OZ vs ELME

Comparison between Belpointe REIT Inc (OZ, Company) and Elme Communities (ELME, Company).

Both OZ and ELME are from the Real Estate sector.

5-Year PerformanceELME has outperformed OZ, delivering a return of -10.5% compared to -14.3%

OZ vs ELME - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OZ(COMPANY)	ELME(COMPANY)
Market Cap	$180M	$180M
Max Drawdown	74.32%	95.40%
Sharpe Ratio	-1.26	-0.67
5Y Beta	0.22	0.41
Industry	Real Estate - Development	Reit - Residential
P/E Ratio	-4.48	-1.33
Forward P/E	N/A	43.48
PEG Ratio	-0.05	-0.00
Dividend Yield	N/A	31.80%
5Y Dividends CAGR	N/A	66.18%
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	-13.69%	34.61%
P/S Ratio	15.57	0.73
P/B Ratio	0.68	0.78

Market Cap

Winner

$180M

ELME

$180M

Max Drawdown

Winner

74.32%

ELME

95.40%

Sharpe Ratio

-1.26

Winner

ELME

-0.67

5Y Beta

Winner

0.22

ELME

0.41

Industry

Real Estate - Development

ELME

Reit - Residential

P/E Ratio

Winner

-4.48

ELME

-1.33

Forward P/E

N/A

ELME

43.48

PEG Ratio

Winner

-0.05

ELME

-0.00

Dividend Yield

N/A

ELME

31.80%

5Y Dividends CAGR

N/A

ELME

66.18%

Debt to Equity

N/A

ELME

0.00%

Free Cash Flow Yield

-13.69%

Winner

ELME

34.61%

P/S Ratio

15.57

Winner

ELME

0.73

P/B Ratio

Winner

0.68

ELME

0.78

OZ vs ELME - Historical Returns

Returns include dividend reinvestment.

Period	OZ	ELME
1 month	-7.87%	+0.74%
3 months	-11.31%	-2.63%
6 months	-27.11%	-26.24%
1 year	-30.51%	-21.49%
5 years(CAGR)	-14.30%	-10.48%
10 years(CAGR)	N/A	-4.50%
Max(CAGR)	-11.13%	+4.49%

-7.87%

Winner

ELME

+0.74%

-11.31%

Winner

ELME

-2.63%

-27.11%

Winner

ELME

-26.24%

-30.51%

Winner

ELME

-21.49%

5Y(CAGR)

-14.30%

Winner

ELME

-10.48%

10Y(CAGR)

N/A

ELME

-4.50%

Max(CAGR)

-11.13%

Winner

ELME

+4.49%

OZ vs ELME - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OZ	ELME
2026	-17.68%	-26.87%
2025	-7.76%	+19.18%
2024	+4.59%	+9.55%
2023	-18.90%	-13.56%
2022	+0.01%	-29.55%
2021	-0.73%	+26.43%
2020	+9.98%	-21.22%
2019	+0.25%	+33.78%
2018	N/A	-20.18%
2017	N/A	-1.13%
2016	N/A	+28.49%
2015	N/A	+1.09%
2014	N/A	+25.85%
2013	N/A	-7.82%
2012	N/A	-0.81%
2011	N/A	-8.14%
2010	N/A	+20.10%
2009	N/A	+8.03%
2008	N/A	-3.84%
2007	N/A	-18.18%
2006	N/A	+33.13%
2005	N/A	-2.37%
2004	N/A	+21.74%
2003	N/A	+21.46%
2002	N/A	+9.43%
2001	N/A	+16.15%
2000	N/A	+73.04%
1999	N/A	-1.34%

OZ vs ELME Drawdown Comparison

The maximum drawdown for OZ was -74.32%, occurring on Jun 12, 2026. This drawdown has not yet recovered.

The maximum drawdown for ELME was -59.88%, occurring on Mar 6, 2009. Recovery took 1080 trading sessions.

The current OZ drawdown is -74.32%. The current ELME drawdown is -48.41%.

Rank	OZ	ELME
#1	-74.32% Sep 8, 2021 - Jun 12, 2026	-59.88% Feb 13, 2007 - May 26, 2011
#2	-37.94% Sep 2, 2020 - Sep 7, 2021	-53.90% Feb 13, 2020 - Nov 1, 2023
#3	-5.94% Dec 6, 2019 - Aug 27, 2020	-28.74% Oct 16, 2017 - Oct 30, 2019
#4	N/A	-26.23% Apr 12, 2002 - Apr 22, 2003
#5	N/A	-25.09% May 31, 2011 - Jan 14, 2015
#6	N/A	-21.25% Apr 1, 2004 - Oct 28, 2004
#7	N/A	-18.58% Aug 1, 2016 - Jul 31, 2017
#8	N/A	-18.51% Jan 26, 2015 - Mar 22, 2016
#9	N/A	-15.78% Nov 15, 2004 - Jul 5, 2005
#10	N/A	-14.92% Dec 28, 2000 - Jun 12, 2001
#11	N/A	-14.48% Aug 24, 2001 - Oct 11, 2001
#12	N/A	-13.18% Jul 11, 2005 - Jan 27, 2006
#13	N/A	-12.26% Jan 18, 2000 - May 1, 2000
#14	N/A	-10.77% May 8, 2006 - Jul 19, 2006
#15	N/A	-10.44% Oct 12, 2001 - Dec 17, 2001