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Retail Properties
The count and makeup of the company’s retail assets by format and location. Reveals how diversified or concentrated the portfolio is, where revenue comes from geographically, and the exposure to stronger or weaker retail markets and tenant types.The move from the mid‑60s to 75 retail properties reflects purposeful acquisition and small‑scale redeployment that's underpinning management’s raised FFO and same‑property NOI guidance; the uptick is largely driven by closed/under‑contract deals and planned redevelopments. That supports dividend sustainability and mid‑single‑digit NOI growth, but growth is back‑loaded and concentrated in small‑shop re‑tenants—monitor H2 lease commencements, temporary occupancy hits, and higher financing costs from the new note issuance that could mute near‑term margin upside.
Date | Retail Properties |
|---|---|
Jun 30, 2026 | 78.00 |
Mar 31, 2026 | 75.00 |
Dec 31, 2025 | 73.00 |
Sep 30, 2025 | 71.00 |
Jun 30, 2025 | 67.00 |
Mar 31, 2025 | 68.00 |
Dec 31, 2024 | 68.00 |
Sep 30, 2024 | 65.00 |
Jun 30, 2024 | 64.00 |
Mar 31, 2024 | 63.00 |