Feb. 3 at 1:41 PM
$MSFT I published a Deep Value Report on BLUEROCK HOMES TRUST (BHM) because the market is pricing it without doing the only work that matters: cash, claims, and what’s left per share.
This isn’t a “REIT multiple” story. It’s a balance-sheet story with a real asset footprint, a preferred-equity return book, and a real debt schedule.
HERE:https://cundilldeepvalue.substack.com/p/deep-value-report-bluerock-homes
The whole report is built around one question: what is actually left for the Class A common per share under stress, normal conditions, and a better tape.
$MS $WFC $C
