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← CockpitCompetitor Analysis › IVT InvenTrust Properties CorpOpen in the cockpit ↗

InvenTrust Properties CorpIVTCompetitor analysis, valuation and peers

United States · USD·Real Estate›Real Estate Investment Trusts

Owns open-air, grocery-anchored shopping centers concentrated in Sun Belt growth markets like Texas and Florida.

Momentum neutral 56
Mkt cap
$2.46B
US dollars, full cap
Free float
99%
of shares outstanding
$/day
$20.4M
20-day average traded
P/B
1.38×
price to book
ROE
1.6%
delivered
Implied ROE
11.0%
what the price asks
Next earnings
102 days
16 Feb 2027
Close · USD$31.51
1D-0.6%
1W+1.7%
1M+6.5%
3M-4.1%
6M+0.5%
YTD+11.7%
1Y+15.1%
ATR %2.2%
Beta-0.06
52w lowhigh15.3% off high

What InvenTrust Properties does

Owns open-air, grocery-anchored shopping centers concentrated in Sun Belt growth markets like Texas and Florida.

Earns rent from tenants under multi-year leases, with annual increases and costs partly recharged to tenants; grocery anchors draw regular foot traffic that supports smaller shops around them. It began as a non-traded REIT sold to individual investors and listed on the NYSE in 2021, after earlier spinning off other businesses such as Xenia Hotels.

Products and services

  • Shopping center ownership/leasing

Customers

  • Grocery chains
  • Off-price and value retailers
  • Restaurants

Where it sits in the supply chain

  • Real estate
  • Retail REITs
  • Grocery-anchored shopping centers

What could go right

  • Sun Belt population and job growth
  • High occupancy limiting new supply

What could go wrong

  • Regional economic slowdown
  • Rising interest expense on refinancing

Moat: narrow (scale). Well-located centers in fast-growing Sun Belt metros support steady occupancy and rent growth.

Headquarters: Charlotte, North Carolina, US · Founded: 2004 · Employees: 103

Named competitors

InvenTrust Properties at a glance

Size InvenTrust Properties (IVT) is a United States Real Estate company (Real Estate Investment Trusts) with a market value of $2.46B, the 1662nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $31.51 on 6 Nov 2026.

Performance Over six months the shares gained 0.5%, against -5.4% for the median peer and -1.1% for the United States market (cap-weighted) — 9th highest of 21 in its peer set.

Growth Revenue grew 12.8% over the last twelve months (peer median +6.0%); the operating margin is 16.3% (peer median 39.5%).

Valuation It trades at 1.38× book value against a peer median of 1.12× (8th most expensive of 21).

Price implies The share price implies a return on equity of about 11.0%; InvenTrust Properties delivers 1.6%, so the price asks more than the business earns today.

Short interest Short interest is 7.1% of the free float (15 Oct 2026).

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

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026IVT 101Peer median 96
Six months, rebased to 100: InvenTrust Properties against the median of its 20 peers (local-currency closes).

InvenTrust Properties financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$331M$300M$274M$260M$235M
Revenue growth—+9%+6%+10%—
Gross profit$91.6M$87.4M$80.6M$68.8M$67.2M
EBITDA$203M$180M$161M$149M$130M
Net income$28.6M$111M$13.7M$5.27M$52.2M
Free cash flow$125M$111M$101M$193M$144M
Capital expenditure$39.7M$44.5M$36.1M$35.7M$33.2M
Total debt$1.04B$896M$786M$848M$787M

Quarterly statements and history in the cockpit →

InvenTrust Properties 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

-20%-10%0%+10%+20%0%+10%+20%3269BYGLTC8955NTSTHMNPEBFCPTUEDIR-UNSHOSMACRR-UNAKRDXHMSOPMZ-UNDLNIVT6-month return →1-month return →
Up and to the right = strong over both horizons. InvenTrust Properties is the large dot.

Fundamentals: return on equity against price-to-book

0%5%10%10×1.50×3269BYGLTC8955NTSTHMNPEBFCPTUEDIR-UNSHOSMACRR-UNBEI-UNAKRDXHMSOPMZ-UNDLNIVTReturn 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. InvenTrust Properties is the large dot.

Capital: ROE delivered against the ROE the price implies

0%5%10%15%0%10%3269BYGLTC8955NTSTHMNPEBFCPTUEDIR-UNSHOSMACRR-UNBEI-UNAKRBUOUDXHMSOIVTROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. InvenTrust Properties is the large dot.

