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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 31.4% |
| Our one-year growth estimate | diamond | -1.9% |
Growth built into the price is above our model estimate.
The price assumes 33.3 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 16 industry peers · Company calendar date is not available
UMH — CFO transition
Dated 2026-05-29
Chief Financial Officer (CFO) — Anna T. Chew: Anna T. Chew is retiring from her role as CFO with a named successor.
Why it matters: Narrowing FFO guidance shows management wants to improve forecasts. This can help investor trust.
Supportive ifManagement tightens the FFO guidance range to below $1.00 per share.
Worry ifGuidance remains unchanged or widens beyond the current range of $0.98-$1.04.
Why it matters: Earnings results will show if growth in rental income and occupancy continues. This is key for future performance.
Supportive ifNormalized FFO for Q2 2026 exceeds the tightened guidance of $0.98-$1.04 per share.
Worry ifNormalized FFO is below the guidance range. This shows weaker performance.
Why it matters: High occupancy rates show strong demand. This can lead to more revenue.
Supportive ifSame property occupancy exceeds 90% by the end of Q3 2026.
Worry ifSame property occupancy remains below 89% by the end of Q3 2026.
Why it matters: Continued growth in home sales signals strong demand and can boost revenue. This is vital for long-term performance.
Supportive ifHome sales revenue exceeds $11.4 million in Q3 2026.
Worry ifHome sales revenue falls below $11.4 million in Q3 2026.
Why it matters: Not filling vacant sites may limit revenue growth and efficiency.
Worry ifOccupancy growth from vacant sites is below 3,200 units.
Less concerning ifOccupancy growth from vacant sites is at or above 3,200 units.
Why it matters: More acquisitions can drive growth and stabilize revenue. This is key for long-term success.
Supportive ifManagement says they will finish at least one more acquisition by Q3.
Worry ifNo new acquisitions are announced by the end of Q3.
Why it matters: Growing the rental home portfolio helps revenue and occupancy. This is a key goal for management.
Supportive ifThe rental home portfolio grows by more than 200 homes in Q2.
Worry ifThe rental home portfolio is not growing or is declining. This shows management challenges.
Why it matters: If revenue growth picks up, it could signal a stronger market position for UMH. This would be important as the sector is currently maturing and slowing down.
Supportive ifRevenue growth speeds up to over 7% from last year.
Worry ifRevenue growth remains below 5% year over year.
Why it matters: A new CFO can change financial strategies and improve performance. Investors will want to see early signs of this.
Watch forManagement shares a new financial plan that shows better use of capital.
Also watch forNo changes in financial plans or performance after the CFO change.
Why it matters: This growth rate is key to assessing if UMH can sustain its revenue momentum. A drop would signal potential issues in occupancy or sales.
Worry ifQ3 rental and related income growth is reported below 9%.
Less concerning ifQ3 rental and related income growth exceeds 9%.
Why it matters: A drop in occupancy may show less demand for UMH's properties. This can hurt revenue and profits.
Worry ifOccupancy rate falls below 89%.
Less concerning ifOccupancy rate remains at or above 89%.
Why it matters: Changes in FFO guidance show how confident management is about earnings. A tighter range may mean better control.
Supportive ifNormalized FFO guidance is now between $0.98 and $1.04.
Worry ifNormalized FFO guidance is widened or remains the same.
Why it matters: New acquisitions or expansions can help future growth. They show management wants to grow the portfolio.
Supportive ifNews about new purchases or growth.
Worry ifNo news on new acquisitions or expansions in the next quarter.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$85 on $10,000 · ±0.9% | How much price usually moves either way. |
| Bad day | $176 loss on $10,000 · 1.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,363 loss on $10,000 · 13.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.