Welcome to our dedicated page for Bluerock Homes Trust SEC filings (Ticker: BHM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Bluerock Homes Trust, Inc. (BHM) SEC filings page brings together the company’s regulatory disclosures as a residential real estate investment trust (REIT) listed on the NYSE American. As an emerging growth company incorporated in Maryland, BHM files current reports, financial statements, and transaction-related documents that explain how it builds and finances its portfolio of single-family rentals, build-to-rent communities, and other residential properties.
Through its Forms 8-K and 8-K/A, Bluerock Homes Trust reports material events and acquisitions, such as the purchases of Southern Pines Reserve in Aberdeen, North Carolina, District at Parkview in Stone Mountain, Georgia, and Skytop Apartments in Cincinnati, Ohio. These filings often include descriptions of purchase structures, the use of Delaware statutory trusts, senior mortgage loans held by Fannie Mae, and borrowings under revolving credit facilities, as well as Rule 3-14 financial statements of revenues and certain operating expenses for acquired properties.
Filings also detail capital structure and equity activity. BHM discloses unregistered sales of equity securities, including long-term incentive plan units (C-LTIP Units and LTIP Units) of its operating partnership issued to its external manager, executives, and non-employee directors as part of base management fee arrangements or director compensation. These documents explain how such units may convert into operating partnership units and, subject to conditions and holding periods, into shares of Class A common stock, and how distribution equivalents are paid when common stock distributions are made.
Investors can review how Bluerock Homes Trust reports on its preferred stock and dividend practices. The company’s filings and related tax reporting information describe the 6.0% Series A Redeemable Preferred Stock, associated regular and special dividends, and the classification of distributions among ordinary income, capital gains, and return of capital for federal income tax purposes. Additional disclosures cover the Series A Preferred Stock Redemption Safeguard Policy and the authorization of a share repurchase plan for Class A common stock.
For broader financial context, BHM’s SEC documents include pro forma condensed consolidated financial statements that reflect the impact of significant acquisitions and investments, such as the Marble Capital Income and Impact Fund, LP limited partnership interest. These pro forma statements help readers understand how new investments and property acquisitions might affect the company’s balance sheet and results of operations. With real-time access to these filings and AI-powered summaries that highlight key items—such as acquisition terms, financing structures, equity issuances, and dividend-related disclosures—this page offers a structured way to analyze Bluerock Homes Trust’s regulatory reporting and capital decisions.
Bluerock Homes Trust, Inc. Chief Investment Officer Ryan S. MacDonald received a grant of 9,511 LTIP Units in Bluerock Residential Holdings, LP on April 1, 2026 as part of his annual equity incentive compensation.
The LTIP Units will vest in equal installments over a three-year period starting April 1, 2026. Once vested and after achieving capital account equivalency, they may convert into OP Units and can then be redeemed for cash or, at the issuer’s option after a one-year holding period, settled in shares of Class A common stock on a one-for-one basis. Following this grant, MacDonald directly holds 116,492 LTIP Units and is entitled to distribution equivalents on these units, whether or not vested.
Bluerock Homes Trust, Inc. reported that CFO and Treasurer Christopher J. Vohs received a grant of 4,529 long-term incentive plan units (LTIP Units) in Bluerock Residential Holdings, LP, the company’s operating partnership. Following this award, he holds 38,870 LTIP Units directly.
The LTIP Units were issued as part of his annual equity incentive award for services to Bluerock Homes Manager, LLC and will vest in equal installments over three years starting on April 1, 2026. Once vested and after reaching capital account equivalency, the LTIP Units may convert into OP Units and then be redeemed for cash or, at the issuer’s option after a one-year holding period, settled in shares of Class A common stock on a one-for-one basis. He is entitled to distribution equivalents on these units, whether or not vested.
Bluerock Homes Trust, Inc. reported that Executive VP, Operations Michael DiFranco received a grant of 4,529 long-term incentive plan units (LTIP Units) in Bluerock Residential Holdings, LP, the company’s operating partnership. The award is part of his annual equity incentive compensation and was issued at a grant price of $0.00 per unit.
These LTIP Units vest in equal annual installments over three years starting on April 1, 2026. Once vested and after reaching capital account equivalency, they may convert into operating partnership units (OP Units) and then be redeemed for cash or, at the issuer’s option after a one-year holding period, settled in Class A common stock on a one-for-one basis. Following this grant, DiFranco holds 49,549 LTIP Units directly and is entitled to receive distribution equivalents on these units, whether or not vested, at the same time distributions are paid on the Class A common stock.
