BSR REIT (Toronto Stock Exchange: HOM.U or BSRTF in the US) is a publicly traded owner operator of multifamily properties mainly in Austin, Dallas, and Houston.
Recently our CEO Dan Oberste sat down with @REITs_Nareit's Sarah Borchersen-Keto at the annual REITweek conference in New York to discuss the latest trends in our Sunbelt markets.
https://t.co/3cj19aoR95
"@BSR_REIT owns primarily new-built Class A/B+ garden-style apartment communities with attractive amenities in growing sub-markets, and yet, its average rent is today just $1,500. This represents just about 20% of their tenants' household income, compared to the more typical 35% in gateway markets."
Jussi Askola - Seeking Alpha
https://t.co/CN8Pazornb
"@BSR_REIT has been under pressure due to an oversupplied rentals market. However, given the strong growth in the market, it has nearly absorbed all of that new supply. Consequently, BSR could see a strong rental rate growth in the coming few years."
Robin Brown - The Motley Fool
https://t.co/HQGIbKzbmQ
"Today, @BSR_REIT is priced at an estimated 25% discount based on today's net asset value. But as interest rates are cut down further, even as its rent growth accelerates in 2026/2027, we expect its NAV to surge."
@askjussi - @SeekingAlpha
https://t.co/Zkum8uJ132
"I think that the days of REITs like @BSR_REIT trading at such steep discounts are numbered, and today could be your last chance to buy shares at these levels."
The High Yield Investor - @SeekingAlpha
https://t.co/mNDH22Evb2
"I confirm my Buy rating for BSRTF, respectively, the Canadian listing (TSX:HOM.U). I believe that the company remains attractively valued, with the valuation likely to improve later in 2025β¦"
Ivo Kolchev - @SeekingAlpha
https://t.co/U3ZtHVmn2D
Dan Oberste, CEO of @BSR_REIT (TSX: HOM.U), sat down for a video interview during @REITs_Nareit's REITweek: 2025 Investor Conference in New York City June 2-5.
Oberste discussed shifting market dynamics in the Southern U.S. multifamily housing sector.
https://t.co/uuJll1b6bq
β@BSR has a really solid balance sheet. It just sold off a substantial part of its portfolio at an attractive valuation. Yet, its stock price still trades at a considerable discount to its net asset value.β
@Robbybrown99 - @TheMotleyFoolCA
https://t.co/hgM34N1l11
"...new construction activity has now dropped to a decade-low level as a result of the surge in interest rates and construction costs. Therefore, we know that rent growth is likely to accelerate in the coming years, which should greatly benefit @BSR_REIT 's market sentiment."
@askjussi - @SeekingAlpha
See article here: https://t.co/3mFSu1QTZ9
Congratulations to @BSR_REIT's Asset Manager, Andre Bernard. Not only has he been selected as an @ArkBusiness 40 Under 40 honoree, but he also made it on the cover!
You can read his article here: https://t.co/HQQYTiiWCF
βWe have been arguing for a while that @BSR_REIT's fundamental value is being significantly underpricedβ¦β¦ that undervaluation was recently proven by hard data.β
@askjussi β @SeekingAlpha
https://t.co/mvLzY1cY29