InvenTrust Properties: A Defensive, Recession-Resistant Dividend Growth Stock

Summary

  • IVT is by no means dirt cheap, but the stock has nevertheless sold off by around 20%, giving investors a better entry point than a few months ago.
  • The Sunbelt retail REIT promises steady and reliable growth in exchange for its lower dividend yield and premium valuation to peers.
  • IVT also has one of the most conservative balance sheets in its peer group.
  • Looking for more investing ideas like this one? Get them exclusively at High Yield Landlord. Learn More »

Aerial view of small town shopping center with supermarket, restaurant and parking for car

Thomas De Wever/iStock Editorial via Getty Images

Thesis: Time To Buy

InvenTrust Properties (NYSE:IVT) is a retail real estate investment trust ("REIT") that owns 63 shopping centers primarily in the Sunbelt region of the United States.

Since going public in its current form in the Fall of

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This article was written by

20.78K Followers

Austin Rogers is a REIT specialist with a professional background in commercial real estate. He writes about high-quality dividend growth stocks with the goal of generating the safest growing passive income stream possible. Since his ideal holding period is "lifelong," his focus is on portfolio income growth rather than total returns.

Austin is a contributing author for the investing group High Yield Landlord, one of the largest real estate investment communities on Seeking Alpha, with thousands of members. It offers exclusive research on the global REIT sector, multiple real money portfolios, an active chat room, and direct access to the analysts. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of IVT either through stock ownership, options, or other derivatives. 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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