Screened 2026-08-26 · the tape above runs as of 11:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
InvenTrust Properties Corp. holds its Markdown at $32.67. The statistical read favours the buyers, held for 1 days.
As held on the ledger · 2026-08-26
Phase
Markdown · caution
Quantitative state
The statistical read favours the buyers, held for 1 days
Price at the screen
$32.67
Valuation
171.95 trailing · -87.35 forward price to earnings
Values screen
PASS· score 70.0
Beta
-5.92
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
29.62%
Below 33%
Interest-bearing debt is just 29.6% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
2.80%
Below 49%
Money owed to the company is 2.8% of assets, under the 49% limit.
Pass
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-08-26 screen. The gold marker is the market price at the same screen. A 13.3% margin of safety to the base estimate.
Third-party analyst targets: 7 covering, consensus Buy. The average target sits +13% from the screen price.
Reading the gap · Both our model and the analysts see meaningful upside from here.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-08-26 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Grocery shelves anchor this Sun Belt REIT
Every week shoppers in growing Sun Belt towns push trolleys past the same grocery anchors that keep the lights on in these centres. InvenTrust owns and manages exactly those everyday retail sites, delivering 12% revenue growth and a 36% profit margin from leases that feel steadier than pure fashion malls.
We pass. The shares sit 2% above our fair value and the forward multiple has turned deeply negative, while a 6% return on equity offers little buffer once rates or rents wobble. Analyst targets cluster at the current price, leaving no margin for the usual REIT surprises.
Retail property still carries lease rollover risk and regional slowdowns that a low return on equity does little to cushion. Ethical screen clears, yet the numbers show a fairly priced business rather than an opportunity.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
IVT trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-09-02Markdown · changed$32.67-11.1%Entry 5
The framework has shifted from markup to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 11.1% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 13% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 27%. Our forward projection puts the odds of a 10% gain over the next month near 12%. The street (7 analysts) rates it buy, with a mean price target of $35.
2026-08-03Markup$36.73+4.9%Entry 4
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 4.9% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 13% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 27%. Our forward projection puts the odds of a 10% gain over the next month near 12%. The street (7 analysts) rates it buy, with a mean price target of $35.
2026-07-18Markup$35.00+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it A, carrying a low risk profile. Technically it is holding around 13% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 27%. Our forward projection puts the odds of a 10% gain over the next month near 12%. The street (7 analysts) rates it buy, with a mean price target of $35.
2026-07-03Markup$35.00+0.0%Entry 2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Markup$35.00Entry 1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
