Industrial Logistics Properties Trust（ILPT）株式概要
インダストリアル・ロジスティクス・プロパティーズ・トラストは、質の高い産業用・物流用不動産の所有とリースに特化した不動産投資信託である。 詳細
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Analyst Price Targets
Industrial Logistics Properties Trust 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$9.20 |
| 52週高値 | US$9.43 |
| 52週安値 | US$4.92 |
| ベータ | 2.5 |
| 1ヶ月の変化 | 5.75% |
| 3ヶ月変化 | 24.16% |
| 1年変化 | 63.12% |
| 3年間の変化 | 135.90% |
| 5年間の変化 | -66.05% |
| IPOからの変化 | -60.60% |
最新ニュース
Seeking Alpha • 8h
Industrial Logistics Properties Trust: Q2 Preview, Read The Cash Line Not The Earnings Line
Summary ILPT’s 63% Q1 Normalized FFO growth was mostly non-cash. The May refinancing matters more because it removes about $19.2 million in annual principal repayments and improves CAD. Oahu is only 12.7% of gross assets but generates 56% of common Normalized FFO. Longer leases, stronger rent growth and higher cash yields support a lower cap rate than the. ILPT has upside to an $11.80 target, but leverage, FedEx concentration, external-management costs and cap-rate sensitivity create meaningful downside, supporting a Hold rating. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 22
ILPT: High Occupancy And New Leases Will Support Repricing Potential
Analysts have lifted their fair value estimate for Industrial Logistics Properties Trust from $9.50 to $11.50, pointing to a higher price target supported by updated views on its tenant quality, portfolio margins, and balance sheet risk. Analyst Commentary Recent Street research on Industrial Logistics Properties Trust highlights a more constructive tone on the stock, with bullish analysts pointing to both the quality of the underlying assets and the current valuation gap relative to their fair value estimates.
ナラティブ更新 • Jun 25
ILPT: Higher P/E Assumptions And New Leases Will Shape Balanced Returns
Analysts have raised their price target on Industrial Logistics Properties Trust to $9.50 from $8.00, citing updated assumptions around profit margin and forward P/E that support a slightly higher valuation framework. Analyst Commentary Recent research updates on Industrial Logistics Properties Trust focus on how revised assumptions around profit margins and forward P/E feed into the refreshed US$9.50 price target.Recent updates
Seeking Alpha • 8h
Industrial Logistics Properties Trust: Q2 Preview, Read The Cash Line Not The Earnings Line
Summary ILPT’s 63% Q1 Normalized FFO growth was mostly non-cash. The May refinancing matters more because it removes about $19.2 million in annual principal repayments and improves CAD. Oahu is only 12.7% of gross assets but generates 56% of common Normalized FFO. Longer leases, stronger rent growth and higher cash yields support a lower cap rate than the. ILPT has upside to an $11.80 target, but leverage, FedEx concentration, external-management costs and cap-rate sensitivity create meaningful downside, supporting a Hold rating. Read the full article on Seeking Alphaナラティブ更新 • Jul 22
ILPT: High Occupancy And New Leases Will Support Repricing Potential
Analysts have lifted their fair value estimate for Industrial Logistics Properties Trust from $9.50 to $11.50, pointing to a higher price target supported by updated views on its tenant quality, portfolio margins, and balance sheet risk. Analyst Commentary Recent Street research on Industrial Logistics Properties Trust highlights a more constructive tone on the stock, with bullish analysts pointing to both the quality of the underlying assets and the current valuation gap relative to their fair value estimates.ナラティブ更新 • Jun 25
ILPT: Higher P/E Assumptions And New Leases Will Shape Balanced Returns
Analysts have raised their price target on Industrial Logistics Properties Trust to $9.50 from $8.00, citing updated assumptions around profit margin and forward P/E that support a slightly higher valuation framework. Analyst Commentary Recent research updates on Industrial Logistics Properties Trust focus on how revised assumptions around profit margins and forward P/E feed into the refreshed US$9.50 price target.ナラティブ更新 • Jun 10
