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Upturn AI SWOT - About
IRT 
Independence Realty Trust Inc (IRT)
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Upturn Advisory Summary
06/30/2025: IRT (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
14 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $22.25
1 Year Target Price $22.25
| 7 | Strong Buy |
| 3 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 5.17% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.21B USD | Price to earnings Ratio 135.15 | 1Y Target Price 22.25 |
Price to earnings Ratio 135.15 | 1Y Target Price 22.25 | ||
Volume (30-day avg) 14 | Beta 0.97 | 52 Weeks Range 16.94 - 21.70 | Updated Date 06/30/2025 |
52 Weeks Range 16.94 - 21.70 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 3.87% | Basic EPS (TTM) 0.13 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.69% | Operating Margin (TTM) 16.45% |
Management Effectiveness
Return on Assets (TTM) 1.32% | Return on Equity (TTM) 0.86% |
Valuation
Trailing PE 135.15 | Forward PE 79.37 | Enterprise Value 6332503571 | Price to Sales(TTM) 6.57 |
Enterprise Value 6332503571 | Price to Sales(TTM) 6.57 | ||
Enterprise Value to Revenue 9.88 | Enterprise Value to EBITDA 19.11 | Shares Outstanding 233784992 | Shares Floating 231833586 |
Shares Outstanding 233784992 | Shares Floating 231833586 | ||
Percent Insiders 0.63 | Percent Institutions 102.22 |
Analyst Ratings
Rating 4 | Target Price 22.25 | Buy 3 | Strong Buy 7 |
Buy 3 | Strong Buy 7 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Independence Realty Trust Inc
Company Overview
History and Background
Independence Realty Trust, Inc. (IRT) was founded in 2011. It is a real estate investment trust (REIT) focused on owning and operating apartment communities in the Sunbelt and Midwest regions of the United States. The company's growth has been through acquisitions and property improvements.
Core Business Areas
- Apartment Ownership and Operation: IRT owns and operates a portfolio of multifamily properties. Its primary revenue source is rental income from these properties.
Leadership and Structure
Scott F. Schaeffer is the Chairman and CEO. The company has a traditional corporate structure with a Board of Directors and executive management team overseeing operations.
Top Products and Market Share
Key Offerings
- Apartment Rentals: IRT's core product is apartment rentals in its target markets. Market share data for specific apartment communities is fragmented and not easily available in aggregate. Competitors include other publicly traded apartment REITs and private apartment owners in specific geographic markets. Revenue is derived from rental income.
Market Dynamics
Industry Overview
The apartment REIT industry is influenced by factors such as interest rates, employment growth, population migration, and housing affordability. Demand for apartments is currently moderate, affected by economic uncertainty, and increased development. Development will be slowing due to higher rates, but demand has softened as well.
Positioning
IRT is a mid-sized apartment REIT focused on the Sunbelt and Midwest markets. Its competitive advantages include its geographic focus, value-add strategy and experienced management team.
Total Addressable Market (TAM)
The total US rental market is estimated to be > $500 Billion. IRT is positioned to capture a share of the market in its focused regions, primarily the Sunbelt and Midwest, through strategic property acquisitions and operational efficiencies.
Upturn SWOT Analysis
Strengths
- Geographic Focus (Sunbelt and Midwest)
- Experienced Management Team
- Value-Add Strategy (property improvements)
- Strong balance sheet
Weaknesses
- Smaller Size Compared to Larger REITs
- Exposure to specific geographic markets
- Reliance on rental income.
Opportunities
- Acquisition Opportunities in Target Markets
- Rent Growth Potential
- Increasing Demand for Rental Housing
- Technology and Innovation to increase net operating income.
Threats
- Economic Downturn
- Rising Interest Rates
- Increased Competition
- New Housing Supply
Competitors and Market Share
Key Competitors
- AVB
- EQR
- MAA
- UDR
Competitive Landscape
IRT is smaller than some of its larger competitors like AVB and EQR. Its competitive advantage lies in its focus on specific geographic markets and its value-add strategy. Note: market share is difficult to accurately estimate due to fragmentation.
Major Acquisitions
Trade Street Residential
- Year: 2016
- Acquisition Price (USD millions): 313
- Strategic Rationale: Expanded IRT's presence in key markets, adding a portfolio of high-quality apartment communities.
Growth Trajectory and Initiatives
Historical Growth: IRT's growth has been driven by acquisitions and organic rent growth. The historical growth will be available on their investor relations page.
Future Projections: Future growth is expected to be driven by continued acquisitions, property improvements, and rent increases.
Recent Initiatives: Recent strategic initiatives include acquisitions of apartment communities and capital improvements to existing properties.
Summary
Independence Realty Trust (IRT) is a mid-sized apartment REIT specializing in Sunbelt and Midwest markets. Its strengths lie in its geographic focus, value-add strategies, and experienced management. IRT should monitor interest rates and the competitive landscape. Overall the company's growth has been solid in the space, as well as the risks associated with acquisitions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Investor Relations Materials
- Industry Reports
- Financial News Outlets
- Real Estate Market Analysis
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance are subject to change. Consult with a financial professional 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 Independence Realty Trust Inc
Exchange NYSE | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 2013-08-13 | CEO & Chairman Mr. Scott F. Schaeffer | ||
Sector Real Estate | Industry REIT - Residential | Full time employees 917 | Website https://www.irtliving.com |
Full time employees 917 | Website https://www.irtliving.com | ||
Independence Realty Trust, Inc. (NYSE: IRT) is a real estate investment trust that owns and operates multifamily communities, across non-gateway U.S. markets including Atlanta, GA, Dallas, TX, Denver, CO, Columbus, OH, Indianapolis, IN, Raleigh-Durham, NC, Oklahoma City, OK, Nashville, TN, Houston, TX, and Tampa, FL. IRT's investment strategy is focused on gaining scale near major employment centers within key amenity rich submarkets that offer good school districts and high-quality retail. IRT aims to provide stockholders attractive risk-adjusted returns through diligent portfolio management, strong operational performance, and a consistent return on capital through distributions and capital appreciation.
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