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Upturn AI SWOT - About
Inventrust Properties Corp (IVT)
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Upturn Advisory Summary
12/02/2025: 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 $31.83
1 Year Target Price $31.83
| 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 12/02/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.22B USD | Price to earnings Ratio 18.78 | 1Y Target Price 31.83 |
Price to earnings Ratio 18.78 | 1Y Target Price 31.83 | ||
Volume (30-day avg) 6 | Beta -6.91 | 52 Weeks Range 24.79 - 30.49 | Updated Date 12/2/2025 |
52 Weeks Range 24.79 - 30.49 | Updated Date 12/2/2025 | ||
Dividends yield (FY) 3.29% | Basic EPS (TTM) 1.52 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 40.46% | Operating Margin (TTM) 17.88% |
Management Effectiveness
Return on Assets (TTM) 1.23% | Return on Equity (TTM) 6.65% |
Valuation
Trailing PE 18.78 | Forward PE 250 | Enterprise Value 2903463105 | Price to Sales(TTM) 7.56 |
Enterprise Value 2903463105 | Price to Sales(TTM) 7.56 | ||
Enterprise Value to Revenue 9.91 | Enterprise Value to EBITDA 10.54 | Shares Outstanding 77619380 | Shares Floating 77094673 |
Shares Outstanding 77619380 | Shares Floating 77094673 | ||
Percent Insiders 0.66 | Percent Institutions 74.99 |
Upturn AI SWOT
Inventrust Properties Corp
Company Overview
History and Background
InvenTrust Properties Corp. (IVT) is a retail real estate investment trust (REIT) primarily focused on acquiring, owning, and managing grocery-anchored shopping centers in high-growth markets across the United States. Founded in 2004 as Inland Western Retail Real Estate Trust, Inc., it rebranded as InvenTrust in 2015 and became a publicly traded company on the New York Stock Exchange in 2021.
Core Business Areas
- Grocery-Anchored Shopping Centers: InvenTrust owns and manages a portfolio of grocery-anchored shopping centers. These centers are typically anchored by a high-performing grocery store, attracting a steady stream of customers and supporting the success of other retailers within the center.
Leadership and Structure
Daniel Busch is the Chief Executive Officer. The company operates with a typical REIT structure, including a Board of Directors overseeing management.
Top Products and Market Share
Key Offerings
- Grocery-Anchored Shopping Centers: InvenTrust's primary offering is the management and leasing of space within its grocery-anchored shopping centers. Performance is dependent on location and tenant mix. Market share is variable depending on geography but generally aligned with their asset size relative to the overall grocery-anchored REIT market. Competitors include other REITs such as Regency Centers Corporation (REG), Kimco Realty Corporation (KIM), and Federal Realty Investment Trust (FRT).
Market Dynamics
Industry Overview
The grocery-anchored retail sector is generally stable due to the essential nature of grocery shopping. E-commerce has less impact compared to other retail segments. Trends include increased focus on mixed-use developments and enhanced customer experiences.
Positioning
InvenTrust focuses on high-growth markets in the Sun Belt region of the US and emphasizes strong grocery anchors. Their competitive advantage lies in strategic site selection and proactive asset management.
Total Addressable Market (TAM)
The TAM for grocery-anchored retail is substantial, estimated in the hundreds of billions of dollars. IVT, with its current market capitalization, captures a small but strategic portion of this TAM, focusing on specific high-growth geographies.
Upturn SWOT Analysis
Strengths
- Strong grocery anchor tenants
- Focus on high-growth markets
- Experienced management team
- Solid balance sheet
Weaknesses
- Concentration in specific geographic regions
- Sensitivity to economic downturns impacting retail spending
- Dependence on key anchor tenants
Opportunities
- Acquisition of additional properties in target markets
- Redevelopment and expansion of existing properties
- Partnerships with other retailers and service providers
- Capitalizing on increasing population migration
Threats
- Economic recession or slowdown
- Increased competition from other retail formats
- Rising interest rates impacting financing costs
- Changes in consumer shopping habits
Competitors and Market Share
Key Competitors
- REG
- KIM
- FRT
- WHLR
- BRX
Competitive Landscape
IVT competes with larger, more established REITs. Its advantage is its focus on high-growth markets. Disadvantages include smaller size and less diversification.
Major Acquisitions
University Square Shopping Center
- Year: 2023
- Acquisition Price (USD millions): 52
- Strategic Rationale: Expansion into a high-growth submarket with strong anchor tenants.
Growth Trajectory and Initiatives
Historical Growth: Historical growth can be assessed by looking at the company's revenue and FFO growth over the past few years.
Future Projections: Future projections would involve analyzing analyst estimates for revenue, FFO, and EPS growth.
Recent Initiatives: Recent initiatives include acquisitions of new properties and redevelopment projects to enhance the value of existing assets.
Summary
InvenTrust is a focused REIT with a strategy of targeting grocery-anchored centers in high-growth markets. Its strengths lie in its strategic positioning and experienced management. Challenges include competition from larger REITs and sensitivity to economic conditions. Future growth depends on successful acquisitions and redevelopment projects. IVT is moderately positioned in the market.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Financial news sources
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Market share data is estimated.
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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