Waterfall Asset Management Increases Stake in InvenTrust Properties
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy IVT?
Source: NASDAQ.COM
- Stake Acquisition: Waterfall Asset Management acquired 164,962 shares of InvenTrust Properties in Q1 2026, with an estimated trade value of $4.97 million, indicating strong confidence in the REIT's potential.
- Position Value Increase: By quarter-end, the position's value rose to $5.02 million, reflecting both purchase activity and stock price movements, suggesting heightened market recognition of the company.
- Strong Operational Performance: InvenTrust reported a first-quarter leased occupancy rate of 96.4%, with same-property NOI increasing by 2.6%, demonstrating its competitive edge and stable cash flows in the retail sector.
- Expansion Strategy: The company spent approximately $123 million on acquisitions during the quarter, including entry into the Nashville market, further solidifying its position in the rapidly growing retail landscape.
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Analyst Views on IVT
Wall Street analysts forecast IVT stock price to fall
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 31.320
Low
30.00
Averages
31.25
High
32.00
Current: 31.320
Low
30.00
Averages
31.25
High
32.00
About IVT
InvenTrust Properties Corp. is a premier Sun Belt, multi-tenant essential retail real estate investment trust (REIT). The Company owns, leases, redevelops, acquires and manages grocery-anchored neighborhood and community centers as well as power centers that often have a grocery component. Its properties include Antoine Town Center, Bay Colony Town Center, Bay Landing, Bent Tree Plaza, Blackhawk Town Center, Buckhead Crossing, Cary Park Town Center, Commons At University Place, Coweta Crossing, Custer Creek Village, Cyfair Town Center, Eastfield Village, Eldorado Marketplace, Eldridge Town Center & Windermere Village, Escarpment Village, Garden Village, Gateway Market Center, Kennesaw Marketplace, Kyle Marketplace, Lakeside and Lakeside Crossing, Market At Westlake, Travilah Square, and Moores Mill.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Waterfall Asset Management Acquires New Position in InvenTrust Properties
- New Position: On May 8, 2026, Waterfall Asset Management disclosed a new position in InvenTrust Properties (IVT) by acquiring 164,962 shares, representing an estimated $4.97 million trade, indicating confidence in this retail REIT.
- Value Growth: By the end of Q1 2026, the position's value increased to $5.02 million, reflecting both trading activity and stock price changes, suggesting optimistic expectations for future performance from investors.
- Market Performance: As of May 7, 2026, InvenTrust shares were priced at $31.66, up 13% over the past year, although underperforming the S&P 500's 30% increase, indicating relative lag but stable growth potential.
- Financial Health: InvenTrust achieved a leased occupancy rate of 96.4% in Q1, with same-property NOI rising 2.6%, demonstrating strong cash flow and pricing power in a rapidly growing market.
See More
Waterfall Asset Management Increases Stake in InvenTrust Properties
- Stake Acquisition: Waterfall Asset Management acquired 164,962 shares of InvenTrust Properties in Q1 2026, with an estimated trade value of $4.97 million, indicating strong confidence in the REIT's potential.
- Position Value Increase: By quarter-end, the position's value rose to $5.02 million, reflecting both purchase activity and stock price movements, suggesting heightened market recognition of the company.
- Strong Operational Performance: InvenTrust reported a first-quarter leased occupancy rate of 96.4%, with same-property NOI increasing by 2.6%, demonstrating its competitive edge and stable cash flows in the retail sector.
- Expansion Strategy: The company spent approximately $123 million on acquisitions during the quarter, including entry into the Nashville market, further solidifying its position in the rapidly growing retail landscape.
See More
InvenTrust Properties Corp. Q1 2026 Earnings Call Insights
- Steady Financial Performance: InvenTrust reported a same-property NOI of $48.7 million for Q1 2026, reflecting a 2.6% year-over-year increase, which underscores the company's stable operational performance and enhances investor confidence.
- Increased FFO Guidance: The management raised the full-year NAREIT FFO guidance to a range of $2.00 to $2.06 per share, representing a 7.4% growth at the midpoint compared to 2025, indicating strong confidence in future cash flow growth and solidifying its market position.
- Investment Plan Progress: The company completed $123 million in investments during the quarter towards its $300 million net investment target for the year, with an additional $167 million in deals awarded or under contract, showcasing a robust acquisition pipeline and market opportunities.
