UMH Properties Inc

NYSE:UMH USA REIT - Residential
Market Cap
$1.26 Billion
Market Cap Rank
#6627 Global
#3687 in USA
Share Price
$14.80
Change (1 day)
+0.54%
52-Week Range
$14.12 - $18.82
All Time High
$23.71
About

UMH Properties, Inc., which was organized in 1968, is a public equity REIT that currently owns and operates 145 manufactured home communities, containing approximately 27,000 developed homesites, of which 10,800 contain rental homes, and over 1,000 self-storage units. These communities are located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Maryland, Michigan, Alabama, South … Read more

UMH Properties Inc (UMH) - Net Assets

Latest net assets as of September 2025: $926.41 Million USD

Based on the latest financial reports, UMH Properties Inc (UMH) has net assets worth $926.41 Million USD as of September 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($1.63 Billion) and total liabilities ($703.12 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets $926.41 Million
% of Total Assets 56.85%
Annual Growth Rate 17.69%
5-Year Change 82.52%
10-Year Change 271.96%
Growth Volatility 19.66

UMH Properties Inc - Net Assets Trend (1988–2024)

This chart illustrates how UMH Properties Inc's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for UMH Properties Inc (1988–2024)

The table below shows the annual net assets of UMH Properties Inc from 1988 to 2024.

Year Net Assets Change
2024-12-31 $915.91 Million +29.59%
2023-12-31 $706.79 Million +28.23%
2022-12-31 $551.20 Million -25.73%
2021-12-31 $742.14 Million +47.89%
2020-12-31 $501.81 Million -8.15%
2019-12-31 $546.34 Million +28.64%
2018-12-31 $424.70 Million +0.83%
2017-12-31 $421.22 Million +32.86%
2016-12-31 $317.03 Million +28.75%
2015-12-31 $246.24 Million +17.91%
2014-12-31 $208.83 Million +9.57%
2013-12-31 $190.59 Million +8.92%
2012-12-31 $174.99 Million +65.27%
2011-12-31 $105.88 Million +47.20%
2010-12-31 $71.93 Million +28.51%
2009-12-31 $55.97 Million +25.16%
2008-12-31 $44.72 Million -17.17%
2007-12-31 $54.00 Million -6.32%
2006-12-31 $57.64 Million +5.11%
2005-12-31 $54.84 Million +12.36%
2004-12-31 $48.80 Million +24.82%
2003-12-31 $39.10 Million +31.49%
2002-12-31 $29.74 Million +6.34%
2001-12-31 $27.96 Million +22.44%
2000-12-31 $22.84 Million +6.73%
1999-12-31 $21.40 Million -7.76%
1998-12-31 $23.20 Million +11.54%
1997-12-31 $20.80 Million +26.83%
1996-12-31 $16.40 Million +59.22%
1995-12-31 $10.30 Million +32.05%
1994-12-31 $7.80 Million +23.81%
1993-12-31 $6.30 Million +36.96%
1992-12-31 $4.60 Million +27.78%
1991-12-31 $3.60 Million +24.14%
1990-12-31 $2.90 Million +11.54%
1989-12-31 $2.60 Million 0.00%
1988-12-31 $2.60 Million --

Equity Component Analysis

This analysis shows how different components contribute to UMH Properties Inc's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have decreased by 2516400000.0% over the analyzed period, potentially due to dividend distributions or operating losses.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Common Stock $8.19 Million 0.90%
Other Components $931.20 Million 101.88%
Total Equity $914.03 Million 100.00%

UMH Properties Inc Competitors by Market Cap

The table below lists competitors of UMH Properties Inc ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in UMH Properties Inc's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 704,720,000 to 914,029,000, a change of 209,309,000 (29.7%).
  • Net income of 21,635,000 contributed positively to equity growth.
  • Dividend payments of 78,238,000 reduced retained earnings.
  • Share repurchases of 258,555,000 reduced equity.
  • New share issuances of 255,636,000 increased equity.
  • Other factors increased equity by 268,831,000.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income $21.64 Million +2.37%
Dividends Paid $78.24 Million -8.56%
Share Repurchases $258.56 Million -28.29%
Share Issuances $255.64 Million +27.97%
Other Changes $268.83 Million +29.41%
Total Change $- 29.70%

Book Value vs Market Value Analysis

This analysis compares UMH Properties Inc's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 1.21x
  • The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
  • The price-to-book ratio has decreased from 21.84x to 1.21x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
1988-12-31 $0.68 $14.80 x
1989-12-31 $0.65 $14.80 x
1990-12-31 $0.58 $14.80 x
1991-12-31 $0.84 $14.80 x
1992-12-31 $0.97 $14.80 x
1993-12-31 $1.24 $14.80 x
1994-12-31 $1.47 $14.80 x
1995-12-31 $1.77 $14.80 x
1996-12-31 $2.66 $14.80 x
1997-12-31 $3.11 $14.80 x
1998-12-31 $3.29 $14.80 x
1999-12-31 $2.94 $14.80 x
2000-12-31 $3.11 $14.80 x
2001-12-31 $3.73 $14.80 x
2002-12-31 $3.87 $14.80 x
2003-12-31 $4.92 $14.80 x
2004-12-31 $5.62 $14.80 x
2005-12-31 $5.77 $14.80 x
2006-12-31 $5.70 $14.80 x
2007-12-31 $5.12 $14.80 x
2008-12-31 $4.11 $14.80 x
2009-12-31 $4.90 $14.80 x
2010-12-31 $5.61 $14.80 x
2011-12-31 $7.27 $14.80 x
2012-12-31 $10.76 $14.80 x
2013-12-31 $10.14 $14.80 x
2014-12-31 $9.28 $14.80 x
2015-12-31 $9.48 $14.80 x
2016-12-31 $11.40 $14.80 x
2017-12-31 $12.89 $14.80 x
2018-12-31 $11.52 $14.80 x
2019-12-31 $13.59 $14.80 x
2020-12-31 $12.12 $14.80 x
2021-12-31 $15.65 $14.80 x
2022-12-31 $10.09 $14.80 x
2023-12-31 $11.17 $14.80 x
2024-12-31 $12.20 $14.80 x

