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Upturn AI SWOT - About
Independence Realty Trust Inc (IRT)

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Upturn Advisory Summary
10/27/2025: IRT (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $21.04
1 Year Target Price $21.04
| 7 | Strong Buy |
| 3 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -2.61% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.90B USD | Price to earnings Ratio 135.5 | 1Y Target Price 21.04 |
Price to earnings Ratio 135.5 | 1Y Target Price 21.04 | ||
Volume (30-day avg) 14 | Beta 0.96 | 52 Weeks Range 15.87 - 21.48 | Updated Date 10/27/2025 |
52 Weeks Range 15.87 - 21.48 | Updated Date 10/27/2025 | ||
Dividends yield (FY) 3.99% | Basic EPS (TTM) 0.12 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date 2025-10-29 | When After Market | Estimate 0.06 | Actual - |
Profitability
Profit Margin 4.3% | Operating Margin (TTM) 16.83% |
Management Effectiveness
Return on Assets (TTM) 1.31% | Return on Equity (TTM) 0.8% |
Valuation
Trailing PE 135.5 | Forward PE 60.98 | Enterprise Value 6046205284 | Price to Sales(TTM) 6.04 |
Enterprise Value 6046205284 | Price to Sales(TTM) 6.04 | ||
Enterprise Value to Revenue 9.38 | Enterprise Value to EBITDA 18 | Shares Outstanding 233817113 | Shares Floating 231871573 |
Shares Outstanding 233817113 | Shares Floating 231871573 | ||
Percent Insiders 0.63 | Percent Institutions 103.92 |
Upturn AI SWOT
Independence Realty Trust Inc

Company Overview
History and Background
Independence Realty Trust, Inc. (IRT) was founded in 2011, focusing on the acquisition and management of multifamily properties. Initially externally managed, it internalized management in 2012. Key milestones include significant portfolio expansion through acquisitions and strategic dispositions.
Core Business Areas
- Multifamily Properties: Owns, operates, and acquires multifamily apartment communities primarily in the Sunbelt and Midwest regions of the United States.
Leadership and Structure
Scott Schaeffer is the Chairman and CEO. The company has a board of directors and operates with a typical corporate structure for a REIT.
Top Products and Market Share
Key Offerings
- Apartment Rentals: Primary revenue source, renting apartment units within their owned properties. Market share varies by region; IRT focuses on specific Sunbelt and Midwest markets. Competitors include Mid-America Apartment Communities (MAA) and Camden Property Trust (CPT).
Market Dynamics
Industry Overview
The multifamily housing market is currently experiencing increased demand and supply due to demographic shifts and urbanization, especially in the Sunbelt region. Interest rates and economic growth significantly impact the sector.
Positioning
IRT is a mid-sized REIT focusing on Class B multifamily properties in growing Sunbelt and Midwest markets. Its competitive advantage lies in market selection and operational efficiencies.
Total Addressable Market (TAM)
The total US multifamily rental market is estimated at over $1.5 trillion. IRT's TAM is concentrated within its target geographic regions, estimated to be a smaller fraction of this total. IRT is positioned to capture revenue within specific growing markets.
Upturn SWOT Analysis
Strengths
- Strategic focus on high-growth Sunbelt and Midwest markets
- Experienced management team
- Operational efficiencies in property management
- Strong occupancy rates in target markets
Weaknesses
- Relatively smaller market capitalization compared to larger REITs
- Sensitivity to interest rate fluctuations
- Concentration in specific geographic regions increases risk
- Dependence on rental income
Opportunities
- Further expansion in target markets through acquisitions
- Renovation and repositioning of existing properties to increase rental income
- Capitalizing on demographic trends favoring rental housing
- Technological advancements in property management
Threats
- Economic downturn impacting rental demand
- Increased competition from new multifamily developments
- Rising interest rates increasing borrowing costs
- Property damage from natural disasters
Competitors and Market Share
Key Competitors
- MAA
- CPT
- AVB
- EQR
Competitive Landscape
IRT is a smaller REIT compared to MAA and CPT. Its advantage lies in market selection within the Sunbelt and Midwest regions. Competition is intense for property acquisitions.
Major Acquisitions
Trade Street Residential Inc.
- Year: 2016
- Acquisition Price (USD millions): 391
- Strategic Rationale: Expanded IRT's portfolio and market presence in the Sunbelt region.
Growth Trajectory and Initiatives
Historical Growth: IRT has grown through acquisitions and organic rental income growth.
Future Projections: Analyst estimates vary depending on market conditions and IRT's acquisition strategy.
Recent Initiatives: Recent initiatives include property acquisitions and renovations to increase asset value.
Summary
Independence Realty Trust is a mid-sized REIT with a focus on the growing Sunbelt and Midwest multifamily markets. While smaller than its peers, its targeted approach and operational efficiencies have driven growth. Rising interest rates and increased competition present challenges, but strategic acquisitions and renovations offer opportunities. Overall, IRT's long-term success depends on its ability to navigate market fluctuations and maintain occupancy rates in its chosen markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Analyst Reports
- Industry Reports (e.g., National Multifamily Housing Council)
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
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), an S&P 400 MidCap Company, is a real estate investment trust ("REIT") that owns and operates multifamily communities, across non-gateway U.S. markets. 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's main objective is to provide attractive risk-adjusted returns to shareholders through diligent portfolio management, strong operational performance, and a consistent return on capital through distributions and capital appreciation.

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