- Strong Liquidity Position: At the end of the quarter, InvenTrust had total liquidity of $346 million, including $27 million in cash and $319 million available on its revolving credit facility, indicating ample financial flexibility for capital deployment.
See More
InvenTrust Properties Q1 FFO Misses Expectations Despite Revenue Growth
- Financial Performance: InvenTrust Properties reported a Q1 FFO of $0.49, missing expectations by $0.01, indicating pressure on profitability that could affect investor confidence.
- Revenue Growth: Total income reached $82.58 million, an 11.9% increase from $73.77 million a year ago, demonstrating ongoing improvement in revenue generation despite the FFO miss.
- Leasing Activity: As of March 31, 2026, leased occupancy stood at 96.4%, with 64 leases executed totaling approximately 329,000 square feet, reflecting stable market demand.
- Expansion Strategy: The acquisition of two properties and one single-tenant outparcel, totaling approximately 391,000 square feet for about $123 million, enhances the company's presence in Nashville, showcasing its strategic positioning in rapidly growing markets.
See More
InvenTrust Raises $250M Through Private Placement of Senior Unsecured Notes
- Funding Size: InvenTrust Properties successfully raised $250 million through a private placement of senior unsecured notes, with Series A at $50 million at 5.09% due 2029, Series B at $100 million at 5.32% due 2031, and Series C at $100 million at 5.60% due 2033, demonstrating strong market appeal.
- Interest Rate Advantage: The notes carry an average fixed interest rate of approximately 5.44%, which is competitive in the current market, and are expected to mature in about 5.4 years, aiding the company in optimizing its capital structure and reducing financing costs.
- Use of Proceeds: The net proceeds from this offering will be utilized for general corporate purposes, including debt repayment, indicating a prudent financial management strategy aimed at enhancing financial flexibility and supporting future growth plans.
- Market Reaction: Following the financing announcement, InvenTrust's stock rose to $32.10 in after-hours trading, reflecting investor confidence in the company's financial health and future growth potential.
See More
InvenTrust Signs $250 Million Note Purchase Agreement
- Note Issuance Details: InvenTrust Properties Corp. announced a definitive note purchase agreement for a private placement of $250 million in senior unsecured notes, including 5.09% Series A notes due 2029, 5.32% Series B notes due 2031, and 5.60% Series C notes due 2033, with a combined weighted average interest rate of 5.44%.
- Use of Proceeds: The company intends to utilize the net proceeds from this offering for general corporate purposes, including debt repayment, which will help optimize its capital structure and reduce financial costs, thereby enhancing financial flexibility.
- Subsidiary Guarantee Arrangement: While the notes will be absolutely and unconditionally guaranteed by certain subsidiaries of the company, no subsidiary guarantees are expected at the time of issuance, which may affect investors' risk assessment of the notes.
- Compliance Statement: The notes have not been registered under the Securities Act of 1933 and will be sold relying on the exemption provided by Section 4(a)(2), indicating the company's ability to effectively raise funds while adhering to legal regulations to support its business development.
See More
Waterfall Asset Management Acquires New Position in InvenTrust Properties
- New Position: On May 8, 2026, Waterfall Asset Management disclosed a new position in InvenTrust Properties (IVT) by acquiring 164,962 shares, representing an estimated $4.97 million trade, indicating confidence in this retail REIT.
- Value Growth: By the end of Q1 2026, the position's value increased to $5.02 million, reflecting both trading activity and stock price changes, suggesting optimistic expectations for future performance from investors.
- Market Performance: As of May 7, 2026, InvenTrust shares were priced at $31.66, up 13% over the past year, although underperforming the S&P 500's 30% increase, indicating relative lag but stable growth potential.
- Financial Health: InvenTrust achieved a leased occupancy rate of 96.4% in Q1, with same-property NOI rising 2.6%, demonstrating strong cash flow and pricing power in a rapidly growing market.
See More
Waterfall Asset Management Increases Stake in InvenTrust Properties
- Stake Acquisition: Waterfall Asset Management acquired 164,962 shares of InvenTrust Properties in Q1 2026, with an estimated trade value of $4.97 million, indicating strong confidence in the REIT's potential.
