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Upturn AI Summary - About
Inventrust Properties Corp(IVT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IVT
11/13/2026: IVT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
InvenTrust Properties Corp. is a publicly traded REIT specializing in open-air, grocery-anchored retail centers primarily located in high-growth Sunbelt markets. The company's core strength lies in its focus on essential-retail tenants, which provide relatively stable, recession-resistant rental income. Its primary growth opportunity stems from active portfolio management, including selective acquisitions and property redevelopments in desirable suburban locations. Key risks include sensitivity to interest rate fluctuations and intense competition for high-quality retail assets. This stock is generally suited for dividend-focused and conservative investors seeking exposure to the stable, defensive segment of the retail real estate market.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While the company has growth potential through acquisition and redevelopment, it is a stable REIT rather than a high-growth technology stock. |
| Momentum investor | Weak fit | The stock typically exhibits steady, long-term behavior rather than the rapid, explosive price movements favored by momentum investors. |
| Value investor | Strong fit | Value investors may appreciate the underlying asset value of its prime real estate portfolio and disciplined pricing. |
| Dividend investor | Strong fit | The company is structured as a REIT, making it a suitable candidate for investors seeking steady income through dividend distributions. |
| Low-risk investor | Strong fit | The focus on grocery-anchored, essential retail provides defensive characteristics suitable for more conservative, risk-averse portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Real estate stocks often correlate with interest rate expectations, leading to periodic price fluctuations. |
| Valuation risk | Medium | Investors must assess whether the market price appropriately reflects the net asset value of the portfolio. |
| Competition risk (Retail REIT) | Medium / high | Access to capital for large acquisitions can be difficult given the competition from larger, better-capitalized REIT peers. |
| Business quality | Strong | The focus on high-quality, grocery-anchored centers in Sunbelt markets provides strong underlying asset stability. |
| Dividend income | Medium / high | While dividends are a core part of the thesis, they depend on consistent cash flow from property tenants. |
| Execution risk | Medium | The success of the growth strategy relies on the management team's ability to identify and execute on accretive property acquisitions. |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.48B USD | Price to earnings Ratio 88.19 | 1Y Target Price 34.38 |
Price to earnings Ratio 88.19 | 1Y Target Price 34.38 | ||
Volume (30-day avg) 633.7K shares | Beta 0.79 | 52 Weeks Range 26.58 - 36.92 | Updated Date 11/13/2026 |
52 Weeks Range 26.58 - 36.92 | Updated Date 11/13/2026 | ||
Dividends yield (FY) 3.13% | Basic EPS (TTM) 0.36 |
Sector & Industry Intelligence
Sector
Real Estate
Constructive- Sentiment
- Strong Bullish
- Momentum
- BUY Breadth Improving
- BUY participation
- 64.5%
- Active BUY / eligible
- 20 / 31
- 30-Day BUY Count Change
- +16
- Market state
- Strong Bullish
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
REIT - Retail
- BUY participation
- 66.7%
- Active BUY / eligible
- 4 / 6
- 30-Day BUY Count Change
- +4
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit -0.49% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Rental Operations | Collection of base rent and recoveries from retail tenants, primarily grocers and essential service providers. | The company earns money primarily by leasing space to grocery stores and businesses that people visit frequently. |
| Sunbelt Geography | Properties located across high-growth southern and western U.S. states. | Revenue is bolstered by regional population growth in the Sunbelt, which supports high demand for retail space. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-27 | When After Market | Estimate 0.49 | Actual 0.5 |
Profitability
Profit Margin 8.68% | Operating Margin (TTM) 16.38% |
Management Effectiveness
Return on Assets (TTM) 1.18% | Return on Equity (TTM) 1.6% |
Valuation
Trailing PE 88.19 | Forward PE 250 | Enterprise Value 3.48B | Price to Sales(TTM) 7.5 |
Enterprise Value 3.48B | Price to Sales(TTM) 7.5 | ||
Enterprise Value to Revenue 10.56 | Enterprise Value to EBITDA 15.75 | Shares Outstanding 77.98M | Shares Floating 77.13M |
Shares Outstanding 77.98M | Shares Floating 77.13M | ||
Percent Insiders 0.94 | Percent Institutions 91.55 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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