OZ vs UMH
OZ: The only publicly traded qualified opportunity fund that invests in commercial and mixed-use real estate in economically distressed zones while offering investors favorable capital gains tax treatment. UMH: A REIT specialized in owning, operating, and financing manufactured home communities, providing affordable housing alternatives across the Eastern and Midwestern United States.
Side-by-side fundamentals
| Metric | OZ | UMH | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $45.17 | $15.52 | |
| Market cap as of 2026-07-30 | $180M | $1.3B | |
| P/E as of 2026-07-30 | n/a | 45.67 | |
| PEG as of 2026-07-30 | -0.10 | n/a | |
| Net margin as of 2026-07-30 | -360.3% | +11.0% | UMH higher |
| Gross margin as of 2026-07-30 | -47.8% | +53.1% | UMH higher |
| Operating margin as of 2026-07-30 | -369.1% | +18.4% | UMH higher |
| ROE as of 2026-07-30 | -15.2% | +3.2% | UMH higher |
| ROA as of 2026-07-30 | -7.5% | +1.8% | UMH higher |
| Debt / equity as of 2026-07-30 | 1.04 | 0.85 | UMH lower |
| Revenue growth (YoY) as of 2026-07-30 | +186.6% | +10.2% | OZ higher |
| Revenue CAGR (3y) SEC XBRL | +87.6% | +10.2% | OZ higher |
| Dividend yield as of 2026-07-30 | n/a | +5.7% | |
| Dividend streak (yrs) SEC XBRL | n/a | 5 | |
| Beta as of 2026-07-30 | 0.27 | 0.92 | |
| 1-year return as of 2026-07-27 close | -31.6% | -7.7% | UMH higher |
Fundamentals: market data, as of 2026-07-30. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.