Jordan Ruddy
Jordan Ruddy resigned from the Board
Highest-materiality recent filing
Bluerock Homes completes sale of 21 Ballast units for ~$7.1M gross, $6.4M net proceeds
Sold 21 single-family residential units in Ballast portfolio for ~$7.1M aggregate price, netting ~$6.4M to Company.
Bluerock Homes completes sale of 26 Golden Pacific units for $7.2M
Sold 26 single-family units in Golden Pacific portfolio between May 28-Aug 7, 2026 for ~$7.2M aggregate.
On Aug 7, 2026, Board approved Third Amendment to Management Agreement with external manager Bluerock Homes Manager, LLC.
Bluerock Homes Trust annual meeting elects five directors, ratifies auditor
All five nominees (Kamfar, Majumder, Tio, Harrison, Jafarnia) elected with 1.36M-1.49M votes for each.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Bluerock Homes Trust furnishes investor slide presentation at NAREIT conference
Presentation dated June 4, 2025 furnished as Exhibit 99.1.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Board approved $25.00/share (plus accreted dividends) based on Kroll appraisal of 20-property portfolio as of Sept 30, 2024.
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).
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
Jordan Ruddy resigned from the Board
James G. Babb, III Chief Strategy Officer
Jason Emala Chief Legal Officer and Secretary
R. Ramin Kamfar was appointed Chairman of the Board.
Michael DiFranco Executive Vice President, Operations
Jordan B. Ruddy President
Christopher J. Vohs Chief Financial Officer and Treasurer
I. Bobby Majumder was appointed to the Board
Romano Tio ... was appointed to the Board
Ryan S. MacDonald Chief Investment Officer
R. Ramin Kamfar Chief Executive Officer
Max materiality 0.75 · Median 0.40 · Most common event other_material