MEDIUMBuilt-inGeographic
37.7%
Texas
“10-K Item 1A: 'approximately 37.7% of the total annualized base rental income in our retail portfolio was generated by properties located in Texas'”
IVT · Concentration risk · 10-K extracted
InvenTrust Properties (IVT) concentration risks
Updated
The most significant concentration InvenTrust Properties discloses is Texas at 37.7%, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: InvenTrust Properties’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH0
MEDIUM1
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's sole disclosed concentration is geographic: approximately 37.7% of the total annualized base rental income in its retail portfolio was generated by properties located in Texas, a moderate share by disclosed size. The character is structural — the company has chosen to deploy a meaningful portion of its retail real estate portfolio in a single state, making this a deliberate positioning rather than a coincidental customer or tenant dependency. Because this is the only concentration the filing discloses, there is no layering of product, customer, or counterparty risk on top of the Texas geographic tilt. The primary channels through which this exposure could affect results are Texas-specific economic conditions — employment trends, population growth, and regional consumer spending — rather than any single-name tenant or industry relationship. A statewide economic disruption or prolonged local real estate downturn would have a proportionate effect on that share of base rental income. On balance, the disclosed profile is narrow. The Texas exposure, while notable at a moderate share of the portfolio, carries a structural character that tends to be well-understood and gradually evolving. Investors monitoring this name should focus on Texas macro and retail real estate fundamentals as the primary watch variable for this concentration.
For the engine’s reasoning on IVT’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · REIT - Retail
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AKR | Acadia Realty Trust | 1 | 0 | 0 | 1 |
| BRX | Brixmor Property Group Inc. | 1 | 0 | 0 | 1 |
| IVT● | InvenTrust Properties Corp. | 0 | 1 | 0 | 1 |
| EPRT | Essential Properties Realty Tru | 0 | 0 | 2 | 2 |
| ADC | Agree Realty Corporation | 0 | 0 | 1 | 1 |
| CURB | Curbline Properties Corp. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.