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Upturn AI SWOT - About
Inventrust Properties Corp (IVT)
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Upturn Advisory Summary
07/14/2025: IVT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $31.6
1 Year Target Price $31.6
| 4 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -18.47% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.11B USD | Price to earnings Ratio 113.08 | 1Y Target Price 31.6 |
Price to earnings Ratio 113.08 | 1Y Target Price 31.6 | ||
Volume (30-day avg) 6 | Beta -6.05 | 52 Weeks Range 24.99 - 30.88 | Updated Date 07/14/2025 |
52 Weeks Range 24.99 - 30.88 | Updated Date 07/14/2025 | ||
Dividends yield (FY) 3.39% | Basic EPS (TTM) 0.24 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.25% | Operating Margin (TTM) 19.67% |
Management Effectiveness
Return on Assets (TTM) 1.23% | Return on Equity (TTM) 1.07% |
Valuation
Trailing PE 113.08 | Forward PE 101.01 | Enterprise Value 2761355114 | Price to Sales(TTM) 7.49 |
Enterprise Value 2761355114 | Price to Sales(TTM) 7.49 | ||
Enterprise Value to Revenue 9.83 | Enterprise Value to EBITDA 16.27 | Shares Outstanding 77567800 | Shares Floating 77046509 |
Shares Outstanding 77567800 | Shares Floating 77046509 | ||
Percent Insiders 0.66 | Percent Institutions 73.52 |
Upturn AI SWOT
Inventrust Properties Corp
Company Overview
History and Background
InvenTrust Properties Corp. is a retail REIT (Real Estate Investment Trust) focused on acquiring, owning, and managing grocery-anchored shopping centers in the Sun Belt region of the United States. Founded in 2004, it initially operated as a non-traded REIT before becoming a publicly traded company.
Core Business Areas
- Retail Properties: Owns and operates a portfolio of multi-tenant retail properties, primarily grocery-anchored shopping centers.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other key executives. The organizational structure is typical of a REIT, with departments for property management, acquisitions, finance, and investor relations.
Top Products and Market Share
Key Offerings
- Grocery-Anchored Shopping Centers: InvenTrust owns and manages a portfolio of retail properties that are anchored by grocery stores. These centers provide essential goods and services to the surrounding communities. Competitors include Kimco Realty (KIM), Regency Centers (REG), and Federal Realty Investment Trust (FRT). Market share data is not readily available.
Market Dynamics
Industry Overview
The retail REIT industry is influenced by factors such as consumer spending, e-commerce trends, and interest rates. Grocery-anchored shopping centers tend to be more resilient than other retail segments due to their focus on essential goods.
Positioning
InvenTrust focuses on grocery-anchored centers in high-growth Sun Belt markets, giving it a degree of competitive advantage.
Total Addressable Market (TAM)
The TAM for retail REITs is substantial, valued in the hundreds of billions of dollars. Inventrust's positioning in the grocery-anchored segment gives it a focused portion of this TAM.
Upturn SWOT Analysis
Strengths
- Focus on grocery-anchored centers
- Presence in Sun Belt markets
- Experienced management team
Weaknesses
- Concentration in a single property type (retail)
- Sensitivity to interest rate fluctuations
- Reliance on tenant performance
Opportunities
- Acquisition of additional properties
- Development of new retail centers
- Enhancement of existing properties
Threats
- Economic downturn
- Increased competition
- Changes in consumer behavior
Competitors and Market Share
Key Competitors
- KIM
- REG
- FRT
Competitive Landscape
InvenTrust competes with other REITs for acquisitions and tenants. Its focus on grocery-anchored centers and Sun Belt markets differentiates it from some competitors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can be assessed by analyzing revenue, net income, and asset growth over time.
Future Projections: Analyst estimates for future growth can be found on financial websites and investment research reports.
Recent Initiatives: Recent initiatives may include property acquisitions, development projects, and strategic partnerships.
Summary
InvenTrust is a retail REIT focusing on grocery-anchored centers in Sun Belt markets, which is a relatively stable business model. The company's financial performance depends on various market factors. While its niche provides some resilience, its sensitivity to interest rates and reliance on tenants pose challenges. Potential growth lies in acquisitions and development.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Financial news websites
- Investment research reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share and other figures are estimates and may not be precise.
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 Inventrust Properties Corp
Exchange NYSE | Headquaters Downers Grove, IL, United States | ||
IPO Launch date 2014-02-24 | CEO, President & Director Mr. Daniel Joseph Busch | ||
Sector Real Estate | Industry REIT - Retail | Full time employees 101 | |
Full time employees 101 | |||
InvenTrust Properties Corp. (the "Company," IVT, or InvenTrust) is a premier Sun Belt, multi-tenant essential retail REIT that owns, leases, redevelops, acquires and manages grocery-anchored neighborhood and community centers as well as high-quality power centers that often have a grocery component. Management pursues the Company's business strategy by acquiring retail properties in Sun Belt markets, opportunistically disposing of retail properties, and maintaining a flexible capital structure. A trusted, local operator bringing real estate expertise to its tenant relationships, IVT has built a strong reputation with market participants across its portfolio.
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