Sunrise Realty Trust, Inc. SUNS R2K
Sunrise Realty Trust, Inc. engages in commercial real estate lending business in the United States. The company focuses on originating commercial real estate (CRE) loans and providing capital to borrowers and sponsors with business plants collateralized by CRE assets. It also intends to diversify investment portfolio, targeting investments for mortgage loans, mezzanine loans, B-notes, commercial mortgage-backed securities, and debt-like preferred equity securities across CRE asset classes. The company has elected to be taxed as a real estate investment trust. As a result, it would not be subject to corporate income tax on that portion of its net income that is distributed to shareholders. Sunrise Realty Trust, Inc. was founded in 2023 and is headquartered in West Palm Beach, Florida.
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Valuation
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Growth (CAGR)
PROS
- Excellent profit margin of 59.7%.
- Compounding revenue at 143.2% over 5 years.
- Profit CAGR of 76.8% over 5 years.
- Attractive dividend yield of 13.47%.
CONS
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth
No fundamental data available for this stock.
Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).
Peer comparison
Peer companies in the same sector (Real Estate).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SUNS Sunrise Realty Trust, Inc. R2K | 8.90 | 9.08 | $120.31M | 13.47% | 6.67% | 7.24% | 143.19% | 76.79% |
| 2 | WELL Welltower Inc. SPX | 205.33 | 99.19 | $144.95B | 1.44% | 0.26% | 3.67% | 22.69% | 87.90% |
| 3 | PLD Prologis, Inc. SPX | 143.47 | 36.14 | $133.76B | 2.98% | 4.94% | 6.84% | 13.74% | -0.36% |
| 4 | EQIX Equinix, Inc. SPX | 1,068.04 | 74.07 | $105.33B | 1.84% | 5.61% | 10.06% | 8.27% | 24.18% |
| 5 | AMT American Tower Corporation SPX | 186.96 | 30.11 | $87.10B | 3.73% | 7.82% | 29.95% | 3.34% | 12.73% |
| 6 | SPG Simon Property Group, Inc. SPX | 204.91 | 14.25 | $77.86B | 4.29% | 17.44% | 113.59% | 6.35% | 29.32% |
| 7 | DLR Digital Realty Trust, Inc. SPX | 190.00 | 50.53 | $67.96B | 2.57% | 3.99% | 5.69% | 9.22% | 51.32% |
| 8 | O Realty Income Corporation SPX | 61.28 | 50.23 | $57.14B | 5.30% | 3.27% | 2.83% | 19.80% | 6.78% |
| 9 | PSA Public Storage SPX | 303.69 | 31.34 | $53.31B | 3.95% | 10.69% | 20.18% | 4.88% | -25.69% |
Quarterly Results
Figures in USD.
| Metric | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2.03M | 1.98M | - | 4.96M | 6.75M | 7.49M | 7.17M | 10.27M |
| Cost of Revenue | - | - | - | 336.16K | 1.77M | 2.51M | 2.64M | 4.60M |
| Gross Profit | - | - | - | 4.62M | 4.98M | 4.98M | 4.53M | 5.67M |
| Operating Expenses | - | - | - | 1.52M | 1.62M | 928.93K | 2.90M | 1.42M |
| Operating Income | - | - | - | 3.10M | 3.36M | 4.05M | 1.63M | 4.25M |
| EBITDA | - | - | - | 3.10M | 3.36M | 4.05M | 1.63M | 4.25M |
| Interest Expense | - | - | - | - | - | - | - | - |
| Pretax Income | - | - | - | 3.10M | 3.36M | 4.05M | 1.63M | 4.25M |
| Tax Provision | - | - | - | 0 | 0 | 0 | 0 | 0 |
| Net Income | 1.76M | 1.51M | - | 3.10M | 3.36M | 4.05M | 1.63M | 4.25M |
| Diluted EPS | 0.26 | 0.22 | - | 0.27 | 0.25 | 0.30 | 0.12 | 0.32 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2024 | Dec 2025 |
|---|---|---|
| Revenue | 10.84M | 26.37M |
| Cost of Revenue | 1.03M | 7.26M |
| Gross Profit | 9.81M | 19.12M |
| Operating Expenses | 2.94M | 6.97M |
| Operating Income | 6.87M | 12.14M |
| EBITDA | 6.87M | 12.14M |
| Interest Expense | - | - |
| Pretax Income | 6.87M | 12.14M |
| Tax Provision | 0 | 0 |
| Net Income | 6.87M | 12.14M |
| Diluted EPS | 1.00 | - |
Compounded Sales Growth
| 5 Years: | 143.19% |
| 1 Year: | 60.80% |
Compounded Profit Growth
| 5 Years: | 76.79% |
| 1 Year: | 17.50% |
Stock Price Performance
| 1 Year: | -6.17% |
| 6 Months: | -7.45% |
| 3 Months: | -1.29% |
| 1 Month: | +19.95% |
Balance Sheet (Annual)
Figures in USD.
| Metric | Aug 2023 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Total Assets | - | 31.24M | 317.54M | 310.23M |
| Current Assets | - | 31.24M | 317.54M | 310.23M |
| Cash & Equivalents | - | 31.24M | 184.63M | 6.45M |
| Inventory | - | - | - | - |
| Receivables | - | 0 | 131.85M | 303.05M |
| Total Liabilities | - | 10.00K | 203.40M | 128.27M |
| Current Liabilities | - | 10.00K | 203.38M | 128.09M |
| Long Term Debt | - | - | - | - |
| Total Debt | - | - | 198.84M | 122.00M |
| Total Equity | 0 | 31.23M | 114.14M | 181.96M |
| Shares Outstanding | - | 6.89M | 7.00M | 13.42M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2024 | Dec 2025 |
|---|---|---|
| Operating Cash Flow | 1.64M | -3.43M |
| Investing Cash Flow | -125.18M | -153.06M |
| Financing Cash Flow | 276.92M | -21.69M |
| Capital Expenditure | - | - |
| Free Cash Flow | 1.64M | -3.43M |
| Net Change in Cash | 153.38M | -178.18M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2024 | Dec 2025 |
|---|---|---|
| Gross Margin % | 90.5% | 72.5% |
| Operating Margin % | 63.3% | 46.0% |
| Net Margin % | 63.3% | 46.0% |
| ROE % | 6.0% | 6.7% |
| ROCE % | 6.0% | 6.7% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 4.77% | 645.49K | $5.74M |
| 2 | Vanguard Capital Management LLC | 3.33% | 449.91K | $4.00M |
| 3 | Gratia Capital, LLC | 3.25% | 438.82K | $3.91M |
| 4 | Pacific Ridge Capital Partners, LLC | 2.98% | 403.04K | $3.59M |
| 5 | Wasatch Advisors LP | 2.70% | 365.22K | $3.25M |
| 6 | Geode Capital Management, LLC | 2.26% | 305.92K | $2.72M |
| 7 | Raymond James Financial, Inc. | 1.25% | 168.71K | $1.50M |
| 8 | State Street Corporation | 1.09% | 147.54K | $1.31M |
| 9 | Penserra Capital Management LLC | 0.90% | 121.28K | $1.08M |
| 10 | Stifel Financial Corporation | 0.59% | 80.01K | $712.09K |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
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