Bluerock Homes Trust (BHM) Invested Capital (2021 - 2026)
Bluerock Homes Trust's Invested Capital came in at $969.69 million for Q3 2026, up 5.5% from $918.97 million a year earlier and up 1.1% from the prior quarter.
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Analysis
Bluerock Homes Trust (BHM) Invested Capital (2021 - 2026) Analysis & Trends
For FY2025, Bluerock Homes Trust's Invested Capital was $978.12 million, up 16.4% from FY2024.
- Invested Capital carries a four-year compound annual growth rate of 16.8% (FY2021 to FY2025).
- Going back by year, Invested Capital was $840.52 million in FY2024 (+31.9%), $637.27 million in FY2023 (-1.2%), $645.18 million in FY2022 (+22.9%) and $524.98 million in FY2021.
- The five-year range for quarterly Invested Capital is $524.98 million (Q4 2021) to $978.12 million (Q4 2025).
- Year-over-year, Invested Capital has increased for 11 consecutive quarters, with growth averaging 19.5% over the last eight quarters.
- The fastest year-over-year change in Invested Capital over five years came in Q4 2024 (growth of 31.9%), and the weakest in Q3 2023 (a decline of 11.7%).
- Business Quant data shows BHM's Invested Capital at $958.77 million (Q2 2026), $962.12 million (Q1 2026) and $978.12 million (Q4 2025) in the three quarters before Q3 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 179.36 Bn | 166.43 Bn | 1.47 Bn | 65.35 Bn |
| 2 | Prologis | 122.34 Bn | 120.73 Bn | - | 97.17 Bn |
| 3 | Simon Property | 79.95 Bn | 78.05 Bn | - | 33.56 Bn |
| 4 | Public Storage | 62.14 Bn | 61.58 Bn | 112.08 Mn | 27.21 Bn |
| 5 | Realty Income | 55.95 Bn | 57.33 Bn | - | 73.36 Bn |
| 6 | Ventas | 47.02 Bn | 46.18 Bn | -3.39 Bn | 28.30 Bn |
| 7 | Ryman Hospitality Properties | 46.62 Bn | 45.46 Bn | 266.41 Mn | 6.07 Bn |
| 8 | Vivmark Residential | 37.34 Bn | 37.09 Bn | - | 55.46 Bn |
| 9 | Extra Space Storage | 33.12 Bn | 32.90 Bn | 650.96 Mn | 27.17 Bn |
| 10 | Bluerock Homes Trust | 30.75 Mn | -230.30 Mn | - | 969.69 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 969.69 Mn |
| Jun 30, 2026 | 958.77 Mn |
| Mar 31, 2026 | 962.12 Mn |
| Dec 31, 2025 | 978.12 Mn |
| Sep 30, 2025 | 918.97 Mn |
| Jun 30, 2025 | 828.52 Mn |
| Mar 31, 2025 | 819.68 Mn |
| Dec 31, 2024 | 840.52 Mn |
| Sep 30, 2024 | 697.01 Mn |
| Jun 30, 2024 | 692.74 Mn |
| Mar 31, 2024 | 697.63 Mn |
| Dec 31, 2023 | 637.27 Mn |
| Sep 30, 2023 | 652.71 Mn |
| Jun 30, 2023 | 653.69 Mn |
| Mar 31, 2023 | 631.52 Mn |
| Dec 31, 2022 | 645.18 Mn |
| Sep 30, 2022 | 739.31 Mn |
| Dec 31, 2021 | 524.98 Mn |
API Access
Bluerock Homes Trust Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=BHM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "BHM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=BHM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();