M and revenue of 34.48M, resulting in a net margin of -9.7%.