BSR Real Estate Investment Trust (BSRTF)
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2 REITs With Big Buybacks
Share buybacks do not always move the needle. But some REITs are aggressively selling assets to fund large buybacks. These REITs are creating a lot of value that could lead to significant upside over the coming years.
BSR REIT: Attractively Valued Ahead Of Q3 2025 Earnings
BSR Real Estate Investment Trust is a residential REIT focused on the Texas Triangle, with the remaining assets allocated to Oklahoma and Arkansas. I estimate that recent acquisitions should have a marginally negative effect on AFFO, driven by marginal debt costs above going-in cap rates. Even so, the company remains attractively valued from an AFFO multiple and market-implied rate basis.
3 REITs To Buy The Dip In
Investors commonly overreact to short-term news. This can lead to great long-term buying opportunities. I present 3 great opportunities to buy the dip.
BSR Real Estate Investment Trust (BSRTF) Q2 2025 Earnings Call Transcript
BSR Real Estate Investment Trust (OTCPK:BSRTF) Q2 2025 Earnings Conference Call August 7, 2025 12:00 PM ET Company Participants Daniel M. Oberste - President, CEO & Non-Independent Trustee Susan Rosenbaum Koehn - Chief Operating Officer Thomas Cirbus - Chief Financial Officer & Secretary Conference Call Participants Bradley Sturges - Raymond James Ltd.
BSR REIT: Elevated Portfolio Activity Clouds Outlook
BSR Real Estate Investment Trust is a residential REIT focused on the Sun Belt, particularly the Texas Triangle. Q1 2025 was characterized by significant portfolio disposals at book value, making the current ~20% NAV discount attractive. The portfolio returned to growth in Q2 2025 with a $141 million acquisition, strengthening the focus on the Texas Triangle.
BSR Real Estate Investment Trust (BSRTF) Q1 2025 Earnings Call Transcript
BSR Real Estate Investment Trust (OTCPK:BSRTF) Q1 2025 Results Conference Call May 8, 2025 12:00 PM ET Company Participants Dan Oberste - President and Chief Executive of BSR Tom Cirbus - Chief Financial Officer Susie Rosenbaum - Chief Operating officer Conference Call Participants Jonathan Kelcher - TD Cowen Jimmy Shan - RBC Capital Market Matt Kornack - National Bank Financial Dean Wilkinson - CIBC Operator Good afternoon. My name is Chloe and I will be your conference coordinator today.
BSR REIT: A 4.6% Dividend Yield From Collapsing Texas Apartment Rents
BSR REIT offers a 4.6% dividend yield that's barely above long-term US Treasury yields despite a portfolio exposed to one of the highest-risk US multifamily markets. Rents in Texas are falling and are set to continue to dip due to historic oversupply and a possible population growth rate slowdown. The spread over the US 10-year Treasury yield should be larger to compensate for concentrated exposure to one of the most unattractive multifamily markets in the US.
BSR Real Estate Investment Trust (BSRTF) Q4 2024 Earnings Call Transcript
BSR Real Estate Investment Trust (OTCPK:BSRTF) Q4 2024 Results Conference Call March 6, 2025 12:00 PM ET Company Participants Dan Oberste - President & CEO Susie Rosenbaum - COO & Interim CFO Conference Call Participants Kyle Stanley - Desjardins Jonathan Kelcher - TD Cowen Brad Sturges - Raymond James Himanshu Gupta - Scotiabank Sairam Srinivas - Cormark Matt Kornack - National Bank Financial Dean Wilkinson - CIBC Operator Good afternoon. My name is Ludy, and I will be your conference coordinator today.
BSR REIT: This Residential Landlord Offers Compelling Value And A 4.4% Yield
BSR REIT offers a compelling value opportunity with a 4.4% distribution yield, despite temporary oversupply in Texas's Sunbelt region. Near-term catalysts include debt repayment, share repurchases, and new property acquisitions, which should boost FFO and AFFO in 2025. Texas's long-term fundamentals, such as affordable housing, employment growth, and no state income tax, make it an attractive market for BSR.
If I Could Only Give You 3 Investments For 2025
Low valuation + catalyst = big profits. Some real estate companies have gotten really cheap recently. I present 3 of my largest holdings going into 2025.
If I Could Only Own 3 Investments For The Next 5 Years
Charlie Munger advocated for having concentrated portfolios. I share what the requirements would be for me to have a highly concentrated portfolio. One of my picks will likely surprise you.
3 Once-In-A-Decade REIT Buying Opportunities
REITs are presenting a historic opportunity. Their valuations are the lowest since the great financial crisis. We present 3 REITs offering significant upside potential.
