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Upturn AI SWOT - About
Modiv Inc (MDV)
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Upturn Advisory Summary
04/01/2025: MDV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -41.09% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 159.96M USD | Price to earnings Ratio 64.2 | 1Y Target Price 18.17 |
Price to earnings Ratio 64.2 | 1Y Target Price 18.17 | ||
Volume (30-day avg) 42033 | Beta -0.22 | 52 Weeks Range 12.86 - 17.44 | Updated Date 04/1/2025 |
52 Weeks Range 12.86 - 17.44 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 7.29% | Basic EPS (TTM) 0.25 |
Earnings Date
Report Date 2025-03-04 | When - | Estimate -0.07 | Actual 0.07 |
Profitability
Profit Margin 12.83% | Operating Margin (TTM) 45.08% |
Management Effectiveness
Return on Assets (TTM) 2.26% | Return on Equity (TTM) 2.96% |
Valuation
Trailing PE 64.2 | Forward PE 149.25 | Enterprise Value 428339758 | Price to Sales(TTM) 3.41 |
Enterprise Value 428339758 | Price to Sales(TTM) 3.41 | ||
Enterprise Value to Revenue 9.16 | Enterprise Value to EBITDA 10.09 | Shares Outstanding 9966530 | Shares Floating 9115585 |
Shares Outstanding 9966530 | Shares Floating 9115585 | ||
Percent Insiders 8.7 | Percent Institutions 14.92 |
Analyst Ratings
Rating 4.67 | Target Price 19 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Modiv Inc
Company Overview
History and Background
Modiv Inc., formerly known as American Realty Capital - Retail Centers of America, Inc., is a publicly traded REIT focused on acquiring, owning, and managing a diversified portfolio of primarily single-tenant net-lease properties. Founded in 2015, it aims to provide stable income and potential long-term capital appreciation.
Core Business Areas
- Single-Tenant Net-Lease Properties: Modiv Inc. invests in a diversified portfolio of single-tenant net-lease commercial properties across the United States, leased to a variety of tenants.
Leadership and Structure
Aaron Halfacre serves as Chief Executive Officer. The company is structured as a REIT, with a board of directors overseeing operations and strategy.
Top Products and Market Share
Key Offerings
- Net-Lease Properties: Modiv Inc.'s primary 'product' is its portfolio of net-lease properties, generating rental income. Market share data is complex for individual REITs as it depends on specific property types and locations. Revenue from this portfolio can be found in their financial statements. Competitors include other net-lease REITs such as Realty Income (O) and National Retail Properties (NNN).
Market Dynamics
Industry Overview
The net-lease REIT industry involves owning and leasing properties under long-term net leases, where tenants are responsible for most operating expenses. It is influenced by interest rates, economic growth, and tenant creditworthiness.
Positioning
Modiv Inc. is positioned as a diversified net-lease REIT, focusing on single-tenant properties. Competitive advantages could include portfolio diversification and tenant relationships.
Total Addressable Market (TAM)
The total addressable market for net-lease real estate is substantial, estimated to be in the trillions of dollars. Modiv Inc's TAM is defined by the value of suitable properties they can acquire in their specific target market segment (single-tenant net lease). Precise TAM figures vary based on economic conditions and property availability. Modiv is small relative to the total market.
Upturn SWOT Analysis
Strengths
- Diversified Portfolio
- Experienced Management Team
- Stable Income from Net Leases
- Publicly Traded REIT providing access to capital markets
Weaknesses
- Smaller Scale Compared to Larger REITs
- Dependence on Tenant Creditworthiness
- Exposure to Interest Rate Risk
Opportunities
- Acquisition of Additional Properties
- Expansion into New Markets
- Capitalizing on Favorable Interest Rate Environment
- Optimize portfolio and sell off underperforming assets
Threats
- Economic Downturn Impacting Tenants
- Rising Interest Rates Increasing Borrowing Costs
- Competition from Other REITs
- Changes in Tax Laws
Competitors and Market Share
Key Competitors
- O
- NNN
- STOR
Competitive Landscape
Modiv Inc. faces competition from larger, more established net-lease REITs. Its ability to differentiate through property selection and tenant relationships will be crucial for success. Its smaller size can be a disadvantage in capital markets.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth data needs to come from reliable sources. See the sources section at the end of the document for source examples.
Future Projections: Future projections need to come from reliable sources. See the sources section at the end of the document for source examples.
Recent Initiatives: Information on any recent initiative needs to come from reliable sources. See the sources section at the end of the document for source examples.
Summary
Modiv Inc. is a smaller net-lease REIT aiming for stable income through diversified single-tenant properties. Its strengths lie in its diversified portfolio, but its smaller size and dependence on tenants pose challenges. Strategic acquisitions and effective risk management will be crucial for future growth. It faces strong competition from larger REITs.
Similar Companies
- O
- NNN
- STOR
Sources and Disclaimers
Data Sources:
- Company filings (e.g., 10-K, 10-Q)
- Investor presentations
- Earnings call transcripts
- Industry reports
- SEC.gov
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share data is estimated and may vary. Investors should conduct their own due diligence 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 Modiv Inc
Exchange NYSE | Headquaters Reno, NV, 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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