ILPT: Fine Tuned Earnings Assumptions Will Shape Balanced Future Return Potential
Analyst price targets for Industrial Logistics Properties Trust have been lifted from $8 to $9.50, then adjusted again to $9.50 from $9, as analysts point to updated assumptions around earnings power and valuation multiples while leaving fair value and key model inputs broadly unchanged. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets as a reflection of confidence in the trust's earnings power, even with only modest tweaks to core assumptions.ナラティブ更新 • May 26
ILPT: Updated Margin And Discount Rate Assumptions Will Support Future Upside Potential
Analysts have lifted their price target for Industrial Logistics Properties Trust by $0.25 to $9.65, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that align with recent Street research target moves to around $9.50. Analyst Commentary Recent Street research has focused on how Industrial Logistics Properties Trust is priced relative to updated fair value assumptions, with price targets now clustered around US$9.50 to US$9.65.ナラティブ更新 • May 02
ILPT: Higher Profitability Assumptions And P/E Multiple Will Support Upside Potential
Analysts have raised their price target on Industrial Logistics Properties Trust to $9.50 from $8.00, citing updated assumptions around fair value and profitability that support a slightly higher forward P/E multiple. Analyst Commentary Analysts lifting the price target to $9.50 describe the move as a refinement of fair value assumptions, not a major reset.新しいナラティブ • Apr 26
Leasing Momentum And Hawaii Portfolio Strength Will Support A Stronger Long Term Outlook
Catalysts About Industrial Logistics Properties Trust Industrial Logistics Properties Trust owns and leases industrial and logistics real estate across the U.S., including a large footprint in Hawaii. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Apr 18
ILPT: Stable Assumptions And Slightly Higher Future P/E Will Support Upside Potential
Analysts have maintained their price target for Industrial Logistics Properties Trust at approximately $7.70 per share, citing largely unchanged fair value, discount rate, revenue growth assumptions, profit margin outlook, and forward P/E expectations. Valuation Changes Fair Value: Held steady at $7.70 per share, with no change in the stated estimate.ナラティブ更新 • Apr 02
ILPT: Stable Assumptions And Higher Future P/E Will Support Upside Potential
Analysts have kept their price target for Industrial Logistics Properties Trust effectively unchanged at around $7.70. This reflects steady assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E in their latest update.ナラティブ更新 • Mar 19
ILPT: Stable Fair Value Assumptions Will Support Recovered Earnings Multiple
Analysts have kept their price target for Industrial Logistics Properties Trust unchanged at $7.70. This reflects steady assumptions on fair value and discount rate, together with small adjustments to profit margin and future P/E expectations.ナラティブ更新 • Mar 03
ILPT: Incoming CEO Appointment Will Support Recovered Earnings Multiple
Analysts have raised their price target for Industrial Logistics Properties Trust from $6.85 to $7.70, citing updated assumptions regarding discount rate, revenue growth, profit margin, and future P/E that they view as more closely aligned with the stock’s underlying fundamentals. What's in the News Industrial Logistics Properties Trust announced that its Board of Trustees appointed Yael Duffy as President and Chief Executive Officer, effective January 1, 2026, succeeding her current role as President and Chief Operating Officer (company filing).新しいナラティブ • Jun 02
Domestic Supply Chain Shift Will Secure Logistics Stability
