Invesco (IVZ) Is Up 14.3% After $1 Billion Multifamily Partnership Launch With Bozzuto

• Invesco Real Estate and Bozzuto recently launched a joint multifamily real estate investment program with up to US$1 billion in deployment capacity targeting key East Coast markets, marking their first acquisition with a 220-unit property in Orlando for value-add improvements.
• This collaboration uniquely couples Invesco’s data-driven investment approach with Bozzuto’s operational and management expertise amid recovering fundamentals in high-demand regions.
• We will explore how this US$1 billion partnership, already delivering its first acquisition, impacts Invesco’s investment narrative and future prospects.

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Invesco Investment Narrative Recap

To be a shareholder in Invesco, you need confidence in the company’s ability to deliver stable earnings and revenue growth while managing risks in capital deployment and operating margins. The recent multifamily real estate partnership with Bozzuto targets higher-growth, high-demand East Coast markets, which may help diversify revenue but does not meaningfully shift the main short-term catalyst, the need for resilient net margins amid changing client flows and asset mix. For now, the most important risk remains the impact of uncertain market sentiment on new inflows and margins, with this news serving as a potential long-term growth lever rather than an imminent pivot point.

Among Invesco’s recent announcements, the repurchase of US$1 billion in preferred stock stands out for near-term earnings impact. As this repurchase aims to be accretive to earnings in the second half of 2025, it directly relates to the key catalyst of improving net margins, which remains critical even as new investment partnerships are forged.

By contrast, investors should take note of the lingering risk that ongoing cautious client sentiment could...

Read the full narrative on Invesco (it's free!)

Invesco's narrative projects $4.1 billion revenue and $969.5 million earnings by 2028. This requires a 12.2% annual revenue decline and a $401.9 million earnings increase from $567.6 million currently.

Uncover how Invesco's forecasts yield a $14.88 fair value, a 25% downside to its current price.

Exploring Other Perspectives

Retail investors in the Simply Wall St Community have published three fair value estimates for Invesco ranging from US$14.88 to US$25.61. While these projections vary widely, many continue to weigh the challenge of attracting new capital in a shifting market, showing that opinions about the company's near-term potential still differ significantly.

Explore 3 other fair value estimates on Invesco - why the stock might be worth 25% less than the current price!

Build Your Own Invesco Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Invesco research is our analysis highlighting 5 key rewards that could impact your investment decision.
• Our free Invesco research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Invesco's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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