UMH UMH PROPERTIES, INC.

NEUTRAL Impact: 4/10 8-K
Horizon months Filed May 11, 2026 Processed 1mo ago SEC 0001493152-26-022153
8-K material event: Items 1.01
Latest settled — T+5d
UMH-PD ▼ -3.63% at T+5d
NEUTRAL call ✗ call lost -3.63% · α vs SPY -3.55% · entry $22.29 → $21.48
Next anchor: T+20d due 4d ago
Currently $15.28 · -31.43% from $22.29 entry
Entry anchored
May 11, 2026
via day open
T+1d
+0.61%
call +0.61% · α +0.74%
$22.42
settled 5w ago
T+5d
-3.63%
call -3.63% · α -3.55%
$21.48
settled 26d ago
T+20d
call — · α —
due 4d ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

UMH Properties entered into a Third Amended and Restated Credit Agreement, extending its unsecured revolving credit facility maturity from November 2026 to May 2030 (with a one-year extension option) and reducing interest rates by ~35-40 bps. The facility remains at $260 million with a $340 million accordion feature (up to $600 million total). As of May 8, 2026, $10 million was outstanding with $250 million available. This improves liquidity and reduces borrowing costs.

Key Financial Metrics

Deal Value
$260.0M

Actionable Insight

The extended maturity and lower spread are credit-positive but already reflected. Monitor future drawdowns and utilization rate; a significant increase in outstanding balance could signal accelerated investment activity. The accordion feature provides flexibility for acquisitions but requires additional lender commitments.

Key Facts

  • Extended maturity from November 7, 2026 to May 7, 2030 (with option to extend to May 7, 2031)
  • Interest rate reduced by approximately 35-40 basis points; now SOFR + 1.30%-1.90% or prime + 0.30%-0.90%
  • $260 million committed facility with $340 million accordion (total potential up to $600 million)
  • As of May 8, 2026, $10 million outstanding, $250 million available
  • Commitment fee: 0.15% (if unused <50%) or 0.25% (if unused ≥50%) per annum
  • Financial covenants unchanged: max leverage 0.60x (0.65x during surge), min EBITDA/fixed charges 1.50x, etc.

Financial Impact

Reduced annual interest expense by ~$0.9-$1.0 million based on current $10M drawn and $250M capacity, assuming SOFR+1.30% vs prior rate

interest expenseliquiditydebt maturity profile

Risk Factors

  • Failure to maintain financial covenants could trigger acceleration
  • Accordion increase requires new lender commitments, which may not materialize
  • Interest rate exposure if SOFR rises faster than expected

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-022153
Exhibit: ex99.htm0001493152-26-022153
Document: form8-k.htm0001493152-26-022153
Document: 0001493152-26-022153-index-headers.html0001493152-26-022153
Document: 0001493152-26-022153-index.html0001493152-26-022153
Document: 0001493152-26-022153.txt0001493152-26-022153
14 reports for UMH
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for UMH — sortable, filterable
Type Now
May 29, 2026
15d ago
8-K
NEUTRAL ★ 3/10
$21.54 $22.03▲ +2.27%▲ +2.57%$15.28 (−29.06%)
May 28, 2026
16d ago
8-K
NEUTRAL ★ 2/10
$21.66 $22.00▲ +1.59%▲ +1.64%$15.28 (−29.44%)
May 15, 2026
28d ago
DEFA14A
NEUTRAL ★ 2/10
$21.48 $21.70▲ +1.05%▼ −0.57%$15.28 (−28.85%)
May 12, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$22.08 $21.50▼ −2.63%▼ −1.47%$15.28 (−30.80%)
May 12, 2026
4w ago
424B5
NEUTRAL ★ 4/10
$22.08 $21.50▼ −2.63%▼ −1.47%$15.28 (−30.80%)
May 11, 2026
4w ago
8-K
NEUTRAL ★ 4/10
$22.29 $21.48▼ −3.63%▼ −3.55%$15.28 (−31.43%)
Apr 30, 2026
6w ago
Press Release
NEUTRAL ★ 4/10
$15.51 $15.59▲ +0.51%▼ −1.84%$15.28 (−1.46%)
Apr 17, 2026
8w ago
DEFA14A
NEUTRAL ★ 3/10
$21.78 $21.82▲ +0.19%▼ −0.37%$15.28 (−29.84%)
Apr 1, 2026
10w ago
Press Release
BEARISH ★ 7/10
$14.59 $15.65▼ −7.27%▼ −3.65%$15.28 (−4.73%)
Apr 1, 2026
10w ago
Press Release
NEUTRAL ★ 3/10
$14.59 $15.65▲ +7.27%▲ +3.65%$15.28 (+4.73%)
Showing 10 of 14

US Market Status

Market Closed — Opens Mon (47h 35m)

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