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ILPT 
Industrial Logistics Properties Trust (ILPT)
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Upturn Advisory Summary
12/23/2025: 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 12/23/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 363.96M 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 12/23/2025 |
52 Weeks Range 2.40 - 6.51 | Updated Date 12/23/2025 | ||
Dividends yield (FY) 2.21% | 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 4488020646 | Price to Sales(TTM) 0.82 |
Enterprise Value 4488020646 | Price to Sales(TTM) 0.82 | ||
Enterprise Value to Revenue 10.07 | Enterprise Value to EBITDA 14.62 | Shares Outstanding 66659235 | Shares Floating 62431706 |
Shares Outstanding 66659235 | Shares Floating 62431706 | ||
Percent Insiders 17.07 | Percent Institutions 50.21 |
Upturn AI SWOT
Industrial Logistics Properties Trust
Company Overview
History and Background
Industrial Logistics Properties Trust (ILPT) was formed in 2017 and operates as a real estate investment trust (REIT). It was spun off from The RMR Group and initially focused on owning and leasing industrial and logistics properties. The company has undergone strategic shifts, including divesting certain assets and focusing on a more concentrated portfolio of modern logistics facilities. A significant milestone was its 2021 merger with Monmouth Real Estate Investment Corporation (MNR), which significantly expanded its portfolio and geographic reach.
Core Business Areas
- Industrial and Logistics Real Estate: ILPT owns, operates, and develops a portfolio of industrial and logistics properties, primarily focused on distribution and fulfillment centers. These properties are leased to a diverse range of tenants across various industries.
- Real Estate Investment and Development: The company actively engages in acquiring, developing, and redeveloping industrial properties to enhance its portfolio and capitalize on market demand for modern logistics spaces.
Leadership and Structure
Industrial Logistics Properties Trust is externally managed by The RMR Group LLC, which provides property management, asset management, and administrative services. The company's leadership includes a Board of Trustees responsible for overseeing its operations and strategic direction. Key leadership roles are filled by executives from The RMR Group.
Top Products and Market Share
Key Offerings
- Industrial and Logistics Properties Portfolio: ILPT's primary 'offering' is its portfolio of industrial and logistics real estate assets. This includes a substantial number of modern warehouses and distribution centers. Market share data for individual REITs is complex to define precisely, but ILPT is a significant player within the US industrial REIT sector. Its competitors include other industrial REITs such as Prologis (PLD), EastGroup Properties (EGP), and Rexford Industrial Realty (REXR). Revenue is generated through rental income from these properties.
Market Dynamics
Industry Overview
The industrial and logistics real estate sector in the US is characterized by strong demand driven by e-commerce growth, supply chain optimization, and the need for last-mile delivery capabilities. The industry is competitive, with a focus on modern, well-located facilities with high ceilings and ample loading docks. Supply chain disruptions and inventory management strategies continue to fuel demand for warehouse space.
Positioning
ILPT is positioned as a significant owner of industrial and logistics properties, particularly with the integration of Monmouth Real Estate. Its competitive advantages include its portfolio of modern assets, strategic locations in key distribution hubs, and the operational expertise provided by The RMR Group. However, the company faces competition from larger, more diversified industrial REITs.
Total Addressable Market (TAM)
The total addressable market for industrial and logistics real estate in the US is in the hundreds of billions of dollars. ILPT is a participant in this large and growing market, with its market share influenced by its portfolio size and strategic acquisitions. The growth of e-commerce and the ongoing need for efficient supply chains continue to expand this TAM.
Upturn SWOT Analysis
Strengths
- Portfolio of modern industrial and logistics properties.
- Strategic locations in key distribution markets.
- Experienced management team through The RMR Group.
- Diversified tenant base.
Weaknesses
- Reliance on external management services from The RMR Group.
- Potential for significant debt due to REIT structure and acquisitions.
- Sensitivity to economic downturns affecting tenant demand.
Opportunities
- Continued growth of e-commerce driving demand for warehouse space.
- Acquisition of under-valued or strategically located assets.
- Development of new logistics facilities.
- Tenant demand for flexible and modern supply chain solutions.
Threats
- Increased competition from other industrial REITs.
- Rising interest rates impacting borrowing costs and property valuations.
- Economic recession leading to reduced tenant demand or increased vacancies.
- Changes in supply chain strategies that could reduce warehouse needs.
Competitors and Market Share
Key Competitors
- Prologis (PLD)
- EastGroup Properties (EGP)
- Rexford Industrial Realty (REXR)
- Duke Realty Corporation (DRE) (Acquired by Prologis)
- Terreno Realty Corporation (TRNO)
Competitive Landscape
ILPT competes in a highly fragmented but consolidating industrial real estate market. Its advantages include its portfolio's quality and location. Disadvantages can stem from its reliance on external management and potentially higher borrowing costs compared to larger, more established REITs. Competitors like Prologis have a larger scale and global reach.
Major Acquisitions
Monmouth Real Estate Investment Corporation
- Year: 2021
- Acquisition Price (USD millions): 4000
- Strategic Rationale: The acquisition of Monmouth significantly expanded ILPT's portfolio of industrial properties, enhancing its scale, geographic diversification, and market position within the logistics sector. It aimed to create a more robust and diversified REIT.
Growth Trajectory and Initiatives
Historical Growth: ILPT's historical growth has been influenced by its formation, strategic acquisitions (like Monmouth), and its ability to lease and manage its industrial property portfolio effectively. Growth has been driven by expanding its footprint and optimizing its property holdings.
Future Projections: Future growth projections for ILPT are typically based on analyst estimates of rental income growth, potential acquisitions, development pipelines, and overall market conditions for industrial real estate. Analysts often provide guidance on expected FFO per share growth.
Recent Initiatives: Recent initiatives likely include strategies to optimize its portfolio by selling non-core assets and acquiring or developing modern, well-located logistics facilities. The company also focuses on tenant retention and lease escalations to drive rental income growth.
Summary
Industrial Logistics Properties Trust (ILPT) is a significant player in the US industrial real estate market, benefiting from strong e-commerce trends. Its recent acquisition of Monmouth has bolstered its portfolio. However, it faces intense competition and reliance on external management. Continued focus on modern assets and strategic acquisitions will be key to its future success, while navigating rising interest rates and economic uncertainties will be critical.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations (SEC Filings - 10-K, 10-Q)
- Financial data providers (e.g., Bloomberg, Refinitiv, Yahoo Finance)
- Industry analysis reports
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Market share data and financial metrics are estimates and subject to change. Investors should conduct their own due diligence before making investment decisions.
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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