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Upturn AI SWOT - About
IRT 
Independence Realty Trust Inc (IRT)
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Upturn Advisory Summary
03/27/2025: IRT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 -0.44% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.87B USD | Price to earnings Ratio - | 1Y Target Price 21.05 |
Price to earnings Ratio - | 1Y Target Price 21.05 | ||
Volume (30-day avg) 2276150 | Beta 1.16 | 52 Weeks Range 14.76 - 21.91 | Updated Date 03/30/2025 |
52 Weeks Range 14.76 - 21.91 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 3.03% | Basic EPS (TTM) - |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.03% | Operating Margin (TTM) 20.1% |
Management Effectiveness
Return on Assets (TTM) 1.28% | Return on Equity (TTM) -0.01% |
Valuation
Trailing PE - | Forward PE 99.01 | Enterprise Value 7133555119 | Price to Sales(TTM) 7.72 |
Enterprise Value 7133555119 | Price to Sales(TTM) 7.72 | ||
Enterprise Value to Revenue 11.15 | Enterprise Value to EBITDA 21.17 | Shares Outstanding 225096992 | Shares Floating 222933526 |
Shares Outstanding 225096992 | Shares Floating 222933526 | ||
Percent Insiders 0.73 | Percent Institutions 96.79 |
Analyst Ratings
Rating 4.08 | Target Price 21.05 | Buy 3 | Strong Buy 5 |
Buy 3 | Strong Buy 5 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Independence Realty Trust Inc
Company Overview
History and Background
Independence Realty Trust, Inc. (IRT) was founded in 2011. It is a real estate investment trust (REIT) that focuses on owning and operating apartment communities in the United States. The company has grown through acquisitions and property development, focusing on Sun Belt and Southeast markets.
Core Business Areas
- Apartment Community Ownership and Operation: IRT's core business involves acquiring, owning, and managing apartment communities. They generate revenue primarily through rental income from tenants.
Leadership and Structure
IRT is led by a management team with experience in real estate investment and management. The company operates under a corporate structure typical of REITs.
Top Products and Market Share
Key Offerings
- Apartment Rentals: IRT provides apartment rental services to tenants. The Sun Belt apartment market is competitive. Competitors include other REITs and private landlords, such as Equity Residential (EQR), AvalonBay Communities (AVB), and Camden Property Trust (CPT). Revenue from rentals is the primary revenue source for IRT; specific breakdown unavailable.
Market Dynamics
Industry Overview
The apartment REIT industry is influenced by factors like interest rates, population growth, employment trends, and housing affordability. Demand for apartments is generally strong, especially in Sun Belt markets.
Positioning
IRT focuses on markets with strong job growth and favorable demographics, positioning it for potential growth. Its focus on Sun Belt markets gives it a competitive advantage.
Total Addressable Market (TAM)
The total addressable market for US apartments is in the trillions of dollars. IRT is positioned to capture a portion of this market through strategic acquisitions and property management.
Upturn SWOT Analysis
Strengths
- Focus on high-growth Sun Belt markets
- Experienced management team
- Strong occupancy rates
- Diversified portfolio across multiple markets
Weaknesses
- Sensitivity to interest rate changes
- Geographic concentration in specific regions
- Dependence on rental income
- Competition from other REITs
Opportunities
- Acquisition of additional properties in target markets
- Development of new apartment communities
- Increasing rental rates due to high demand
- Expanding property management services
Threats
- Economic downturn affecting employment and rental demand
- Rising interest rates increasing borrowing costs
- Increased competition from new apartment developments
- Changes in government regulations affecting REITs
Competitors and Market Share
Key Competitors
- EQR
- AVB
- CPT
- MAA
- UDR
Competitive Landscape
IRT's advantages include its focus on Sun Belt markets. Disadvantages include its smaller size compared to larger REITs like EQR and AVB.
Major Acquisitions
Trade Street Residential Inc.
- Year: 2016
- Acquisition Price (USD millions): 324
- Strategic Rationale: Expanded IRT's presence in key Sun Belt markets and increased its portfolio size.
Growth Trajectory and Initiatives
Historical Growth: IRT has grown through acquisitions and property development. The rate of growth has varied depending on market conditions and acquisition opportunities.
Future Projections: Future growth projections depend on analyst estimates and company guidance. Factors include expected rental rate growth, occupancy rates, and acquisition activity.
Recent Initiatives: Recent initiatives include property acquisitions, renovations, and expansions. These initiatives aim to increase revenue and improve property value.
Summary
Independence Realty Trust is a REIT focused on Sun Belt apartment communities. Its strengths include its geographical focus and high occupancy rates. However, the company is sensitive to interest rate changes and faces competition from larger REITs. Continued growth depends on strategic acquisitions and effective property management.
Similar Companies
- EQR
- AVB
- CPT
- MAA
- UDR
- NXRT
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Earnings call transcripts
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be made after consulting with a qualified professional.
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 Independence Realty Trust Inc
Exchange NYSE | Headquaters Philadelphia, PA, United States | ||
IPO Launch date 2013-08-13 | CEO & Chairman Mr. Scott F. Schaeffer | ||
Sector Real Estate | Industry REIT - Residential | Full time employees - | Website https://www.irtliving.com |
Full time employees - | Website https://www.irtliving.com | ||
Independence Realty Trust, Inc. (NYSE: IRT), an S&P MidCap 400 Company, is a real estate investment trust ("REIT") that owns and operates multifamily communities across non-gateway U.S. markets. IRT's investment strategy is focused on gaining scale near major employment centers within key amenity-rich submarkets that offer good school districts and high-quality retail. IRT's main objective is to provide attractive risk-adjusted returns to stockholders through diligent portfolio management, strong operational performance, and consistent returns on capital through distributions and capital appreciation.
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