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1. Company Snapshot

1.a. Company Description

Bridge Investment Group Holdings Inc.engages in the real estate investment management business in the United States.It manages capital on behalf of approximately hundred global institutions and 6,500 individual investors across approximately 25 investment vehicles.


The company was founded in 2009 and is headquartered in Salt Lake City, Utah.

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1.b. Last Insights on BRDG

The recent performance of Bridge Investment Group Holdings Inc. is negatively driven by the proposed acquisition by Apollo, which has raised concerns among shareholders. The investigation by several law firms, including Halper Sadeh LLC, Kaskela Law LLC, and Monteverde & Associates PC, suggests that some shareholders may not be satisfied with the proposed sale price of 0.07081 shares of Apollo stock for each share of Bridge Investment stock. This could lead to potential litigation and further scrutiny of the deal, negatively impacting the company's value.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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BLP Expands National Footprint with 1.56M SF Atlanta Acquisition, Underscoring Conviction Amid Market Volatility

Sep -02

Source: businesswire.com

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Is the Options Market Predicting a Spike in Bridge Investment Stock?

Jul -28

Source: zacks.com

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BLP Acquires Newly Constructed, Fully Leased Industrial Portfolio in the Inland Empire West

Jul -22

Source: businesswire.com

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Invesco Commercial Real Estate Finance Trust, Inc. ("INCREF") Provides $354.6M To Refinance Industrial Portfolio

Jun -13

Source: prnewswire.com

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BRDG STOCKHOLDER NOTICE: Kaskela Law LLC Announces Investigation of Bridge Investment Group Holdings Inc. (NYSE: BRDG) Proposed Stockholder Buyout and Encourages Investors to Contact the Firm

May -15

Source: globenewswire.com

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BRIDGE INVESTMENT SHAREHOLDER ALERT: The Law Firm of Kaskela Law LLC Announces Investigation of Bridge Investment Group Holdings Inc. (NYSE: BRDG) Proposed Buyout and Seeks Additional Consideration for BRDG Shareholders

May -13

Source: globenewswire.com

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Bridge Investment Group Holdings Inc. (BRDG) Lags Q1 Earnings and Revenue Estimates

May -08

Source: zacks.com

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Bridge Investment Group Holdings Inc. Reports First Quarter 2025 Results

May -08

Source: businesswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.90%)

6. Segments

Real Estate Investment Management

Expected Growth: 8.9%

Bridge Investment Group Holdings Inc.'s 8.9% growth in Real Estate Investment Management is driven by increasing demand for diversified portfolios, rising institutional investment in real estate, and the company's strategic expansion into new markets and property types, such as industrial and multifamily housing.

7. Detailed Products

Debt Strategies

Bridge Investment Group's Debt Strategies segment provides investment opportunities in real estate debt, including first mortgage loans, mezzanine loans, and preferred equity investments.

Equity Strategies

The Equity Strategies segment offers investment opportunities in real estate equity, including direct property investments, joint ventures, and co-investments.

Real Estate Investment Trust (REIT)

Bridge Investment Group's REIT segment provides a diversified portfolio of commercial and residential properties, offering a stable source of income.

Property Management

The Property Management segment offers a range of services, including property operations, leasing, and asset management, to optimize property performance.

Office Platform

The Office Platform segment provides a range of services, including property management, leasing, and asset management, for office properties.

Multifamily Platform

The Multifamily Platform segment offers a range of services, including property management, leasing, and asset management, for multifamily properties.

Seniors Housing and Medical Properties

The Seniors Housing and Medical Properties segment provides investment opportunities in seniors housing and medical properties, including assisted living, memory care, and medical office buildings.

8. Bridge Investment Group Holdings Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Bridge Investment Group Holdings Inc. is medium due to the presence of alternative investment options for clients, but the company's diversified portfolio and strong brand reputation mitigate this threat.

Bargaining Power Of Customers

The bargaining power of customers is low for Bridge Investment Group Holdings Inc. due to the company's strong relationships with clients and its ability to provide customized investment solutions.

Bargaining Power Of Suppliers

The bargaining power of suppliers is medium for Bridge Investment Group Holdings Inc. due to the company's dependence on a few key suppliers for investment research and data, but the company's scale and reputation help to mitigate this risk.

Threat Of New Entrants

The threat of new entrants is low for Bridge Investment Group Holdings Inc. due to the high barriers to entry in the investment management industry, including regulatory hurdles and the need for significant capital and expertise.

Intensity Of Rivalry

The intensity of rivalry is high for Bridge Investment Group Holdings Inc. due to the highly competitive nature of the investment management industry, with many established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 86.69%
Debt Cost 5.26%
Equity Weight 13.31%
Equity Cost 11.93%
WACC 6.15%
Leverage 651.12%

11. Quality Control: Bridge Investment Group Holdings Inc. passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Investcorp Credit Management BDC

A-Score: 6.5/10

Value: 7.8

Growth: 3.8

Quality: 7.3

Yield: 10.0

Momentum: 3.0

Volatility: 7.0

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SWK Holdings

A-Score: 6.2/10

Value: 6.6

Growth: 3.6

Quality: 8.3

Yield: 10.0

Momentum: 1.5

Volatility: 7.0

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180 Degree Capital

A-Score: 5.7/10

Value: 6.5

Growth: 2.6

Quality: 7.1

Yield: 0.0

Momentum: 9.5

Volatility: 8.7

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Brookfield

A-Score: 4.9/10

Value: 8.8

Growth: 1.7

Quality: 3.6

Yield: 2.0

Momentum: 8.0

Volatility: 5.3

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Bridge Investment Group Holdings

A-Score: 4.7/10

Value: 5.3

Growth: 2.0

Quality: 3.6

Yield: 8.0

Momentum: 4.0

Volatility: 5.3

1-Year Total Return ->

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Equus Total Return

A-Score: 4.7/10

Value: 8.2

Growth: 3.1

Quality: 4.9

Yield: 0.0

Momentum: 9.5

Volatility: 2.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

9.6$

Current Price

9.6$

Potential

-0.00%

Expected Cash-Flows