UMH Properties, Inc. (UMH)
NYSEReal EstateReit - ResidentialSnapshot 2026-09-04
$15.950.00%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-09-04
QuarterlyIQ Insights · UMH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue expanding rental home portfolio, increasing occupancy, and boosting home sales revenue to grow overall rental income and community NOI.
Stated as a priority in 3 quarters including 2026-Q1 and 2026-Q2 and a mid-2026 update. Revenue grew from $61.2M in 2025-Q1 to $71.6M in 2026-Q2, a 17% increase over 6 quarters. Net income rose from $2.6M in 2026-Q1 to $4.4M in 2026-Q2. Same property NOI and occupancy improved steadily. Management is delivering consistent growth in rental income, occupancy, and home sales.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Not enough signal yet.
Over the trailing year it converted 14.68x of net income into operating cash flow. Historically, Real Estate names rated robust grew net income 63% of the time over the next year (vs 45% for the rest of the cohort, n=2211).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Increased rental and related income by 9%, sales of manufactured homes by 10%, and same property NOI by 8%.”
“Increased rental and related income by 9%, same property NOI by 7%, and same property occupancy by 110 basis points.”
Continue to provide and tighten normalized Funds From Operations guidance to reflect stable and improving earnings performance.
Management has stated this priority in 3 consecutive quarters including 2025-Q4 through 2026-Q2. Normalized FFO per diluted share was $0.23 in 2026-Q1 and $0.25 in 2026-Q2, showing slight improvement. The guidance range was tightened from $0.97-$1.05 to $0.98-$1.04, reflecting stable earnings. The trajectory is delivering consistent earnings guidance with modest improvement.
“Reiterating guidance range of $0.98 - $1.04 per diluted share for normalized FFO.”
“Tightening guidance range to $0.98-$1.04 per diluted share for normalized FFO.”
“Announced full year 2026 guidance of $0.97 - $1.05 normalized FFO per share.”
Extend and expand unsecured revolving credit facility to support growth initiatives and reduce interest costs.
Stated in 2 disclosures including 2026-Q2 press release and mid-year update. The company increased its unsecured revolving credit facility to $260 million with a $340 million accordion feature, reducing interest costs by 35-40 basis points. This amendment enhances financial flexibility and supports growth initiatives. Management is delivering on this priority with concrete credit facility improvements.
“Amended and extended unsecured revolving credit facility, increasing borrowings and reducing interest costs.”
Acquire value-add communities and expand existing properties to increase occupancy and community value.
Stated in 2 disclosures including a 2026-Q2 press release and a 2026-08-31 announcement. The company secured a $10.2 million Fannie Mae mortgage to fund acquisitions, expansions, and rental homes. Management highlights ongoing investments in value-add communities and expansions to grow the portfolio. The trajectory shows active capital deployment supporting growth.
“Investments in communities, expansions and value-added acquisitions positioned company for growth.”
Grow the number of rental homes and convert inventory to revenue-generating rental homes to drive occupancy and revenue growth.
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
30 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated volatile grew net income 54% of the time over the next year (vs 51% for the rest of the cohort, n=658).
Not investment advice. As of 2026-09-04.