Event-Driven Stocks

Sunrise Realty Trust, Inc.

SUNSNasdaqCompleted

Spin-offSpun off from AFC GammaAFCGNasdaq

The two companies

↓ spun off ↓

Open either company's hub for its full SEC financials, ratios, ownership, filings, and every other event it's been part of.

Sector
Real Estate
Industry
Real Estate Investment Trusts
Exchange
Nasdaq
State of incorporation
MD
Record date
July 8, 2024
Distribution date
July 9, 2024
Ratio
1:3
Parent sector
Form
10-12B/A
Filed
June 28, 2024

Financials — parent vs spin-off

SEC XBRL · latest year
AFC GammaFY25
Revenue
$25M
Operating income
Net income
−$21M
Total assets
$276M
Equity
$176M
Sunrise Realty Trust, Inc.FY25
Revenue
$22M
Operating income
Net income
$12M
Total assets
$310M
Equity
$182M

Latest reported figures from each company's own SEC filings — the parent after the separation and the spin-off as a standalone. Full multi-year history on each company hub.

Spin-off signals

score 4/6 favorable · factors, not advice
  • Size vs parent (revenue)~88% of parent

    Smaller spin-offs draw more forced selling from holders who can't keep them — the classic mispricing edge.

  • Leverage (liabilities/assets)41%

    A heavy debt load loaded onto the spin-off is a known risk; a clean balance sheet is favorable.

  • Tax-basis reportNone found

    A Form 8937 (basis allocation) accompanies tax-free §355 spin-offs — favorable for taxable holders.

  • Insider buying (post-spin)23 open-market buys

    Officers/directors buying their own newly independent shares (Form 4) has historically preceded outperformance.

  • Activist holder13D on file

    An activist with a 5%+ stake (Schedule 13D) is a potential value-unlock catalyst.

  • Time since spin-off1.9 years

    Studies find the spin-off return premium concentrates in roughly the first one to three years.

Factors the spin-off research literature (Greenblatt; Cusatis-Miles-Woolridge; Desai-Jain) associates with outcomes — computed from this company's own SEC filings, shown as factors, not a recommendation. The premium is debated and not guaranteed. How we compute these ↗

Filings & documents

Every entry traces to SEC EDGAR. The Information Statement is the primary source; the links below open the full filing and each company's complete filing history.