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IVT
Upturn stock ratingUpturn stock rating

Inventrust Properties Corp (IVT)

Upturn stock ratingUpturn stock rating
$27.4
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/30/2025: IVT (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

6 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $31.6

1 Year Target Price $31.6

Analysts Price Target For last 52 week
$31.6Target price
Low$23.43
Current$27.4
high$30.88

Analysis of Past Performance

Type Stock
Historic Profit -18.47%
Avg. Invested days 31
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 2.14B USD
Price to earnings Ratio 114.92
1Y Target Price 31.6
Price to earnings Ratio 114.92
1Y Target Price 31.6
Volume (30-day avg) 6
Beta -6.05
52 Weeks Range 23.43 - 30.88
Updated Date 06/29/2025
52 Weeks Range 23.43 - 30.88
Updated Date 06/29/2025
Dividends yield (FY) 3.36%
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 114.92
Forward PE 102.04
Enterprise Value 2795484931
Price to Sales(TTM) 7.61
Enterprise Value 2795484931
Price to Sales(TTM) 7.61
Enterprise Value to Revenue 9.95
Enterprise Value to EBITDA 16.47
Shares Outstanding 77567800
Shares Floating 77046509
Shares Outstanding 77567800
Shares Floating 77046509
Percent Insiders 0.66
Percent Institutions 73.63

Analyst Ratings

Rating 3
Target Price 31.6
Buy -
Strong Buy 4
Buy -
Strong Buy 4
Hold 2
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Inventrust Properties Corp

stock logo

Company Overview

overview logo 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.

business area logo Core Business Areas

  • Retail Properties: Owns and operates a portfolio of multi-tenant retail properties, primarily grocery-anchored shopping centers.

leadership logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.