Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Income Opportunity Realty Investors (IOR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: IOR (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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -7.74% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 69.13M USD | Price to earnings Ratio 11.64 | 1Y Target Price - |
Price to earnings Ratio 11.64 | 1Y Target Price - | ||
Volume (30-day avg) 1578 | Beta 0.2 | 52 Weeks Range 15.69 - 19.00 | Updated Date 03/30/2025 |
52 Weeks Range 15.69 - 19.00 | Updated Date 03/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.46 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date 2025-03-19 | When Before Market | Estimate - | Actual 0.2734 |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -0.18% | Return on Equity (TTM) 5.07% |
Valuation
Trailing PE 11.64 | Forward PE - | Enterprise Value 71149115 | Price to Sales(TTM) 11.34 |
Enterprise Value 71149115 | Price to Sales(TTM) 11.34 | ||
Enterprise Value to Revenue 11.3 | Enterprise Value to EBITDA 12.09 | Shares Outstanding 4066180 | Shares Floating 415319 |
Shares Outstanding 4066180 | Shares Floating 415319 | ||
Percent Insiders 89.79 | Percent Institutions 0.25 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Income Opportunity Realty Investors
Company Overview
History and Background
Income Opportunity Realty Investors, Inc. was incorporated in Texas in 1985. The company primarily focuses on investing in real estate and real estate-related assets.
Core Business Areas
- Real Estate Investments: Investing in a variety of real estate properties, including commercial and residential properties, as well as raw land.
- Real Estate Lending: Originating and acquiring real estate loans.
Leadership and Structure
Gene E. Phillips is the Chairman and Chief Executive Officer. The company operates with a traditional corporate structure, including a board of directors and various management teams overseeing different aspects of the business.
Top Products and Market Share
Key Offerings
- Real Estate Holdings: Primarily invests in land and residential properties. Market share data is not readily available as it's tied to specific properties. Competition varies by property and geographic region.
- Real Estate Loans: Offering debt financing to real estate developers. Market share is limited. Competitors include larger financial institutions.
Market Dynamics
Industry Overview
The real estate investment industry is affected by economic conditions, interest rates, and demographic shifts. Demand for various types of real estate fluctuates based on these factors.
Positioning
Income Opportunity Realty Investors occupies a niche position, focusing on select real estate assets. Competitive advantages are difficult to asses.
Total Addressable Market (TAM)
The TAM for real estate investment and lending is significant, amounting to trillions of dollars globally. IOT is not positioned to capture a substantial portion of this due to its size and niche focus.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified real estate portfolio
- Access to capital markets
Weaknesses
- Small market capitalization
- Limited geographic scope
- Reliance on key personnel
Opportunities
- Rising real estate values
- Increasing demand for real estate financing
- Strategic acquisitions
Threats
- Economic downturns
- Rising interest rates
- Increased competition
Competitors and Market Share
Key Competitors
- AGNC
- NRZ
- ARR
Competitive Landscape
Income Opportunity Realty Investors faces competition from larger REITs with greater resources and broader market reach. Its smaller size provides flexibility but limits its scale.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth is sporadic, influenced by strategic acquisitions and market conditions.
Future Projections: Future growth projections are speculative and dependent on successful investment strategies and market performance.
Recent Initiatives: Recent initiatives are not publicly available, rely on periodic news releases
Summary
Income Opportunity Realty Investors is a small-cap real estate investment company with a focus on land and residential properties. Its financial performance has been historically volatile. The company is exposed to risks from economic downturns and changes in interest rates. Investors should carefully consider its size and competitive landscape before investing.
Similar Companies
- AGNC
- NRZ
- ARR
- BXMT
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q), Company Website, Investor Presentations, Financial News Outlets
Disclaimers:
This analysis is based on publicly available information and should not be construed as investment advice. Market conditions and company-specific events can change rapidly.
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 Income Opportunity Realty Investors
Exchange NYSE MKT | Headquaters Dallas, TX, United States | ||
IPO Launch date 1992-03-17 | CEO - | ||
Sector Financial Services | Industry Mortgage Finance | Full time employees - | Website https://www.incomeopp-realty.com |
Full time employees - | Website https://www.incomeopp-realty.com | ||
Income Opportunity Realty Investors, Inc., a Dallas-based real estate investment company, currently holds a portfolio of notes receivable. The Company invests in real estate through direct equity ownership and partnerships.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.