BHM 2025 Tax Reporting Information For 2025 Dividends

Bluerock Homes Trust, Inc. announced today that the income tax treatment for 2025 dividends on the Company's common stock and preferred stock is as follows: 2025 REPORTING INFORMATION (FORM 1099) – DIVIDENDSThe income tax treatment for 2025 dividends for Bluerock Homes Trust, Inc.'s Class A common stock, traded on the NYSE American Exchange under ticker symbol BHM, and Class C common stock, are as follows (as reported on Form 1099-DIV): Class A Common Stock, CUSIP #09631H100, and Class C Common Stock: Class A & C Common Stock Record Date Payable Date Distribution Rate Per Share Ordinary Dividend Rate Non-Dividend Rate Total Capital Gains Rate Total 3/25/2025 4/4/2025 $ 0.125000 0.000000 % 100.000000 % 0.000000 % 100.000000 % 6/25/2025 7/3/2025 $ 0.125000 0.000000 % 100.000000 % 0.000000 % 100.000000 % 9/25/2025 10/3/2025 $ 0.125000 0.000000 % 100.000000 % 0.000000 % 100.000000 % Series A Preferred StockThe income tax treatment for 2025 dividends for Bluerock Homes Trust, Inc.'s Series A Preferred Stock, is as follows (as reported on Form 1099-DIV): Series A Preferred Stock CUSIP #s: 09631H209, 09631H308, 09631H506, 09631H605, 09631H704, 09631H803, 09631H886, 09631H878, 09631H860, 09631H852, 09631H845, 09631H837, 09631H829, 09631H811, 09631H795, 09631H787, 09631H779, 09631H761, 09631H753, 09631H746, 09631H738, 09631H720, 09631H712, 09631H696, 09631H688, 09631H670, 09631H662, 09631H654, 09631H647, 09631H639, 09631H621, 09631H613, 09631H597, 09631H589, 09631H571, 09631H563, 09631H555, 09631H548, 09631H530, 09631H522, 09631H514, 09631H498, 09631H480, 09631H472, 09631H464, 09631H456, 09631H449, 09631H431, 09631H423, 09631H415, 09631H399, 09631H381, 09631H373, 09631H365, 09631H357 The Series A Preferred Stock full monthly dividend rates are as follows: Series A Preferred Stock Record Date Payable Date Distribution Rate Per Share Ordinary Dividend Rate Non-Dividend Rate Total Capital Gains Rate Total 12/24/2024 1/3/2025 $ 0.135417 53.260649 % 28.650536 % 18.088815 % 100.00 % 1/24/2025 2/5/2025 $ 0.135417 53.260649 % 28.650536 % 18.088815 % 100.00 % 2/25/2025 3/5/2025 $ 0.135417 53.260649 % 28.650536 % 18.088815 % 100.00 % 3/25/2025 4/4/2025 $ 0.135417 53.260649 % 28.650536 % 18.088815 % 100.00 % 4/25/2025 5/5/2025 $ 0.135417 53.260649 % 28.650536 % 18.088815 % 100.00 % 5/23/2025 6/5/2025 $ 0.135417 53.260649 % 28.650536 % 18.088815 % 100.00 % 6/25/2025 7/3/2025 $ 0.135417 53.260649 % 28.650536 % 18.088815 % 100.00 % 7/25/2025 8/5/2025 $ 0.135417 53.260649 % 28.650536 % 18.088815 % 100.00 % 8/25/2025 9/5/2025 $ 0.135417 53.260649 % 28.650536 % 18.088815 % 100.00 % 9/25/2025 10/3/2025 $ 0.135417 53.260649 % 28.650536 % 18.088815 % 100.00 % 10/24/2025 11/5/2025 $ 0.135417 53.260649 % 28.650536 % 18.088815 % 100.00 % 11/25/2025 12/5/2025 $ 0.135417 53.260649 % 28.650536 % 18.088815 % 100.00 % The capital gains rate, Section 199A, and Section 897 information for the Series A Preferred stock full monthly rates are summarized below. Series A Preferred Stock Capital Gain Breakdown Section 199A Dividends (% of Ordinary Dividends) Section 897 Dividends (% of Ordinary Dividends) 20% Rate Gain Section 1250 Gain Total Capital Gain Sect. 897 % of Capital Gains 73.309800 % 26.690200 % 100.00 % 81.982981 % 3.541298 % 100.00 % Dividend amounts shown above are for the full month in which the record date occurs. The dividend above includes the Series A Preferred Dividend and the Series A Preferred Enhanced Special Dividend, as applicable. Certain shares issued during the month received a pro-rated dividend amount that is less than the dividend amount shown. The classification for federal income taxes remains the same.... Read more

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