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Upturn AI SWOT - About
Inventrust Properties Corp (IVT)
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Upturn Advisory Summary
10/28/2025: 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 $31.67
1 Year Target Price $31.67
| 4 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -18.89% | 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 10/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.24B USD | Price to earnings Ratio 20.08 | 1Y Target Price 31.67 |
Price to earnings Ratio 20.08 | 1Y Target Price 31.67 | ||
Volume (30-day avg) 6 | Beta -6.4 | 52 Weeks Range 24.79 - 30.63 | Updated Date 10/28/2025 |
52 Weeks Range 24.79 - 30.63 | Updated Date 10/28/2025 | ||
Dividends yield (FY) 3.21% | Basic EPS (TTM) 1.44 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-10-28 | When After Market | Estimate 0.08 | Actual - |
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 20.08 | Forward PE 250 | Enterprise Value 2641572431 | Price to Sales(TTM) 7.82 |
Enterprise Value 2641572431 | Price to Sales(TTM) 7.82 | ||
Enterprise Value to Revenue 9.2 | Enterprise Value to EBITDA 9.97 | Shares Outstanding 77606396 | Shares Floating 77081777 |
Shares Outstanding 77606396 | Shares Floating 77081777 | ||
Percent Insiders 0.66 | Percent Institutions 74.97 |
Upturn AI SWOT
Inventrust Properties Corp
Company Overview
History and Background
InvenTrust Properties Corp. (IVT) is a retail REIT focused on acquiring, owning, and managing grocery-anchored shopping centers in Sun Belt markets. The company was originally part of Inland Real Estate Investment Corporation and later spun off as a public entity.
Core Business Areas
- Retail Properties: Acquisition, ownership, leasing, and management of grocery-anchored shopping centers.
Leadership and Structure
The leadership team includes a Chief Executive Officer (CEO), Chief Financial Officer (CFO), and other key executives responsible for overseeing different aspects of the business. Organizational structure involves departments for acquisitions, leasing, property management, finance, and legal.
Top Products and Market Share
Key Offerings
- Grocery-Anchored Shopping Centers: InvenTrust owns and manages a portfolio of high-quality grocery-anchored shopping centers, providing essential retail spaces for tenants. Competitors include other retail REITs such as Kimco Realty Corp (KIM) and Regency Centers Corp (REG).
Market Dynamics
Industry Overview
The retail REIT sector is influenced by consumer spending, economic growth, and e-commerce trends. Demand for grocery-anchored centers remains stable due to essential nature of businesses.
Positioning
InvenTrust focuses on grocery-anchored centers in growing Sun Belt markets, providing a stable tenant base and consistent cash flow. The company seeks to differentiate itself through strategic acquisitions and active property management.
Total Addressable Market (TAM)
The total addressable market for retail REITs specializing in grocery-anchored centers is estimated to be in the hundreds of billions of dollars. IVT is well-positioned to capture a portion of this TAM through its focus on high-growth markets.
Upturn SWOT Analysis
Strengths
- Focus on grocery-anchored centers
- Portfolio concentrated in Sun Belt markets
- Experienced management team
- Strong tenant relationships
Weaknesses
- Relatively smaller market capitalization compared to larger REITs
- Concentration in retail sector
- Sensitivity to interest rate changes
Opportunities
- Acquisitions of well-located shopping centers
- Redevelopment and expansion of existing properties
- Growing demand in Sun Belt markets
- E-commerce resistant tenants
Threats
- Economic downturn
- Increased competition from other REITs
- Rising interest rates
- Changes in consumer behavior
Competitors and Market Share
Key Competitors
- KIM
- REG
- FRT
- WHLR
Competitive Landscape
InvenTrust is a smaller player compared to larger REITs like Kimco and Regency. It focuses on specific markets to gain a competitive edge. InvenTrust's advantages are its focus on grocery-anchored centers and concentration in Sun Belt markets, while it's disadvantages includes smaller market capitalization.
Major Acquisitions
Bexley Commons
- Year: 2023
- Acquisition Price (USD millions): 42.3
- Strategic Rationale: Expansion of portfolio in key Sun Belt market with a strong grocery anchor.
Growth Trajectory and Initiatives
Historical Growth: Assess past growth trends by analyzing historical revenue, FFO, and NOI growth.
Future Projections: Analyst estimates predict continued growth in FFO and NOI, driven by acquisitions and organic growth. Consider the impact of interest rates.
Recent Initiatives: Recent strategic initiatives include acquisitions of grocery-anchored centers in target markets and redevelopment projects to enhance property value.
Summary
InvenTrust is a focused retail REIT with a strategy centered on grocery-anchored shopping centers in growing Sun Belt markets, offering stability through essential retail businesses. While it shows strong growth potential through strategic acquisitions and favorable market dynamics, its smaller size and concentration in the retail sector expose it to economic downturns and interest rate sensitivity. Recent acquisitions and a focus on high-growth areas have strengthened its portfolio, positioning the company for continued growth and shareholder returns. However, it should keep a close watch on the economy and rising rates.
Similar Stocks
Sources and Disclaimers
Data Sources:
- InvenTrust Properties Corp. Investor Relations
- SEC Filings
- Analyst Reports
- Company Press Releases
- YCHARTS
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and 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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