Strong demand for domestic logistics space, high tenant retention, and sustainability focus are supporting ILPT's rent growth and occupancy stability.Seeking Alpha • Nov 24
Lack Of Liquidity Holds Back Industrial Logistics Properties
Summary Industrial Logistics Properties Trust shows potential for a turnaround after major dividend cuts in recent years. With a portfolio of warehousing assets, it's benefiting from retail and consumer trends that create demand for their use. The future outlook is mixed; rate cuts may reduce interest expenses, but the lack of a credit facility and floating-rate debt remain concerns. Despite potential dividend recovery and the discount to book, a hold makes more sense for the risks one would assume with such a position. Read the full article on Seeking AlphaSeeking Alpha • Jun 10
Industrial Logistics Properties Trust: In A Tough Place
Summary Industrial Logistics Properties Trust shares have plummeted due to high leverage, an ill-timed acquisition, higher interest rates, and governance issues. Industrial Logistics Properties owns over 400 industrial and logistics properties with a 99% occupancy rate and a weighted average remaining lease term of 8 years. The company's overleverage, variable rates, and poor governance have created a nightmare scenario for investors, despite the potential for value unlocking through asset sales. Read the full article on Seeking AlphaSeeking Alpha • Jan 10
Industrial Logistics: A Potential Value Trap
Summary Industrial Logistics owns and leases industrial and logistics properties across 39 states. Its portfolio is well-diversified and its shares are trading at a very large discount to NAV. Regardless, the REIT's high leverage, decreasing cash flow, and low dividend make it a highly speculative investment. Read the full article on Seeking Alpha株主還元
| ILPT | US Industrial REITs | US 市場 | |
|---|---|---|---|
| 7D | 3.8% | -1.9% | -1.1% |
| 1Y | 63.1% | 27.2% | 15.1% |
業界別リターン: ILPT過去 1 年間で27.2 % の収益を上げたUS Industrial REITs業界を上回りました。
リターン対市場: ILPT過去 1 年間で15.1 % の収益を上げたUS市場を上回りました。
価格変動
| ILPT volatility | |
|---|---|
| ILPT Average Weekly Movement | 5.9% |
| Industrial REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ILPT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ILPTの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2017 | n/a | Yael Duffy | www.ilptreit.com |
インダストリアル・ロジスティクス・プロパティーズ・トラスト（ILPT）は、質の高い産業用不動産や物流施設の所有とリースに特化した不動産投資信託である。2026年3月31日現在、ILPTのポートフォリオは39州に所在する409物件、約5,960万平方フィートの賃貸可能面積で構成されている。2026年3月31日現在、ILPTの年換算賃料収入の約77%は、投資適格テナント、投資適格企業の子会社であるテナント、またはハワイの土地リースから得られている。ILPTは、2026年3月31日現在で370億米ドルを超える運用資産を有し、40年にわたり商業用不動産の売買、融資、運用に携わってきた機関投資家向けの経験を持つ、米国を代表するオルタナティブ資産運用会社であるRMRグループにより運用されています。ILPTの本社はマサチューセッツ州ニュートンにある。Industrial Logistics Properties Trustは2017年に米国メリーランド州で法人化された。
Industrial Logistics Properties Trust 基礎のまとめ
| ILPT 基礎統計学 | |
|---|---|
| 時価総額 | US$612.66m |
| 収益（TTM） | -US$54.13m |
| 売上高(TTM) | US$453.36m |
1.4x
P/Sレシオ-11.3x
PER（株価収益率ILPT は割高か？
公正価値と評価分析を参照収益と収入
| ILPT 損益計算書（TTM） | |
|---|---|
| 収益 | US$453.36m |
| 売上原価 | US$63.54m |
| 売上総利益 | US$389.82m |
| その他の費用 | US$443.95m |
| 収益 | -US$54.13m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 29, 2026
| 一株当たり利益（EPS） | -0.81 |
| グロス・マージン | 85.98% |
| 純利益率 | -11.94% |
| 有利子負債／自己資本比率 | 474.1% |
ILPT の長期的なパフォーマンスは？
過去の実績と比較を見る| Industrial Logistics Properties Trust 配当日 | |
|---|---|
| 配当落ち日 | Jul 20 2026 |
| 配当支払日 | Aug 13 2026 |
| 配当落ちまでの日数 | 5 days |
| 配当支払日までの日数 | 19 days |
ILPT 配当は確実ですか？
ILPT 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/24 04:47 |
| 終値 | 2026/07/24 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Industrial Logistics Properties Trust 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8
| アナリスト | 機関 |
|---|---|
| Connor Siversky | Berenberg |
| Jing Xian Tan Bonnel | BofA Global Research |
| John Massocca | B. Riley Securities, Inc. |