AlphaSituations-Event/Catalyst Driven Research, AlphaSituations

Robert Sassoon

AlphaSituations-Event/Catalyst Driven Research

AlphaSituations

Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%. In January 2022, AlphaSituations was contracted by Water Tower Research, an investor engagement and stakeholder communication platform to provide coverage of Special Situations

Event-Driven

Bluerock Residential Growth / Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/bluerock-residential-growth" target="_blank" data-smartkarma-citation="entities:3654:1" rel="noopener">Bluerock Residential Growth's (BRG US)</a> spin-off of its single-family rentals business, Bluerock Homes (BHM) is set for October 26, 2022</li>
<li>Although this is a delay on the initial target of 2Q 2022, BRG has proved to be a very defensive holding during a period of high market volatility</li>
<li>While financial information on BHM needs to be updated, there does appear to be significant hidden value waiting to be realized post October 6. </li>
</ul>



Bluerock Residential Growth's (BRG US) spin-off of its single-family rentals business, Bluerock Homes (BHM) is set for October 26, 2022
Although this is a delay on the initial target of 2Q 2022, BRG has proved to be a very defensive holding during a period of high market volatility
While financial information on BHM needs to be updated, there does appear to be significant hidden value waiting to be realized post October 6. 


SpinTalk: On The Cusp Of Value Realization As Bluerock Residential Readies Its SFR Business Spin-Off

<ul>
<li>Notwithstanding the 70% plus  <a href="https://www.smartkarma.com/entities/bluerock-residential-growth" target="_blank" data-smartkarma-citation="entities:3654:1" rel="noopener">Bluerock Residential Growth (BRG US)</a> share price rise since deal announcement, there's more juice to be squeezed out of this trade for arbs and fundamental investors</li>
<li>The attractive spin-off element of the transaction is all but ignored in the prevailing <a href="https://www.smartkarma.com/entities/bluerock-residential-growth" target="_blank" data-smartkarma-citation="entities:3654:1" rel="noopener">Bluerock Residential Growth (BRG US) </a>share price</li>
<li>Potential for at least 140% gain for fundamental investors and additional 40% plus IRR for arbs</li>
</ul>


Notwithstanding the 70% plus  Bluerock Residential Growth (BRG US) share price rise since deal announcement, there's more juice to be squeezed out of this trade for arbs and fundamental investors
The attractive spin-off element of the transaction is all but ignored in the prevailing Bluerock Residential Growth (BRG US) share price
Potential for at least 140% gain for fundamental investors and additional 40% plus IRR for arbs


SpinTalk: Why The Blackstone/Bluerock Merger Deal Remains Compelling...And It's Not The Merger

United States

Bluerock Residential Growth REIT, Inc. operates as a real estate investment trust. The Company acquires apartment properties.

Bluerock Residential Growth (BRG US)

SpinTalk: On The Cusp Of Value Realization As Bluerock Residential Readies Its SFR Business Spin-Off

Bluerock Residential Growth spin-off of Bluerock Home Trust is set for October 6, providing the catalyst for the realization of hidden value in its...

Robert Sassoon

SpinTalk: Why The Blackstone/Bluerock Merger Deal Remains Compelling...And It's Not The Merger

There's much more juice to be squeezed out of this trade for both arbs and fundamental investors with the Spin-Off element of this transaction all...

Robert Sassoon