- Position Value Increase: By quarter-end, the position's value rose to $5.02 million, reflecting both purchase activity and stock price movements, suggesting heightened market recognition of the company.
- Strong Operational Performance: InvenTrust reported a first-quarter leased occupancy rate of 96.4%, with same-property NOI increasing by 2.6%, demonstrating its competitive edge and stable cash flows in the retail sector.
- Expansion Strategy: The company spent approximately $123 million on acquisitions during the quarter, including entry into the Nashville market, further solidifying its position in the rapidly growing retail landscape.
See More
InvenTrust Properties Corp. Q1 2026 Earnings Call Insights
- Steady Financial Performance: InvenTrust reported a same-property NOI of $48.7 million for Q1 2026, reflecting a 2.6% year-over-year increase, which underscores the company's stable operational performance and enhances investor confidence.
- Increased FFO Guidance: The management raised the full-year NAREIT FFO guidance to a range of $2.00 to $2.06 per share, representing a 7.4% growth at the midpoint compared to 2025, indicating strong confidence in future cash flow growth and solidifying its market position.
- Investment Plan Progress: The company completed $123 million in investments during the quarter towards its $300 million net investment target for the year, with an additional $167 million in deals awarded or under contract, showcasing a robust acquisition pipeline and market opportunities.
- Strong Liquidity Position: At the end of the quarter, InvenTrust had total liquidity of $346 million, including $27 million in cash and $319 million available on its revolving credit facility, indicating ample financial flexibility for capital deployment.
See More
InvenTrust Properties Q1 FFO Misses Expectations Despite Revenue Growth
- Financial Performance: InvenTrust Properties reported a Q1 FFO of $0.49, missing expectations by $0.01, indicating pressure on profitability that could affect investor confidence.
- Revenue Growth: Total income reached $82.58 million, an 11.9% increase from $73.77 million a year ago, demonstrating ongoing improvement in revenue generation despite the FFO miss.
- Leasing Activity: As of March 31, 2026, leased occupancy stood at 96.4%, with 64 leases executed totaling approximately 329,000 square feet, reflecting stable market demand.
- Expansion Strategy: The acquisition of two properties and one single-tenant outparcel, totaling approximately 391,000 square feet for about $123 million, enhances the company's presence in Nashville, showcasing its strategic positioning in rapidly growing markets.
See More
InvenTrust Raises $250M Through Private Placement of Senior Unsecured Notes
- Funding Size: InvenTrust Properties successfully raised $250 million through a private placement of senior unsecured notes, with Series A at $50 million at 5.09% due 2029, Series B at $100 million at 5.32% due 2031, and Series C at $100 million at 5.60% due 2033, demonstrating strong market appeal.
- Interest Rate Advantage: The notes carry an average fixed interest rate of approximately 5.44%, which is competitive in the current market, and are expected to mature in about 5.4 years, aiding the company in optimizing its capital structure and reducing financing costs.
- Use of Proceeds: The net proceeds from this offering will be utilized for general corporate purposes, including debt repayment, indicating a prudent financial management strategy aimed at enhancing financial flexibility and supporting future growth plans.
- Market Reaction: Following the financing announcement, InvenTrust's stock rose to $32.10 in after-hours trading, reflecting investor confidence in the company's financial health and future growth potential.
See More
InvenTrust Signs $250 Million Note Purchase Agreement
- Note Issuance Details: InvenTrust Properties Corp. announced a definitive note purchase agreement for a private placement of $250 million in senior unsecured notes, including 5.09% Series A notes due 2029, 5.32% Series B notes due 2031, and 5.60% Series C notes due 2033, with a combined weighted average interest rate of 5.44%.
- Use of Proceeds: The company intends to utilize the net proceeds from this offering for general corporate purposes, including debt repayment, which will help optimize its capital structure and reduce financial costs, thereby enhancing financial flexibility.
- Subsidiary Guarantee Arrangement: While the notes will be absolutely and unconditionally guaranteed by certain subsidiaries of the company, no subsidiary guarantees are expected at the time of issuance, which may affect investors' risk assessment of the notes.
- Compliance Statement: The notes have not been registered under the Securities Act of 1933 and will be sold relying on the exemption provided by Section 4(a)(2), indicating the company's ability to effectively raise funds while adhering to legal regulations to support its business development.
See More
