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Upturn AI SWOT - About
Modiv Inc (MDV)
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Upturn Advisory Summary
10/15/2025: MDV (1-star) is a SELL. SELL since 4 days. Simulated Profits (-4.32%). Updated daily EoD!
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
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $17.75
1 Year Target Price $17.75
| 4 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -31.1% | Avg. Invested days 38 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 146.08M USD | Price to earnings Ratio - | 1Y Target Price 17.75 |
Price to earnings Ratio - | 1Y Target Price 17.75 | ||
Volume (30-day avg) 5 | Beta -0.32 | 52 Weeks Range 13.09 - 16.76 | Updated Date 10/17/2025 |
52 Weeks Range 13.09 - 16.76 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 7.99% | Basic EPS (TTM) -0.44 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.47% | Operating Margin (TTM) 44.52% |
Management Effectiveness
Return on Assets (TTM) 2.5% | Return on Equity (TTM) -0.56% |
Valuation
Trailing PE - | Forward PE 149.25 | Enterprise Value 422070489 | Price to Sales(TTM) 3.09 |
Enterprise Value 422070489 | Price to Sales(TTM) 3.09 | ||
Enterprise Value to Revenue 8.98 | Enterprise Value to EBITDA 12.87 | Shares Outstanding 10158304 | Shares Floating 9281541 |
Shares Outstanding 10158304 | Shares Floating 9281541 | ||
Percent Insiders 8.75 | Percent Institutions 23.21 |
Upturn AI SWOT
Modiv Inc
Company Overview
History and Background
Modiv Inc., formerly known as American Realty Capital - Retail Centers of America, Inc., was founded in 2012. It's a publicly traded REIT focused on single-tenant net-lease real estate. The company rebranded to Modiv Inc. in 2021 to reflect its diversified investment strategy and modern approach.
Core Business Areas
- Real Estate Investment: Acquiring, owning, and managing a diversified portfolio of primarily single-tenant net-lease properties across the United States.
Leadership and Structure
Aaron Halfacre serves as the Chief Executive Officer. The company operates with a traditional corporate structure, including a Board of Directors and executive management team responsible for strategic direction and daily operations.
Top Products and Market Share
Key Offerings
- Net-Lease Properties: Modiv's primary offering is its portfolio of single-tenant net-lease properties across various industries, including retail, industrial, and healthcare. Market share data is difficult to pinpoint precisely for this specific portfolio composition. The larger net-lease REIT market is highly fragmented.Competitors include Realty Income (O), National Retail Properties (NNN), and Agree Realty (ADC).
Market Dynamics
Industry Overview
The net-lease REIT industry is influenced by interest rates, economic growth, and tenant creditworthiness. Increased interest rates impact acquisition costs and cap rates. Economic uncertainty can affect tenant occupancy and rent collection.
Positioning
Modiv positions itself as a diversified net-lease REIT with a focus on high-quality properties and strong tenant relationships. Competitive advantages could include property selection, tenant diversification and lease terms.
Total Addressable Market (TAM)
The TAM for net-lease real estate is substantial, estimated in the hundreds of billions of dollars. Modiv is a smaller player within this large market, with significant opportunity for growth but lower relative market share compared to industry giants.
Upturn SWOT Analysis
Strengths
- Diversified Property Portfolio
- Net-Lease Structure (Reduced Operating Expenses)
- Experienced Management Team
Weaknesses
- Smaller Market Capitalization Compared to Peers
- Sensitivity to Interest Rate Fluctuations
- Tenant Concentration Risk in Some Properties
Opportunities
- Acquisitions of High-Quality Properties
- Expansion into New Geographies
- Capitalizing on Sale-Leaseback Transactions
Threats
- Economic Recession Impacting Tenant Viability
- Rising Interest Rates Increasing Borrowing Costs
- Competition from Larger REITs
Competitors and Market Share
Key Competitors
- O
- NNN
- ADC
Competitive Landscape
Modiv faces stiff competition from larger, more established net-lease REITs. It needs to differentiate itself through property selection, tenant relationships, or capital allocation strategies.
Major Acquisitions
Houston Data Center
- Year: 2022
- Acquisition Price (USD millions): 36.7
- Strategic Rationale: Expanding into a high-growth, data-centric asset class adding diversity to the portfolio and new geographic location.
Growth Trajectory and Initiatives
Historical Growth: Requires data on historical revenue and asset growth.
Future Projections: Requires analyst estimates for revenue, earnings, and asset growth. Information not available without paid data subscriptions.
Recent Initiatives: Requires detailed information regarding recent initiatives.
Summary
Modiv Inc. is a smaller net-lease REIT facing considerable competition. Its diversified portfolio and net-lease structure are strengths, but its smaller size and interest rate sensitivity pose challenges. Future success hinges on strategic acquisitions and managing economic uncertainties. Recent data acquisitions help with expanding into a high-growth, data-centric asset class adding diversity to the portfolio and new geographic location.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Investor Presentations
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market share data is estimated and may not be precise.
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 Modiv Inc
Exchange NYSE | Headquaters Denver, CO, United States | ||
IPO Launch date 2022-02-11 | President, CEO & Director Mr. Aaron Scott Halfacre CFA(R) | ||
Sector Real Estate | Industry REIT - Industrial | Full time employees 12 | Website https://www.modiv.com |
Full time employees 12 | Website https://www.modiv.com | ||
Modiv Industrial, Inc. is an internally managed REIT that is focused on single-tenant net-lease industrial manufacturing real estate. The Company actively acquires critical industrial manufacturing properties with long-term leases to tenants that fuel the national economy and strengthen the nation's supply chains.
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