Sachem Capital Corp. 6.875% Not (SACC)

Sachem Capital Corp. 6.875% Not (SACC) — VMCI valuation read

Sachem Capital Corp. 6.875% Not (SACC) carries a VMCI composite of 39/100, 11 points below the Real Estate sector median of 50. Among mid-cap names, that gap places SACC in the bottom third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).

The SACC insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.

**Investor frame.** Value reads SACC trades at 20.0x earnings, 11% above the Real Estate median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Real Estate 12.0x. Quality: ROIC of 18.0% sits 8.0pp above the Real Estate median (10.0%). Risk: net debt to EBITDA of 0.4x leaves covenant headroom, the line to track on Sachem Capital Corp. 6.875% Not's next 10-Q.

SACC fell 1.6% over the trailing 7 days, with a -13.4% read on a 30-day basis.