Bluerock Homes Trust, Inc. reported a compensation-related equity grant to an executive. On April 1, 2026, Chief Legal Officer and Secretary of Bluerock Homes Manager, LLC, Jason Emala, received a grant of 7,247 LTIP Units in Bluerock Residential Holdings, LP, the operating partnership of which Bluerock Homes Trust is the general partner.
The LTIP Units were issued at the direction of the external Manager to satisfy an annual equity incentive award obligation owed by its affiliate, Bluerock Real Estate Holdings, LLC, for services provided by Emala to the Manager. Following this award, Emala holds 40,783 LTIP Units directly.
These LTIP Units vest ratably each year over a three-year period starting on April 1, 2026. Once vested and after achieving capital account equivalency, the LTIP Units may convert into OP Units and then, after a one-year holding period including time as LTIP Units, may be redeemed for cash or settled one-for-one in Class A common stock. Emala is also entitled to distribution equivalents on these LTIP Units, whether or not vested.
Bluerock Homes Trust, Inc. reported that President Jordan B. Ruddy received a grant of 32,156 LTIP Units in Bluerock Residential Holdings, LP, the company’s operating partnership, as part of his annual equity incentive compensation.
The LTIP Units will vest ratably on an annual basis over a three-year period from April 1, 2026. Once vested and after reaching capital account equivalency with existing OP Units, they may convert into OP Units that can be redeemed for cash or, at the issuer’s option after a one-year holding period, settled in shares of Class A common stock on a one-for-one basis.
Following this grant, Ruddy directly holds 238,808 LTIP Units and will receive distribution equivalents on these units, whether vested or not, at the same time distributions are paid to Class A common stockholders.
Bluerock Homes Trust, Inc. granted new long-term equity awards tied to 2025 performance. On April 1, 2026, the company issued an aggregate of 108,699 long-term incentive plan units (LTIP Units) in its operating partnership and 84,055 shares of Class A common stock as restricted stock grants.
The awards were allocated among certain members of the manager’s executive team and other personnel as annual long-term equity incentive grants under the Amended and Restated Equity Incentive Plan for Individuals. Both the LTIP Units and restricted shares vest ratably over three years from April 1, 2026.
Once vested and upon capital account equivalency, LTIP Units may convert into operating partnership units, which can be redeemed for cash or, at the company’s option after a one-year holding period, settled in Class A common stock on a one-for-one basis. Holders receive distributions on both LTIP Units and restricted shares from the grant date, whether or not vested.
Bluerock Homes Trust, Inc. is offering up to 14,000,000 shares of Series B Redeemable Preferred Stock at $25.00 per share. The prospectus states the Series B pays cumulative dividends at an annual rate of 7.5%, will be non‑traded and rank senior to the common stock. The issuer estimates net proceeds of approximately $310.63 million from a full primary offering and discloses selling commissions and placement fees that can total up to 10.0% of gross proceeds (FINRA cap). Shares are redeemable at the holder’s option at a $25.00 stated value less a declining redemption fee (12% initially down to 0% after four years); redemptions may be paid in cash or in Class A common stock. The offering is continuous through December 10, 2027 (extendable to December 10, 2028) at the company’s discretion.
Bluerock Homes Trust, Inc. files a Pre-Effective Amendment to its Form S-11 registering a maximum of 14,000,000 shares of Series B Redeemable Preferred Stock at a public offering price of $25.00 per share.
The prospectus shows initial gross proceeds of $350,000,000, estimated net proceeds of approximately $310.63 million, and a cumulative dividend on the Series B at an annual rate of 7.5%. Holders may require redemption at stated value (initially $25.00) subject to a declining redemption fee schedule (12% initially down to 0% after four years). The offering is non‑traded, with no exchange listing anticipated, and the company expects to conduct continuous sales through December 10, 2027, subject to extension.
Bluerock Homes Trust, Inc. updates investors on its leadership, board structure, ownership, compensation programs and related-party arrangements, and incorporates this information into its effective Form S-11 registration statement and 2025 Form 10-K.
The company is externally managed and paid its Manager a $10.5 million base management fee for 2025, plus $4.0 million of operating expense reimbursements and $0.6 million of direct expense reimbursements. Independent directors receive annual cash retainers of $50,000 and equity retainers of $75,000, with additional committee and leadership fees.
As of March 6, 2026, directors and named executive officers collectively beneficially owned 2,959,926 equivalent units of Class A and Class C common stock, OP Units and LTIP Units, representing 22.95% of total vested ownership units, while several institutional holders each owned more than 5% of Class A common stock. The filing also details equity incentive plan capacity, anti‑hedging and pledging policies, a clawback policy, and confirms Grant Thornton LLP as independent auditor with 2025 audit fees of $674,000.