ILPT logo

Industrial Logistics Properties Trust Stock Price

NasdaqGS:ILPT Community·US$600.0m Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author

ILPT Share Price Performance

US$8.91
4.54 (103.89%)
US$9.65
Fair Value
US$8.91
4.54 (103.89%)
7.7% undervalued intrinsic discount
US$9.65
Fair Value
Price US$8.91
AnalystConsensusTarget US$9.65
AnalystHighTarget US$9.50

ILPT Community Narratives

·
Fair Value US$9.65 7.7% undervalued intrinsic discount

Modern Logistics Facilities In Hawaii Will Drive Future Demand

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
·
Fair Value US$9.5 6.2% undervalued intrinsic discount

Leasing Momentum And Hawaii Portfolio Strength Will Support A Stronger Long Term Outlook

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$9.5
6.2% undervalued intrinsic discount
Profit Margin
29.37%
Future PE
6.35x
Price in 2029
US$13.47

Trending Discussion

Updated Narratives

ILPT logo

ILPT: Fine Tuned Earnings Assumptions Will Shape Balanced Future Return Potential

Fair Value: US$9.65 7.7% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ILPT logo

Leasing Momentum And Hawaii Portfolio Strength Will Support A Stronger Long Term Outlook

Fair Value: US$9.5 6.2% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with mediocre balance sheet.

2 Risks
2 Rewards

Industrial Logistics Properties Trust Key Details

US$453.4m

Revenue

US$63.5m

Cost of Revenue

US$389.8m

Gross Profit

US$443.9m

Other Expenses

-US$54.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.81
85.98%
-11.94%
474.1%
View Full Analysis

About ILPT

Founded
2017
Employees
n/a
CEO
Yael Duffy
WebsiteView website
www.ilptreit.com

Industrial Logistics Properties Trust is a real estate investment trust focused on owning and leasing high quality industrial and logistics properties. As of March 31, 2026, ILPT’s portfolio consisted of 409 properties containing approximately 59.6 million rentable square feet located in 39 states. Approximately 77% of ILPT’s annualized rental revenues as of March 31, 2026, are derived from investment grade tenants, tenants that are subsidiaries of investment grade rated entities or Hawaii land leases. ILPT is managed by The RMR Group, a leading U.S. alternative asset management company with over 37 billion US dollars in assets under management as of March 31, 2026, and 40 years of institutional experience in buying, selling, financing and operating commercial real estate. ILPT is headquartered in Newton, MA. Industrial Logistics Properties Trust was incorporated in 2017 in Maryland, USA.

Recent ILPT News & Updates

Narrative Update 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.
Narrative Update 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.

Recent updates

No updates