Recent 8-K filings for BHM

• June 8, 2026, 2:27 PM ET other material materiality 0.25 neutral item 2.01item 9.01 ◈ M&A Transactions

  Bluerock Homes sells 24 Ballast portfolio homes for $8.5M

  Disposed of 24 single-family residential units in AZ, CO, WA from Ballast joint venture.

• June 2, 2026, 3:55 PM ET other material materiality 0.25 neutral item 2.01item 9.01

  Bluerock Homes completes 35-unit Golden Pacific portfolio sale for ~$9.0M

  Aggregate sales price ~$9.0M; net proceeds to Bluerock ~$8.1M from 35 single-family units sold Jan-May 2026.

• May 14, 2026, 12:55 PM ET other material materiality 0.25 neutral item 3.02

  Bluerock Homes Trust issues 19,074 C-LTIP Units for Q1 2026 management fee and executive salaries

  Issued 19,074 C-LTIP Units on May 12, 2026, valued at $210,000, as partial payment of Q1 2026 Base Management Fee.

• April 3, 2026, 7:59 PM ET other material materiality 0.30 neutral item 3.02

  Bluerock Homes grants 108,699 LTIP units and 84,055 restricted shares to manager personnel

  Issued 108,699 LTIP units and 84,055 shares of Class A common stock on April 1, 2026.

• March 25, 2026, 7:59 PM ET other material materiality 0.05 neutral item 8.01

  Bluerock Homes Trust discloses executive officers and board bios in routine 8-K

  Executive officers named: CEO R. Ramin Kamfar, President Jordan Ruddy, CFO Christopher Vohs, and others.

• February 20, 2026, 6:59 PM ET other material materiality 0.25 neutral item 3.02

  Bluerock Homes issues 22,252 C-LTIP Units to executives in lieu of cash compensation

  Issued 22,252 C-LTIP Units (value $210,000) to Manager for Q4 2025 base management fee.

• February 19, 2026, 6:59 PM ET other material materiality 0.55 positive item 8.01item 9.01

  Bluerock Homes Trust authorizes $10M share repurchase plan starting March 2026

  Up to $10 million in Class A common stock authorized for repurchase under Rule 10b-18.

• February 17, 2026, 6:59 PM ET other material materiality 0.40 neutral item 8.01item 9.01

  Bluerock Homes Trust sets Series A Preferred estimated value at $25.00+accreted dividends

  Board approved estimated value per share of Series A Preferred Stock at $25.00 plus accreted dividends, based on Sept 30, 2025 data.

• January 5, 2026, 6:59 PM ET other material materiality 0.25 neutral item 3.02

  Bluerock Homes grants 7,824 LTIP units each to four non-employee directors

  7,824 LTIP units granted to each of Elizabeth Harrison, Kamal Jafarnia, I. Bobby Majumder, and Romano Tio for annual retainer equity.

• December 23, 2025, 6:59 PM ET M&A materiality 0.70 neutral item 2.01item 9.01 ◈ M&A Transactions

  Bluerock Homes Trust acquires 264-unit Parkview community in Georgia for $66.6M

  Total purchase price $66.6M for a 264-unit residential community in Stone Mountain, Georgia.

• November 12, 2025, 6:59 PM ET other material materiality 0.25 neutral item 3.02 ◈ Equity Issuances

  Bluerock Homes Trust issues 22,332 C-LTIP Units to executives for Q3 2025 fee

  Issued 22,332 C-LTIP Units on Nov 11, 2025, valued at $210,000, as partial Q3 2025 management fee payment.

• October 3, 2025, 7:59 PM ET leadership materiality 0.40 neutral item 5.02

  Bluerock Homes CSO James Babb to resign effective Dec 31, 2025

  James G. Babb, III notified his resignation as Chief Strategy Officer effective December 31, 2025.

• October 3, 2025, 7:59 PM ET M&A materiality 0.60 neutral item 2.01item 9.01 ◈ M&A Transactions

  Bluerock Homes Trust acquires 361-unit Skytop Apartments in Cincinnati for $88.5M

  Purchase price $88.5M; funded with $13M equity, $57.5M Fannie Mae loan at 4.98% fixed, and $22M from KeyBank credit facility.

