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ILPT 
Industrial Logistics Properties Trust (ILPT)
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Upturn Advisory Summary
12/05/2025: ILPT (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $6.85
1 Year Target Price $6.85
| 1 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 62.71% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 387.29M USD | Price to earnings Ratio - | 1Y Target Price 6.85 |
Price to earnings Ratio - | 1Y Target Price 6.85 | ||
Volume (30-day avg) 3 | Beta 2.5 | 52 Weeks Range 2.40 - 6.51 | Updated Date 12/7/2025 |
52 Weeks Range 2.40 - 6.51 | Updated Date 12/7/2025 | ||
Dividends yield (FY) 2.08% | Basic EPS (TTM) -1.35 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -19.87% | Operating Margin (TTM) 31.85% |
Management Effectiveness
Return on Assets (TTM) 1.69% | Return on Equity (TTM) -12.92% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 4513351155 | Price to Sales(TTM) 0.87 |
Enterprise Value 4513351155 | Price to Sales(TTM) 0.87 | ||
Enterprise Value to Revenue 10.13 | Enterprise Value to EBITDA 14.7 | Shares Outstanding 66659235 | Shares Floating 60131963 |
Shares Outstanding 66659235 | Shares Floating 60131963 | ||
Percent Insiders 20.45 | Percent Institutions 50.21 |
Upturn AI SWOT
Industrial Logistics Properties Trust
Company Overview
History and Background
Industrial Logistics Properties Trust (ILPT) was formed in 2013 and began trading on NASDAQ in 2017. It is a real estate investment trust (REIT) that owns and operates a portfolio of industrial and logistics properties. Its evolution has been marked by strategic acquisitions to expand its geographical reach and property type diversification within the logistics sector.
Core Business Areas
- Industrial and Logistics Properties: ILPT's primary business involves acquiring, developing, and managing a portfolio of industrial and logistics facilities. These properties are strategically located to serve distribution, e-commerce, and manufacturing needs, including large-scale distribution centers, last-mile delivery hubs, and specialized industrial facilities.
Leadership and Structure
ILPT is managed by The RMR Group, which provides management services. The leadership team typically includes a CEO, CFO, and other senior executives responsible for operations, finance, and strategy, overseen by a Board of Trustees.
Top Products and Market Share
Key Offerings
- Industrial Real Estate Portfolio: ILPT's core offering is its diversified portfolio of industrial and logistics properties. This includes properties leased to a wide range of tenants across various industries. Revenue is generated through rental income. Market share data for individual property types is difficult to isolate for a REIT, but ILPT operates within the broader industrial REIT market, which is highly competitive with major players like Prologis (PLD), Duke Realty (DRE), and EastGroup Properties (EGP).
Market Dynamics
Industry Overview
The industrial and logistics real estate sector is experiencing robust demand driven by the continued growth of e-commerce, supply chain optimization, and reshoring trends. Factors like inventory management, last-mile delivery, and the need for modern, efficient facilities are key drivers.
Positioning
ILPT is positioned as a significant player in the industrial REIT market, focusing on strategically located properties that cater to evolving logistics needs. Its competitive advantages stem from its diversified portfolio, tenant base, and management by The RMR Group, which has experience in real estate management. However, it faces intense competition from larger, more established REITs.
Total Addressable Market (TAM)
The total addressable market for industrial and logistics real estate is vast, estimated to be in the hundreds of billions of dollars globally. ILPT is positioned to capture a share of this market by focusing on key logistics hubs and meeting tenant demands for modern, well-located facilities. Its market penetration is dependent on its capital allocation and acquisition strategy relative to the overall growth of the sector.
Upturn SWOT Analysis
Strengths
- Diversified portfolio of industrial and logistics properties.
- Strategically located assets in key distribution markets.
- Managed by experienced real estate services firm, The RMR Group.
- Leased to a diverse tenant base across multiple industries.
Weaknesses
- Reliance on The RMR Group for management services.
- Potential for high leverage and debt servicing costs.
- Sensitivity to economic downturns impacting tenant demand.
- Smaller scale compared to some of the largest industrial REITs.
Opportunities
- Continued growth of e-commerce driving demand for logistics space.
- Potential for rent growth in well-located, modern facilities.
- Acquisition opportunities to expand and modernize the portfolio.
- Increased focus on supply chain resilience and domestic manufacturing.
Threats
- Rising interest rates impacting borrowing costs and property valuations.
- Increased competition from other industrial REITs and private investors.
- Economic recession leading to decreased tenant demand and higher vacancies.
- Changes in trade policies or global supply chain disruptions.
Competitors and Market Share
Key Competitors
- Prologis (PLD)
- Duke Realty (DRE)
- EastGroup Properties (EGP)
- Rexford Industrial Realty (REXR)
- Terreno Realty Corporation (TRNO)
Competitive Landscape
ILPT's advantages lie in its specialized focus on industrial and logistics assets and its experienced management team. However, it faces disadvantages in scale and capital resources compared to larger REITs like Prologis, which have broader market reach and greater purchasing power. Competitors often have longer track records and more diversified funding options.
Major Acquisitions
Various Industrial Properties
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: Continual acquisition of strategically located industrial and logistics assets to expand the portfolio, enhance tenant services, and capitalize on strong market demand.
Growth Trajectory and Initiatives
Historical Growth: ILPT's historical growth has likely been driven by strategic acquisitions of industrial and logistics properties and, to a lesser extent, organic growth through rent escalations and lease-up of vacant space. Its expansion has been geographically diverse within the United States.
Future Projections: Future growth projections would depend on analyst estimates, which consider factors like anticipated rent growth, acquisition pipeline, interest rate environment, and overall demand for industrial real estate. Analysts might project FFO/AFFO per share growth and dividend increases.
Recent Initiatives: Recent initiatives would typically involve portfolio acquisitions, dispositions of non-core assets, refinancing of debt, and strategic partnerships aimed at enhancing portfolio value and tenant services.
Summary
Industrial Logistics Properties Trust (ILPT) is a specialized REIT focused on industrial and logistics real estate. Its strengths lie in its portfolio diversification and strategic locations, driven by strong e-commerce demand. However, it faces significant competition and is susceptible to macroeconomic headwinds and rising interest rates. Continued strategic acquisitions and efficient capital management are crucial for its future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Financial News Outlets
- Industry Analysis Reports
- Stock Market Data Providers
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Market share data is illustrative and based on general industry understanding; precise figures may vary. Financial performance and projections are subject to change and inherent uncertainties.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Industrial Logistics Properties Trust
Exchange NASDAQ | Headquaters Newton, MA, United States | ||
IPO Launch date 2018-01-12 | CEO - | ||
Sector Real Estate | Industry REIT - Industrial | Full time employees - | Website https://www.ilptreit.com |
Full time employees - | Website https://www.ilptreit.com | ||
ILPT is a real estate investment trust focused on owning and leasing high quality industrial and logistics properties. As of September 30, 2025, ILPT's portfolio consisted of 411 properties containing approximately 59.9 million rentable square feet located in 39 states. Approximately 76% of ILPT's annualized rental revenues as of September 30, 2025 are derived from investment grade tenants, tenants that are subsidiaries of investment grade rated entities or Hawaii land leases. ILPT is managed by The RMR Group (Nasdaq: RMR), a leading U.S. alternative asset management company with approximately $39 billion in assets under management as of September 30, 2025 and more than 35 years of institutional experience in buying, selling, financing and operating commercial real estate. ILPT is headquartered in Newton, MA.
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