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IVT
Upturn stock ratingUpturn stock rating

Inventrust Properties Corp (IVT)

Upturn stock ratingUpturn stock rating
$29.79
Last Close (24-hour delay)
Profit since last BUY5.83%
upturn advisory
Consider higher Upturn Star rating
BUY since 9 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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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

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

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $32

1 Year Target Price $32

Analysts Price Target For last 52 week
$32 Target price
52w Low $24.99
Current$29.79
52w High $30.88

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
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 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

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 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

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.