• August 20, 2025, 7:59 PM ET other material materiality 0.35 neutral item 3.02

  Bluerock Homes pays Q2 management fee portion with 16,012 C-LTIP Units to CEO and President

  Issued 11,437 C-LTIP Units to CEO Kamfar and 4,575 to President Ruddy on Aug 19, 2025 as partial payment of Q2 2025 base management fee.

• July 8, 2025, 7:59 PM ET other material materiality 0.50 neutral item 9.01

  Bluerock Homes amends 8-K to file Marble Fund financials; $25M investment closed April 25

  Acquired limited partnership interest in Marble Capital Income and Impact Fund for $25M on April 25, 2025.

• July 1, 2025, 7:59 PM ET M&A materiality 0.65 neutral item 9.01

  Bluerock Homes Trust acquires 272-unit Southern Pines Reserve for $56.6M

  Acquired Southern Pines Reserve (272 units) in Aberdeen, NC on April 28, 2025 for $56.6M.

• June 12, 2025, 7:59 PM ET other material materiality 0.55 neutral item 5.02item 5.07item 9.01

  Stockholders approve Amended 2022 Incentive Plans, adding 660K shares to pool

  Stockholders voted to amend 2022 Incentive Plans, increasing aggregate authorized shares to 4,022,109.

• June 4, 2025, 7:59 PM ET other materiality 0.10 neutral item 7.01item 9.01

  Bluerock Homes Trust furnishes investor slide presentation at NAREIT conference

  Presentation dated June 4, 2025 furnished as Exhibit 99.1.

• May 14, 2025, 7:59 PM ET other material materiality 0.35 neutral item 3.02

  Bluerock Homes issues 20,445 C-LTIP units to CEO and President for Q1 compensation

  Issued 14,603 C-LTIP units ($150,000) to CEO R. Ramin Kamfar and 5,842 units ($60,000) to President Jordan Ruddy on May 13, 2025.

• May 1, 2025, 7:59 PM ET M&A materiality 0.60 neutral item 2.01item 9.01 ◈ M&A Transactions ×2

  Bluerock Homes completes $56.6M Hawthorne apartment acquisition and $25M Marble Fund interest

  Acquired 272-unit Hawthorne at the Pines apartment complex in Aberdeen, NC for $56.6M from unaffiliated seller.

• April 24, 2025, 7:59 PM ET other material materiality 0.40 neutral item 3.02

  Bluerock Homes issues 40,944 LTIP Units as annual long-term incentive for manager employees

  Issued 40,944 LTIP Units under 2022 Equity Incentive Plan to certain manager employees and personnel.

• April 17, 2025, 7:59 PM ET other material materiality 0.60 neutral item 2.01item 9.01 ◈ M&A Transactions

  Bluerock Homes sells Indigo Cove and Wayford at Pringle investments for net ~$17.6M

  Disposed preferred equity in Indigo Cove (82-unit SC development) for ~$4.18M net proceeds.

• April 11, 2025, 7:59 PM ET M&A materiality 0.65 neutral item 1.01item 9.01

  Bluerock Homes Trust signs $56.6M agreement to acquire 272-unit apartment complex in Aberdeen, NC

  Purchase price of ~$56.6 million for Hawthorne at the Pines, a 272-unit apartment complex in Aberdeen, North Carolina.

• April 7, 2025, 7:59 PM ET other materiality 0.05 neutral item 8.01

  Bluerock Homes Trust discloses officer/director bios for proxy statement; no changes

  Filing provides biographies of six executive officers and five directors for 2025 proxy statement and S-11 amendment.

• April 7, 2025, 7:59 PM ET other material materiality 0.20 neutral item 3.02

  Bluerock Homes Trust issues 33,087 LTIP units and 112,563 restricted shares as annual equity grants

  Issued 33,087 LTIP units to executive management team and personnel of Bluerock Homes Manager, LLC.