Capital Efficiency Dashboard

This dashboard shows how efficiently UMH Properties Inc utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 2.37%
  • The company may be facing challenges in efficiently utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 8.99%
  • • Asset Turnover: 0.15x
  • • Equity Multiplier: 1.71x
  • Recent ROE (2.37%) is below the historical average (9.16%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
1988 -11.54% -3.90% 0.31x 9.69x $-560.00K
1989 -15.38% -4.60% 0.35x 9.50x $-660.00K
1990 -3.45% -1.09% 0.36x 8.79x $-390.00K
1991 16.67% 6.12% 0.37x 7.42x $240.00K
1992 21.74% 9.09% 0.42x 5.65x $540.00K
1993 20.97% 11.30% 0.45x 4.08x $680.00K
1994 27.27% 16.94% 0.49x 3.30x $1.33 Million
1995 24.27% 18.66% 0.45x 2.89x $1.47 Million
1996 22.56% 43.02% 0.24x 2.19x $2.06 Million
1997 20.19% 26.92% 0.36x 2.10x $2.12 Million
1998 18.10% 24.42% 0.34x 2.16x $1.88 Million
1999 21.50% 24.34% 0.32x 2.74x $2.46 Million
2000 22.72% 27.84% 0.30x 2.76x $2.91 Million
2001 19.85% 23.07% 0.30x 2.87x $2.75 Million
2002 21.90% 22.13% 0.33x 2.99x $3.54 Million
2003 20.79% 24.05% 0.36x 2.41x $4.22 Million
2004 16.81% 23.87% 0.33x 2.11x $3.32 Million
2005 12.75% 17.77% 0.34x 2.09x $1.51 Million
2006 10.13% 13.70% 0.37x 2.01x $76.24K
2007 4.88% 6.78% 0.28x 2.53x $-2.77 Million
2008 3.41% 4.17% 0.27x 3.08x $-2.95 Million
2009 6.59% 11.52% 0.22x 2.64x $-1.91 Million
2010 9.27% 19.61% 0.18x 2.62x $-523.86K
2011 3.49% 9.40% 0.18x 2.12x $-6.89 Million
2012 3.70% 13.83% 0.16x 1.72x $-11.02 Million
2013 3.06% 9.38% 0.15x 2.14x $-13.22 Million
2014 2.03% 5.93% 0.15x 2.29x $-16.64 Million
2015 0.87% 2.63% 0.13x 2.45x $-22.48 Million
2016 3.64% 11.63% 0.15x 2.15x $-20.17 Million
2017 3.01% 11.25% 0.14x 1.96x $-29.45 Million
2018 -8.53% -27.95% 0.15x 2.07x $-78.69 Million
2019 5.08% 18.93% 0.14x 1.88x $-26.88 Million
2020 1.01% 3.09% 0.15x 2.17x $-45.13 Million
2021 6.88% 27.45% 0.15x 1.71x $-23.13 Million
2022 -0.88% -2.48% 0.15x 2.45x $-59.75 Million
2023 1.14% 3.63% 0.15x 2.03x $-62.46 Million
2024 2.37% 8.99% 0.15x 1.71x $-69.77 Million

Industry Comparison

This section compares UMH Properties Inc's net assets metrics with peer companies in the REIT - Residential industry.

Industry Context

  • Industry: REIT - Residential
  • Average net assets among peers: $1,567,460,600
  • Average return on equity (ROE) among peers: 0.30%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
UMH Properties Inc (UMH) $926.41 Million -11.54% 0.76x $1.19 Billion
Apartment Investment and Management Co (AIV) $1.90 Billion 3.39% 1.24x $560.76 Million
American Homes 4 Rent (AMH) $3.47 Million -1.21% 0.01x $9.13 Billion
Altarea SCA (ATRRF) $807.10 Million -58.59% 3.65x $599.60 Million
AvalonBay Communities Inc (AVB) $10.99 Billion 7.15% 0.74x $22.59 Billion
Bluerock Homes Trust Inc. (BHM) $461.97 Million 7.43% 0.17x $26.77 Million
Boardwalk Real Estate Investment Trust (BOWFF) $8.10 Million 4.94% 13.70x $1.81 Billion
BRT Realty Trust (BRT) $132.06 Million 9.09% 0.50x $165.50 Million
BSR Real Estate Investment Trust (BSRTF) $975.75 Million 23.29% 1.11x $404.42 Million
Canadian Apartment Properties REIT (CDPYF) $204.11 Million 8.76% 1.59x $4.34 Billion
Clipper Realty Inc (CLPR) $185.59 Million -1.27% 4.67x $39.85 Million