InvenTrust Properties Corp (IVT)

In the first quarter of 2025, InvenTrust reported strong results, with same-property NOI increasing by 6.1% year-over-year and Core FFO per share growing by 4.5% year-over-year. In June 2025, InvenTrust divested a portfolio of five California assets for approximately $306 million, reinvesting the proceeds into Sun Belt markets. In the second quarter of 2025, InvenTrust delivered robust results, showcasing a 4.8% year-over-year growth in same-property NOI and Core FFO of $0.44 per diluted share, maintaining full-year 2025 guidance for Core FFO and raising same-property NOI growth guidance to 4-5%. JPMorgan Chase & Co. initiated coverage on InvenTrust Properties with a "Neutral" rating and a $30.00 price target in October 2025, and Wells Fargo reaffirmed its "Overweight" rating. As of October 17, 2025, IVT's stock was down 5.35% over the past 30 days and 5.70% over the past 12 months, but it saw a 4.61% increase over the 90 days leading up to October 24, 2025. The company is scheduled to report its third-quarter 2025 earnings on October 28, 2025.

While specific information on demand seasonality for InvenTrust Properties Corp.'s products and services was not explicitly found, the company's business model focuses on essential retail and grocery-anchored properties, which are generally considered defensive and recession-resistant, potentially mitigating significant seasonal fluctuations in demand.

InvenTrust Properties Corp. (IVT) is a real estate investment trust (REIT) focused on owning, leasing, redeveloping, acquiring, and managing multi-tenant essential retail properties, operating within the Commercial REITs industry. Its major products are grocery-anchored neighborhood and community centers, as well as high-quality power centers that often include a grocery component. As of December 31, 2024, InvenTrust owned interests in 68 properties, totaling 11.0 million square feet.

InvenTrust Properties Corp. strategically concentrates its investments in high-growth markets within the Sun Belt region of the United States, with approximately 97% of its portfolio's Net Operating Income (NOI) derived from this area. The company actively seeks acquisition opportunities in key Sun Belt metropolitan statistical areas (MSAs) such as Atlanta, Charleston, Phoenix, Central Florida, Richmond, and San Antonio.

InvenTrust Properties Corp. maintains a strong brand reputation as a trusted, local operator with real estate expertise and a commitment to ESG practices, being a GRESB member since 2013. No specific events negatively impacting its brand reputation in the past year were identified.

InvenTrust Properties Corp. has significant institutional ownership, including Vanguard Group Inc (14.67%), BlackRock, Inc. (9.92%), and Principal Financial Group Inc (6.02%). Institutional investors collectively hold between approximately 25.06% and 72.14% of the company's stock, and insider ownership stands at approximately 0.67%.