InvenTrust: Interesting New Idea For REIT Investors


  • InvenTrust went public to little fanfare; even many REIT investors might have missed it.
  • The corporate business model is solid, but realistically there is little growth differences between shopping center REITs.
  • InvenTrust skews cheap and has several catalysts to propel it higher (buybacks, property acquisitions). It trades at a discount to NAV.
  • The value proposition is not enough to get me interested, but for some here this might be tantalizing enough to pick up.
  • This idea was discussed in more depth with members of my private investing community, Energy Income Authority. Learn More »

Two young girl friends in safety medical masks during shopping in the mall

Povozniuk/iStock via Getty Images

Consolidation has been a long time coming in the shopping center submarket of REITs. The number of publicly-traded players are too numerous, with many firms competing for investor dollars. To me, it was inevitable that mergers would begin just

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This article was written by

Michael Boyd profile picture
Compelling income and growth plays in the energy sector.

Author of Energy Investing Authority

Top 1% Analyst According to TipRanks

I have a decade of experience in both the investment advisory and investment banking spaces, with stints in portfolio management, residential mortgage-backed securities, derivatives, and internal audit at various firms. Today, I am a full-time investor and "independent analyst for hire" here on Seeking Alpha.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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