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Upturn AI SWOT - About
Inventrust Properties Corp (IVT)
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Upturn Advisory Summary
08/28/2025: IVT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $32
1 Year Target Price $32
| 4 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -13.72% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.30B USD | Price to earnings Ratio 20.61 | 1Y Target Price 32 |
Price to earnings Ratio 20.61 | 1Y Target Price 32 | ||
Volume (30-day avg) 6 | Beta -6.08 | 52 Weeks Range 24.99 - 30.88 | Updated Date 08/28/2025 |
52 Weeks Range 24.99 - 30.88 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 3.17% | Basic EPS (TTM) 1.44 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-07-30 | When After Market | Estimate 0.07 | Actual 0.0374 |
Profitability
Profit Margin 39.01% | Operating Margin (TTM) 16.91% |
Management Effectiveness
Return on Assets (TTM) 1.25% | Return on Equity (TTM) 6.67% |
Valuation
Trailing PE 20.61 | Forward PE 109.89 | Enterprise Value 2755653833 | Price to Sales(TTM) 8.02 |
Enterprise Value 2755653833 | Price to Sales(TTM) 8.02 | ||
Enterprise Value to Revenue 9.6 | Enterprise Value to EBITDA 10.41 | Shares Outstanding 77606400 | Shares Floating 77081777 |
Shares Outstanding 77606400 | Shares Floating 77081777 | ||
Percent Insiders 0.66 | Percent Institutions 75.03 |
Upturn AI SWOT
Inventrust Properties Corp
Company Overview
History and Background
InvenTrust Properties Corp. is a retail REIT focused on owning, managing, and acquiring grocery-anchored shopping centers in Sun Belt markets. The company was founded in 2004, initially as a non-traded REIT named Inland American Retail Management Company. It evolved through various iterations and a strategic shift towards high-quality grocery-anchored properties. InvenTrust transitioned to a listed REIT (IVT) in 2021.
Core Business Areas
- Grocery-Anchored Shopping Centers: Owns, manages, and acquires grocery-anchored shopping centers located primarily in the Sun Belt region of the United States. These centers typically include a leading grocery store along with a mix of national, regional, and local retailers.
Leadership and Structure
Daniel J. Busch is the Chief Executive Officer. The company has a board of directors and a management team responsible for overseeing operations, strategy, and investment decisions. The organizational structure reflects a REIT model, emphasizing asset management and shareholder value.
Top Products and Market Share
Key Offerings
- Grocery-Anchored Shopping Center Leases: InvenTrust leases retail space within its grocery-anchored shopping centers to a variety of tenants. Market share is difficult to pinpoint precisely, but it competes with numerous REITs and private landlords in specific geographic markets. Competitors include Regency Centers (REG), Kimco Realty (KIM), and Federal Realty Investment Trust (FRT).
- Outparcel Leases: InvenTrust also has outparcel leases, and revenue on these properties. Market share is difficult to pinpoint precisely, but it competes with numerous REITs and private landlords in specific geographic markets. Competitors include Regency Centers (REG), Kimco Realty (KIM), and Federal Realty Investment Trust (FRT).
Market Dynamics
Industry Overview
The retail REIT industry is influenced by factors such as consumer spending, economic growth, e-commerce trends, and interest rates. Grocery-anchored centers have proven relatively resilient compared to other retail formats due to the essential nature of groceries. The current environment includes increased competition, rising interest rates, and shifting consumer behavior.
Positioning
InvenTrust focuses on high-quality, grocery-anchored centers in growing Sun Belt markets. This strategic positioning allows them to capitalize on population growth and resilient consumer demand for essential goods and services. Their competitive advantage lies in their targeted geographic focus, asset quality, and established relationships with leading grocers.
Total Addressable Market (TAM)
The TAM for grocery-anchored real estate is substantial, estimated to be in the hundreds of billions of dollars. InvenTrust captures a fraction of this TAM through its portfolio of properties, aiming to increase its market share through strategic acquisitions and organic growth.
Upturn SWOT Analysis
Strengths
- Focus on grocery-anchored centers
- Concentration in high-growth Sun Belt markets
- Strong relationships with leading grocers
- Experienced management team
Weaknesses
- Geographic concentration could expose them to regional economic downturns
- Dependence on anchor tenants
- Exposure to changing consumer preferences
- Smaller market capitalization compared to larger REIT peers
Opportunities
- Acquire additional grocery-anchored centers in target markets
- Develop outparcels on existing properties
- Increase rents and occupancy rates
- Diversify tenant mix
Threats
- Economic downturns that reduce consumer spending
- Increased competition from other REITs and private landlords
- Rising interest rates
- Changing consumer preferences (e-commerce impact on in-store shopping)
Competitors and Market Share
Key Competitors
- REG
- KIM
- FRT
Competitive Landscape
InvenTrust competes with larger, more diversified REITs. Its advantage lies in its targeted geographic focus and asset quality. Its smaller size can be a disadvantage in terms of access to capital.
Growth Trajectory and Initiatives
Historical Growth: InvenTrust's growth has been driven by strategic acquisitions and organic growth in its existing portfolio. Their transition to a listed REIT was a strategic growth initiative.
Future Projections: Analyst projections typically involve revenue growth estimates, NOI growth forecasts, and FFO per share projections. These can be found on financial data providers.
Recent Initiatives: Recent initiatives likely include property acquisitions, redevelopment projects, and efforts to enhance tenant mix and customer experience.
Summary
InvenTrust Properties Corp. focuses on grocery-anchored centers in high-growth Sun Belt markets, providing stability and growth potential. Their strengths lie in this focus and experienced management, but geographic concentration and competition pose challenges. Strategic acquisitions and optimizing their current portfolio are crucial. Monitoring consumer trends and adapting to the e-commerce landscape is vital.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Financial Data Providers
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual due diligence.
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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