• March 11, 2025, 7:59 PM ET other material materiality 0.25 neutral item 3.02

  Bluerock Homes Trust issues 21,254 C-LTIP units to CEO and President for Q4 2024 compensation

  Issued 21,254 C-LTIP units on March 7, 2025, valued at $244,500, as partial payment of base management fee and salary.

• March 6, 2025, 6:59 PM ET other material materiality 0.55 neutral item 1.01item 8.01item 9.01

  Bluerock Homes Trust authorizes $5M share repurchase plan; amends management fee to cash

  Board approved up to $5.0M repurchase of BHM Class A common stock over one year via open market transactions.

• February 18, 2025, 6:59 PM ET M&A materiality 0.60 neutral item 9.01

  Bluerock Homes completes $92M acquisition of 350-unit Allure at Southpark in Charlotte

  Acquired Allure at Southpark, a 350-unit apartment complex, for $92.0 million on December 6, 2024.

• February 18, 2025, 6:59 PM ET other material materiality 0.55 neutral item 8.01item 9.01

  Bluerock Homes Trust sets estimated value of Series A Preferred Stock at $25.00 plus accreted dividends

  Board approved $25.00/share (plus accreted dividends) based on Kroll appraisal of 20-property portfolio as of Sept 30, 2024.

• February 12, 2025, 6:59 PM ET other material materiality 0.50 neutral item 8.01item 9.01

  Bluerock Homes Trust implements redemption safeguard policy for Series A Preferred Stock

  New policy: if Series A Preferred redeemed for common stock sold at loss within 10 business days, company makes holder whole (excl. transaction costs).

• January 16, 2025, 6:59 PM ET M&A materiality 0.45 neutral item 9.01

  Bluerock files Amira at Westly financials: $10.35M revenue, $1.84M net income in 2023

  Amira at Westly, a 360-unit Tampa apartment complex acquired Oct 31, 2024, had $10.35M revenue and $1.84M net income for FY 2023.

• January 3, 2025, 6:59 PM ET other materiality 0.25 neutral item 3.02

  Bluerock Homes grants 5,405 LTIP units each to four non-employee directors as retainer

  Grants to Elizabeth Harrison, Kamal Jafarnia, I. Bobby Majumder, and Romano Tio.

• December 12, 2024, 6:59 PM ET M&A materiality 0.70 neutral item 2.01item 9.01 ◈ M&A Transactions

  Bluerock Homes Trust completes $92M acquisition of 350-unit Allure at Southpark

  Acquired 350-unit apartment complex in Charlotte, NC for ~$92M on Dec 6, 2024.

• November 26, 2024, 6:59 PM ET M&A materiality 0.75 neutral item 1.01item 9.01

  Bluerock Homes agrees to acquire Allure at Southpark in Charlotte for $92M

  Purchase price of $92M for the 350-unit Allure at Southpark apartment complex in Charlotte, NC.

• November 14, 2024, 6:59 PM ET M&A materiality 0.55 neutral item 2.01item 9.01

  Bluerock Homes acquires 294-unit Houston community for $41.2M

  Acquired Villas at Huffmeister via 95%-owned JV; total purchase price ~$41.2M inclusive of $3.1M debt fair value reduction.

• November 13, 2024, 6:59 PM ET other material materiality 0.50 neutral item 3.02

  Bluerock Homes Trust issues 83,564 C-LTIP Units to Manager, CEO, President for Q3 2024 fees

  83,564 C-LTIP Units issued on Nov 12, 2024 as partial payment of Q3 2024 Base Management Fee ($1,188,439 value).

• November 6, 2024, 6:59 PM ET M&A materiality 0.65 neutral item 2.01item 9.01

  Bluerock Homes Trust acquires 408-unit Tampa apartment complex for $103M

  Acquired Amira at Westly in Tampa, FL for ~$103.0 million from an unaffiliated seller.

