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Industrial Logistics Properties TrustILPTCompetitor analysis, valuation and peers

United States · USD·Real Estate›Real Estate Investment Trusts
Momentum laggard 14
Mkt cap
$397M
US dollars, full cap
Free float
83%
of shares outstanding
$/day
$3.56M
20-day average traded
P/B
0.94×
price to book
ROE
-12.2%
delivered
Implied ROE
16.7%
what the price asks
Next earnings
102 days
16 Feb 2027
Close · USD$5.93
1D-1.7%
1W-12.8%
1M-17.5%
3M-32.1%
6M-27.2%
YTD+7.0%
1Y+9.4%
ATR %5.3%
Beta1.07
52w lowhigh37.1% off high

What Industrial Logistics Properties Trust does

No business profile yet.

Industrial Logistics Properties Trust at a glance

Size Industrial Logistics Properties Trust (ILPT) is a United States Real Estate company (Real Estate Investment Trusts) with a market value of $397M, the 2864th largest of 3,117 United States companies the cockpit tracks. Shares closed at $5.93 on 6 Nov 2026.

Performance Over six months the shares fell 27.2%, against -15.6% for the median peer and -1.1% for the United States market (cap-weighted) — 5th lowest of 20 in its peer set.

Growth Revenue grew 3.5% over the last twelve months (peer median +0.7%); the operating margin is 33.7% (peer median 47.8%).

Valuation It trades at 0.94× book value against a peer median of 0.82× (8th most expensive of 20).

Price implies The share price implies a return on equity of about 16.7%; Industrial Logistics Properties Trust delivers -12.2%, so the price asks more than the business earns today.

Short interest Short interest is 1.8% of the free float (15 Oct 2026).

Next results Next results expected around 16 Feb 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026Peer median 89ILPT 77
Six months, rebased to 100: Industrial Logistics Properties Trust against the median of its 20 peers (local-currency closes).

Industrial Logistics Properties Trust financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$461M$449M$442M$437M$388M
Revenue growth—+1%+1%+13%—
Gross profit$232M$222M$208M$199M$177M
EBITDA$318M$313M$311M$308M$274M
Net income-$55.9M-$66.2M-$95.7M-$108M-$227M
Free cash flow$44.0M$42.0M-$3.73M-$7.42M$86.0M
Capital expenditure$15.0M$18.6M$5.70M$19.4M$17.7M
Total debt$4.20B$4.21B$4.32B$4.33B$4.27B

Quarterly statements and history in the cockpit →

Industrial Logistics Properties Trust competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-10%0%+10%PRV-UNNSIRWTBSRT-UN297934592972INEAXRNBRSPNXRTNXR-UNPLZ-UNCOFCHCTM1GU0405094800HABAILPT6-month return →1-month return →
Up and to the right = strong over both horizons. Industrial Logistics Properties Trust is the large dot.

Fundamentals: return on equity against price-to-book

-10%0%10%0.50×10×1.50×PRV-UNNSIRWTBSRT-UN297934592972INEASEITINVITXRNBRSPNXRTPLZ-UNCOFCHCTM1GU0405HABAILPTReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Industrial Logistics Properties Trust is the large dot.

Capital: ROE delivered against the ROE the price implies

-10%0%10%20%0%20%PRV-UNNSIRWTBSRT-UN297934592972INEASEITINVITXRNNXRTPLZ-UNILPTROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Industrial Logistics Properties Trust is the large dot.

Industrial Logistics Properties Trust competitors and peer comparison

How Industrial Logistics Properties Trust compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Industrial Logistics Properties Trust against its 20 peers (data as of 6 Nov 2026)
MeasureILPTPeer medianRank in peer set
1-month return-17.5%+0.1%lowest of 21
6-month return-27.2%-15.6%5th lowest of 20
Return on equity-12.2%3.7%2nd lowest of 20
Price / book0.94×0.82×8th most expensive of 20
ROE the price implies16.7%7.2%3rd most demanding of 20
ROE delivered-12.2%3.5%2nd lowest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Industrial Logistics Properties Trust ILPTUnited States$397M-27%+4%-12%0.94×16.7%-12.2%
PRO Real Estate Investment Trust PRV-UN.TOCanada$397M+6%+8%7%0.96×9.1%7.2%
Nsi NSI.ASNetherlands$394M+1%-4%-2%0.54×4.5%-2.5%
Redwood Trust RWTUnited States$392M-44%-9%-4%0.44×7.2%-4.0%
BSR Real Estate Investment Trust BSRT-UN.TOCanada$405M-10%-17%3%0.68×6.8%3.2%
SOSiLA Logistics REIT,Inc 2979.TJapan$407M-28%0%5%0.82×4.3%4.7%
Samty Residential Investment 3459.TJapan$411M-27%+13%6%0.77×4.0%6.1%
SANKEI REAL ESTATE 2972.TJapan$383M+4%-15%-5%1.28×5.0%-4.7%
Fonciere INEA INEA.PAFrance$382M-11%-1%1%0.68×5.3%0.5%
Sustainable Energy Infra Trust SEITINVIT.NSIndia$415Mn/a+6%4%1.44×26.6%3.7%
Chiron Real Estate XRNUnited States$416M-16%+4%10%0.87×9.5%10.0%
BrightSpire Capital BRSPUnited States$416M-44%+2%2%0.47×7.2%2.1%
NexPoint Residential Trust NXRTUnited States$417M-46%+1%-14%1.85×17.3%-13.6%
Nexus Industrial REIT NXR-UN.TOCanada$418M-1%+2%5%0.71×9.0%4.9%
Plaza Retail REIT PLZ-UN.TOCanada$419M+19%+3%11%1.01×7.7%11.1%
Centuria Office REIT COF.AXAustralia$375M-3%-1%6%0.55×7.4%5.6%
Community Healthcare Trust CHCTUnited States$423M-16%+6%5%1.02×8.2%4.7%
Alpha Integrated Real Estate Investment Trust M1GU.SISingapore$423M-1%+6%11%0.91×3.9%n/a
Yuexiu Real Estate Investment Trust 0405.HKHong Kong$424M-19%-11%-3%0.20×4.3%-3.3%
Mirae Asset Maps Realty Real Estate Public Investment 094800.KSSouth Korea$424M-17%n/an/an/an/an/a
Hamborner REIT HABA.DEGermany$370M-19%-4%-2%0.97×6.3%-2.2%

Questions

Which companies are Industrial Logistics Properties Trust's closest peers?
The cockpit's peer set: PRO Real Estate Investment Trust (PRV-UN.TO), Nsi (NSI.AS), Redwood Trust (RWT), BSR Real Estate Investment Trust (BSRT-UN.TO), SOSiLA Logistics REIT,Inc (2979.T), Samty Residential Investment (3459.T), SANKEI REAL ESTATE (2972.T), Fonciere INEA (INEA.PA).
Is Industrial Logistics Properties Trust expensive compared with its peers?
On price / book it trades at 0.94× against a peer median of 0.82×, 8th most expensive of 20 in its peer set. The share price implies a return on equity of about 16.7%; Industrial Logistics Properties Trust delivers -12.2%, so the price asks more than the business earns today.
How has Industrial Logistics Properties Trust stock performed?
Over six months to 6 Nov 2026 the shares returned -27.2% against -15.6% for the median peer; over one year +9.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.