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Upturn AI SWOT - About
Inventrust Properties Corp (IVT)
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Upturn Advisory Summary
04/01/2025: 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.
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 -39.42% | Avg. Invested days 29 | 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 Mid-Cap Stock | Market Capitalization 2.28B USD | Price to earnings Ratio 154.58 | 1Y Target Price 33.75 |
Price to earnings Ratio 154.58 | 1Y Target Price 33.75 | ||
Volume (30-day avg) 467759 | Beta -6.25 | 52 Weeks Range 22.77 - 31.15 | Updated Date 04/1/2025 |
52 Weeks Range 22.77 - 31.15 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.24% | Basic EPS (TTM) 0.19 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.99% | Operating Margin (TTM) 17.39% |
Management Effectiveness
Return on Assets (TTM) 1.15% | Return on Equity (TTM) 0.82% |
Valuation
Trailing PE 154.58 | Forward PE 101.01 | Enterprise Value 2928028306 | Price to Sales(TTM) 8.3 |
Enterprise Value 2928028306 | Price to Sales(TTM) 8.3 | ||
Enterprise Value to Revenue 10.69 | Enterprise Value to EBITDA 17.78 | Shares Outstanding 77460304 | Shares Floating 76973051 |
Shares Outstanding 77460304 | Shares Floating 76973051 | ||
Percent Insiders 0.61 | Percent Institutions 73.2 |
Analyst Ratings
Rating 4.5 | Target Price 33.25 | Buy - | Strong Buy 3 |
Buy - | Strong Buy 3 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Inventrust Properties Corp
Company Overview
History and Background
InvenTrust Properties Corp. is a real estate investment trust (REIT) focused on acquiring, owning, and managing high-quality grocery-anchored shopping centers in Sun Belt markets. Founded in 2004 as Inland Real Estate Corporation, it rebranded as InvenTrust in 2015 and spun off its portfolio of apartment and self-storage properties to become solely focused on retail properties.
Core Business Areas
- Retail Property Ownership and Management: Acquiring, developing, and managing grocery-anchored shopping centers. Focus is on creating high-quality, necessity-based retail destinations.
Leadership and Structure
Daniel J. Busch is the President and CEO. The company operates as a REIT with a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Grocery-Anchored Shopping Centers: Ownership and management of centers leased to grocery stores, restaurants, service retailers, and other necessity-based businesses. Market share data unavailable at the moment. Competitors include other REITs specializing in retail properties like Regency Centers and Kimco Realty.
Market Dynamics
Industry Overview
The retail REIT sector is influenced by economic conditions, consumer spending, and evolving shopping habits. Grocery-anchored centers are generally considered more resilient than other retail types due to their focus on essential goods and services.
Positioning
InvenTrust focuses on high-quality grocery-anchored centers in growing Sun Belt markets, aiming to offer stable income and growth. This strategy provides a competitive advantage in attracting tenants and investors.
Total Addressable Market (TAM)
The total market value for grocery-anchored retail is difficult to quantify precisely. InvenTrust is positioned to capture a portion of this market through its strategic acquisitions and management practices, but specific share is not published.
Upturn SWOT Analysis
Strengths
- Focus on grocery-anchored centers
- Concentration in growing Sun Belt markets
- Experienced management team
- Strong tenant relationships
Weaknesses
- Reliance on single property type
- Exposure to economic cycles
- Competition from other REITs
- Interest rate sensitivity
Opportunities
- Further acquisitions in target markets
- Development and redevelopment of existing properties
- Expanding tenant mix to include more service-oriented businesses
- Capitalizing on e-commerce trends by creating omni-channel retail experiences
Threats
- Economic downturns
- Changes in consumer shopping habits
- Increased competition
- Rising interest rates
Competitors and Market Share
Key Competitors
- REG
- KIM
- FRT
- WHLR
Competitive Landscape
InvenTrust competes with other retail REITs for acquisitions, tenants, and investors. The company's focus on grocery-anchored centers in growing markets provides a competitive advantage.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends over the past years would be discussed based on financial performance, but data is unavailable at the moment.
Future Projections: Future growth projections based on analyst estimates cannot be provided without data.
Recent Initiatives: Recent strategic initiatives would include acquisitions, development projects, and capital allocation decisions, but information is unavailable at the moment.
Summary
InvenTrust Properties Corp. is a REIT focused on grocery-anchored shopping centers, primarily in Sun Belt markets. Its strength lies in its focus on necessity-based retail. Potential risks include economic downturns and competition. The company's future depends on its ability to acquire and manage high-quality properties and adapt to changing consumer preferences.
Similar Companies
- REG
- KIM
- FRT
- WHLR
- BRX
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share and financial data are estimates and may not be precise. Consult with a financial professional before making any investment decisions.
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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