• August 12, 2024, 7:59 PM ET other material materiality 0.25 neutral item 3.02

  Bluerock Homes issues 58,390 C-LTIP Units to manager and executives for Q2 2024 fee

  Issued 58,390 C-LTIP Units in partial payment of Q2 2024 base management fee, valued at $1,086,479.

• June 14, 2024, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Bluerock Homes Trust reports annual meeting voting results; all director nominees elected

  All five director nominees elected: R. Ramin Kamfar, I. Bobby Majumder, Romano Tio, Elizabeth Harrison, Kamal Jafarnia.

• June 3, 2024, 7:59 PM ET other materiality 0.05 neutral item 7.01item 9.01

  Bluerock Homes presents single-family rental opportunity at NAREIT conference; no material news

  Company provided a slide presentation on the single-family rental market to investment professionals on June 3, 2024.

• May 15, 2024, 7:59 PM ET other materiality 0.40 neutral item 3.02

  Bluerock Homes issues 60,080 C-LTIP Units to Manager and executives for Q1 base management fee

  60,080 C-LTIP Units issued on May 14, 2024 to pay $1,035,278 portion of Q1 2024 Base Management Fee.

• May 7, 2024, 7:59 PM ET dividend materiality 0.40 neutral item 8.01item 9.01

  Bluerock Homes Trust enhances Series A Preferred dividend to SOFR+2% with 6.5%-8.5% cap

  New dividend formula: 1-month SOFR plus 2%, subject to 6.5% min and 8.5% max annual rate, paid monthly.

• May 2, 2024, 7:59 PM ET other material materiality 0.30 neutral item 3.02

  Bluerock Homes grants 101,789 LTIP units and 10,435 restricted shares to manager employees

  101,789 LTIP units issued to executive management of Manager; each unit tracks common stock economics.

• April 5, 2024, 7:59 PM ET other material materiality 0.30 neutral item 3.02

  Bluerock Homes Trust issues 66,846 restricted shares as annual incentive grants to employees

  Issued 66,846 restricted shares of Class A Common Stock on April 1, 2024 under the 2022 Equity Incentive Plan.

• February 23, 2024, 6:59 PM ET other materiality 0.40 neutral item 3.02

  Issues 246,804 C-LTIP units for Q4 2023 management fee and expense reimbursement

  Q4 2023 base management fee paid with 151,600 C-LTIP units valued at $2,047,495.

• February 22, 2024, 6:59 PM ET other material materiality 0.50 neutral item 8.01item 9.01

  Bluerock Homes Trust authorizes $5M share repurchase plan over one year

  Board approved plan to repurchase up to $5M of Class A common stock (BHM).

• February 14, 2024, 6:59 PM ET other material materiality 0.40 neutral item 8.01item 9.01

  Bluerock Homes Trust sets estimated value per share of Series A Preferred Stock at $25.00 plus accreted dividends

  Estimated value per share of Series A Preferred Stock is $25.00 plus accreted dividends as of September 30, 2023.

• January 10, 2024, 6:59 PM ET other materiality 0.10 neutral item 3.02

  Bluerock Homes Trust grants LTIP Units to four non-employee directors as retainer payment

  Each of four directors (Harrison, Jafarnia, Majumder, Tio) received 5,185 LTIP units.

• December 27, 2023, 6:59 PM ET dividend materiality 0.40 neutral item 8.01item 9.01

  Bluerock Homes Trust declares $1.00 special common dividend and enhances preferred dividend

  Special cash dividend of $1.00 per share on Class A and Class C common stock to satisfy 2023 REIT distribution requirements.

• November 15, 2023, 6:59 PM ET other material materiality 0.35 neutral item 3.02

  Bluerock Homes Trust issues 169,979 C-LTIP units to manager and executives for Q3 fees

  142,144 C-LTIP units issued for $1,992,847 base management fee; 13,160 to CEO Kamfar, 4,280 to President Ruddy for salary.

Materiality & sentiment trend

Max materiality 0.75 · Median 0.40 · Most common event other_material

1 positive 0 negative 49 neutral

source · BHM on sec.gov