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INRE (Inland Real Estateome Trust) ROE % : -3.19% (As of Jun. 2024)


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What is Inland Real Estateome Trust ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Inland Real Estateome Trust's annualized net income for the quarter that ended in Jun. 2024 was $-12.8 Mil. Inland Real Estateome Trust's average Total Stockholders Equity over the quarter that ended in Jun. 2024 was $401.3 Mil. Therefore, Inland Real Estateome Trust's annualized ROE % for the quarter that ended in Jun. 2024 was -3.19%.

The historical rank and industry rank for Inland Real Estateome Trust's ROE % or its related term are showing as below:

INRE' s ROE % Range Over the Past 10 Years
Min: -4.2   Med: -2.34   Max: -0.57
Current: -3.39

During the past 10 years, Inland Real Estateome Trust's highest ROE % was -0.57%. The lowest was -4.20%. And the median was -2.34%.

INRE's ROE % is ranked worse than
82.84% of 909 companies
in the REITs industry
Industry Median: 5.15 vs INRE: -3.39

Inland Real Estateome Trust ROE % Historical Data

The historical data trend for Inland Real Estateome Trust's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Inland Real Estateome Trust ROE % Chart

Inland Real Estateome Trust Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -2.34 -2.30 -0.57 -2.84 -3.52

Inland Real Estateome Trust Quarterly Data
Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -2.13 -3.42 -3.66 -3.28 -3.19

Competitive Comparison of Inland Real Estateome Trust's ROE %

For the REIT - Diversified subindustry, Inland Real Estateome Trust's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Inland Real Estateome Trust's ROE % Distribution in the REITs Industry

For the REITs industry and Real Estate sector, Inland Real Estateome Trust's ROE % distribution charts can be found below:

* The bar in red indicates where Inland Real Estateome Trust's ROE % falls into.



Inland Real Estateome Trust ROE % Calculation

Inland Real Estateome Trust's annualized ROE % for the fiscal year that ended in Dec. 2023 is calculated as

ROE %=Net Income (A: Dec. 2023 )/( (Total Stockholders Equity (A: Dec. 2022 )+Total Stockholders Equity (A: Dec. 2023 ))/ count )
=-15.123/( (451.058+408.355)/ 2 )
=-15.123/429.7065
=-3.52 %

Inland Real Estateome Trust's annualized ROE % for the quarter that ended in Jun. 2024 is calculated as

ROE %=Net Income (Q: Jun. 2024 )/( (Total Stockholders Equity (Q: Mar. 2024 )+Total Stockholders Equity (Q: Jun. 2024 ))/ count )
=-12.812/( (405.868+396.654)/ 2 )
=-12.812/401.261
=-3.19 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Jun. 2024) net income data. ROE % is displayed in the 30-year financial page.


Inland Real Estateome Trust  (OTCPK:INRE) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Jun. 2024 )
=Net Income/Total Stockholders Equity
=-12.812/401.261
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(-12.812 / 150)*(150 / 1332.4355)*(1332.4355 / 401.261)
=Net Margin %*Asset Turnover*Equity Multiplier
=-8.54 %*0.1126*3.3206
=ROA %*Equity Multiplier
=-0.96 %*3.3206
=-3.19 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Jun. 2024 )
=Net Income/Total Stockholders Equity
=-12.812/401.261
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (-12.812 / -12.812) * (-12.812 / 28.444) * (28.444 / 150) * (150 / 1332.4355) * (1332.4355 / 401.261)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1 * -0.4504 * 18.96 % * 0.1126 * 3.3206
=-3.19 %

Note: The net income data used here is four times the quarterly (Jun. 2024) net income data. The Revenue data used here is four times the quarterly (Jun. 2024) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Inland Real Estateome Trust ROE % Related Terms

Thank you for viewing the detailed overview of Inland Real Estateome Trust's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


Inland Real Estateome Trust Business Description

Traded in Other Exchanges
N/A
Address
2901 Butterfield Road, Oak Brook, IL, USA, 60523
Inland Real Estate Income Trust Inc is a real estate investment trust formed to acquire a portfolio of commercial real estate properties in the United States. The Company has one reportable segment which includes retail real estate. The company acquires retail properties, office buildings, multi-family properties, industrial and distribution, and warehouse facilities. The revenue from the Company's properties consists of rents received under long-term operating leases.
Executives
Stephen L Davis director 2901 BUTTERFIELD ROAD, OAK BROOK IL 60523
Lee A Daniels director 2901 BUTTERFIELD ROAD, OAK BROOK IL 60523
Gwen Henry director 2901 BUTTERFIELD ROAD, OAK BROOK IL 60523
Bernard J Michael director 2901 BUTTERFIELD ROAD, OAK BROOK IL 60523
Daniel Zatloukal officer: Senior Vice President 2901 BUTTERFIELD ROAD, OAK BROOK IL 60523
Judith Fu officer: Vice President 2901 BUTTERFIELD ROAD, OAK BROOK IL 60523
Mitchell A Sabshon officer: Chief Executive Officer 2901 BUTTERFIELD ROAD, OAK BROOK IL 60523
Catherine L Lynch officer: Chief Fiancial Officer 2901 BUTTERFIELD ROAD, OAK BROOK IL 60523
Daniel L Goodwin director, 10 percent owner, officer: Chairman 2901 BUTTERFIELD RD, OAK BROOK IL 60523
David Z Lichterman officer: Treasurer and CAO 2901 BUTTERFIELD ROAD, OAK BROOK IL 60523
Brenda G Gujral director, officer: Chairman of the Board INLAND AMERICAN REAL ESTATE TRUST, INC, 2901 BUTTERFIELD ROAD, OAK BROOK IL 60523
Roberta S Matlin officer: Vice President 2901 BUTTERFIELD ROAD, OAK BROOK IL 60181
Jack Potts officer: Treasurer 2901 BUTTERFIELD ROAD, OAK BROOK IL 60523
Joann M Armenta director, officer: President 2907 BUTTERFIELD ROAD, 3RD FLOOR, OAK BROOK IL 60523
Cathleen M Hrtanek officer: Secretary 2901 BUTTERFIELD ROAD, OAK BROOK IL 60523

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