Added to YB: 2025-07-04
Pitch date: 2025-07-03
IVT [neutral]
InvenTrust Properties Corp.
+13.52%
current return
Author Info
No bio for this author
Company Info
InvenTrust Properties Corp. 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.
Market Cap
$2.4B
Pitch Price
$26.86
Price Target
33.00 (+8%)
Dividend
3.22%
EV/EBITDA
18.13
P/E
21.89
EV/Sales
10.71
Sector
Retail REITs
Category
value
Real Assets, Real Value Performance Review: H1 2025 - InvenTrust
IVT (holding update): Down 4% since May; sold 5/6 SoCal portfolio for $306M at ~5.5% cap rate (above NAV est). Redeploying at mid-6% cap rates will be accretive. No near-term catalyst to close NAV discount, but grocery-anchored centers positioned for 3-5% NOI/FFO growth. Potential M&A target at 7.3% implied cap vs $33 NAV (6.35% cap).
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