InvenTrust Properties competitors and peer comparison

Head to head with its named competitors (IVT vs REG vs KIM vs BRX)
CompanyMarket cap6M returnRevenue growthROEPrice / bookImplied ROE
InvenTrust Properties IVT$2.46B+1%+13%2%1.38×11.0%
Regency Centers REG$13.7B-3%+8%8%2.06×15.2%
Kimco Realty KIM$17.0B+10%+3%7%1.67×13.9%
Brixmor Property BRX$9.21B+1%+5%14%3.05×23.1%
Urban Edge Properties UE$2.58B-6%+6%8%1.95×16.9%

How InvenTrust Properties 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.

InvenTrust Properties against its 20 peers (data as of 6 Nov 2026)
MeasureIVTPeer medianRank in peer set
1-month return+6.5%+6.2%10th highest of 21
6-month return+0.5%-5.4%9th highest of 21
Return on equity1.6%4.3%8th lowest of 21
Price / book1.38×1.12×8th most expensive of 21
Trailing P/E86.6×21.5×2nd most expensive of 18
ROE the price implies11.0%9.8%8th most demanding of 21
ROE delivered1.6%4.2%8th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
InvenTrust Properties IVTUnited States$2.46B+1%+13%2%1.38×11.0%1.6%
Advance Residence Investment 3269.TJapan$2.42B-18%-4%7%1.54×5.8%7.3%
Big Yellow BYG.LUnited Kingdom$2.50B+11%+2%5%0.72×8.8%4.8%
LTC Properties LTCUnited States$2.52B+14%+69%39%1.50×9.9%38.7%
Japan Prime Realty Investment 8955.TJapan$2.37B-7%-13%7%1.31×5.2%6.8%
NETSTREIT NTSTUnited States$2.37B-9%+27%1%1.18×10.0%1.3%
CapitaLand Ascott Trust HMN.SISingapore$2.55B-6%+5%7%0.74×4.7%6.5%
Pebblebrook Hotel Trust PEBUnited States$2.36B+43%+3%-3%1.01×12.2%-2.8%
Four Corners Property Trust FCPTUnited States$2.57B-7%+10%8%1.58×12.2%7.5%
Urban Edge Properties UEUnited States$2.58B-6%+6%8%1.95×16.9%8.0%
Dream Industrial Real Estate Investment Trust DIR-UN.TOCanada$2.58B-8%+6%4%0.78×8.4%3.9%
Sunstone Hotel Investors SHOUnited States$2.33B+19%+7%3%1.42×12.8%2.7%
SmartStop Self Storage REIT SMAUnited States$2.31B+20%+21%2%1.86×9.3%2.4%
Crombie Real Estate Investment Trust CRR-UN.TOCanada$2.22B-3%+4%-3%1.70×11.5%-3.2%
Boardwalk Real Estate Investment Trust BEI-UN.TOCanada$2.21B-5%+3%-1%0.66×6.0%-1.0%
Acadia Realty Trust AKRUnited States$2.74B-9%0%2%1.17×11.8%1.6%
Frasers Logistics & Commercial Trust BUOU.SISingapore$2.76B-6%0%5%0.82×4.2%5.1%
Dynex Capital DXUnited States$2.77B-20%+142%-2%0.98×9.6%-2.0%
Hammerson HMSO.LUnited Kingdom$2.80B+13%+92%11%0.90×18.4%10.6%
Primaris Real Estate Investment Trust PMZ-UN.TOCanada$2.11B+21%+18%5%1.08×9.1%4.6%
Derwent London DLN.LUnited Kingdom$2.87B+15%+45%1%0.62×10.0%1.4%

Questions

Who are InvenTrust Properties's main competitors?
Named competitors: Regency Centers (REG), Kimco Realty (KIM), Brixmor Property Group (BRX), Urban Edge Properties (UE), Site Centers (private or unlisted). The cockpit's measured peer set (industry) also includes Advance Residence Investment (3269.T), Big Yellow (BYG.L), LTC Properties (LTC), Japan Prime Realty Investment (8955.T), NETSTREIT (NTST), CapitaLand Ascott Trust (HMN.SI).
Is InvenTrust Properties expensive compared with its peers?
On price / book it trades at 1.38× against a peer median of 1.12×, 8th most expensive of 21 in its peer set. The share price implies a return on equity of about 11.0%; InvenTrust Properties delivers 1.6%, so the price asks more than the business earns today.
How has InvenTrust Properties stock performed?
Over six months to 6 Nov 2026 the shares returned +0.5% against -5.4% for the median peer; over one year +15.1%.

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.