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INRE Stock Analysis 2026 - Inland Real Estate Income Trust, Inc. AI Rating

INRE OTC Real Estate Investment Trusts MD CIK: 0001528985
Recently Updated • Analysis: Mar 29, 2026 • SEC Data: 2025-12-31
SELL
78% Conf
Pending
Analysis scheduled

📊 INRE Key Takeaways

Revenue: $153.6M
Net Margin: -7.2%
Free Cash Flow: $42.7M
Current Ratio: N/A
Debt/Equity: 2.57x
EPS: $-0.31
AI Rating: SELL with 78% confidence

Is INRE a Good Investment? Thesis Analysis

Claude

INRE demonstrates fundamental deterioration with persistent net losses (-7.2% margin), negative ROE/ROA, and an unsustainable debt structure (2.57x leverage). While operating cash flow of $42.7M provides temporary stability, the company's inability to convert modest revenue growth into profitability raises serious concerns about business model viability and asset quality.

Why Buy INRE? Key Strengths

Claude
  • + Positive operating cash flow of $42.7M suggesting underlying cash generation despite accounting losses
  • + Revenue growth of 2.2% YoY indicates maintained tenant relationships and occupancy
  • + Free cash flow margin of 27.8% demonstrates operational cash conversion capability

INRE Investment Risks to Consider

Claude
  • ! Consistent net losses (-$11.0M) with negative net margin (-7.2%) indicating core business unprofitability
  • ! Elevated leverage ratio (2.57x debt-to-equity) with $837.5M long-term debt on $1.2B asset base creates refinancing risk
  • ! Zero interest coverage ratio and minimal operating margin (0.0%) suggest debt service strain and limited operational cushion
  • ! Negative returns on equity (-3.4%) and assets (-0.9%) indicate shareholder value destruction
  • ! Minimal cash position ($8.0M) relative to debt obligations and operational needs

Key Metrics to Watch

Claude
  • * Net income trend and path to profitability
  • * Debt-to-equity ratio and refinancing activities
  • * Operating cash flow sustainability and capital expenditure requirements
  • * Interest coverage ratio improvement
  • * Asset quality and potential impairment charges

INRE Financial Metrics

Revenue
$153.6M
Net Income
$-11.0M
EPS (Diluted)
$-0.31
Free Cash Flow
$42.7M
Total Assets
$1.2B
Cash Position
$8.0M

💡 AI Analyst Insight

The 27.8% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

INRE Profitability Ratios

Gross Margin N/A
Operating Margin 0.0%
Net Margin -7.2%
ROE -3.4%
ROA -0.9%
FCF Margin 27.8%

INRE vs Default Sector

How Inland Real Estate Income Trust, Inc. compares to Default sector averages

Net Margin
INRE -7.2%
vs
Sector Avg 12.0%
INRE Sector
ROE
INRE -3.4%
vs
Sector Avg 15.0%
INRE Sector
Current Ratio
INRE 0.0x
vs
Sector Avg 1.8x
INRE Sector
Debt/Equity
INRE 2.6x
vs
Sector Avg 0.7x
INRE Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is INRE Overvalued or Undervalued?

Based on fundamental analysis, Inland Real Estate Income Trust, Inc. shows some fundamental concerns relative to the Default sector in 2026.

Return on Equity
-3.4%
Sector avg: 15%
Net Profit Margin
-7.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.57x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

INRE Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
2.57x
Debt/Assets
73.9%
Interest Coverage
0.00x
Long-term Debt
$837.5M

INRE 5-Year Financial Trend & Growth Analysis

INRE 5-year financial data: Year 2021: Revenue $128.9M, Net Income -$11.4M, EPS N/A. Year 2022: Revenue $133.6M, Net Income -$10.4M, EPS $-0.29. Year 2023: Revenue $150.0M, Net Income -$2.5M, EPS $-0.07. Year 2024: Revenue $150.2M, Net Income -$12.6M, EPS $-0.35. Year 2025: Revenue $153.6M, Net Income -$15.1M, EPS $-0.42.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Inland Real Estate Income Trust, Inc.'s revenue has grown significantly by 19% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.42 indicates the company is currently unprofitable.

INRE Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
27.8%
Free cash flow / Revenue

INRE Quarterly Performance

Quarterly financial performance data for Inland Real Estate Income Trust, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $37.3M -$2.0M $-0.05
Q2 2025 $37.5M -$2.2M $-0.06
Q1 2025 $37.5M -$2.6M $-0.07
Q3 2024 $36.4M -$3.2M $-0.09
Q2 2024 $37.5M -$2.3M $-0.06
Q1 2024 $36.5M -$3.3M $-0.09
Q3 2023 $36.0M -$2.9M $-0.08
Q2 2023 $32.2M -$2.3M $-0.06

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

INRE Capital Allocation

Operating Cash Flow
$42.7M
Cash generated from operations
Stock Buybacks
$5.0M
Shares repurchased (TTM)
Dividends Paid
$19.6M
Returned to shareholders

INRE SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for Inland Real Estate Income Trust, Inc. (CIK: 0001528985)

📋 Recent SEC Filings

Date Form Document Action
Mar 11, 2026 10-K ireit-20251231.htm View →
Feb 2, 2026 8-K ireit-20260128.htm View →
Jan 26, 2026 8-K ireit-20260126.htm View →
Dec 30, 2025 8-K ireit-20251230.htm View →
Dec 22, 2025 8-K ireit-20251217.htm View →

Frequently Asked Questions about INRE

What is the AI rating for INRE?

Inland Real Estate Income Trust, Inc. (INRE) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are INRE's key strengths?

Claude: Positive operating cash flow of $42.7M suggesting underlying cash generation despite accounting losses. Revenue growth of 2.2% YoY indicates maintained tenant relationships and occupancy.

What are the risks of investing in INRE?

Claude: Consistent net losses (-$11.0M) with negative net margin (-7.2%) indicating core business unprofitability. Elevated leverage ratio (2.57x debt-to-equity) with $837.5M long-term debt on $1.2B asset base creates refinancing risk.

What is INRE's revenue and growth?

Inland Real Estate Income Trust, Inc. reported revenue of $153.6M.

Does INRE pay dividends?

Inland Real Estate Income Trust, Inc. pays dividends, with $19.6M distributed to shareholders in the trailing twelve months.

Where can I find INRE SEC filings?

Official SEC filings for Inland Real Estate Income Trust, Inc. (CIK: 0001528985) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is INRE's EPS?

Inland Real Estate Income Trust, Inc. has a diluted EPS of $-0.31.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is INRE a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, Inland Real Estate Income Trust, Inc. has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is INRE stock overvalued or undervalued?

Valuation metrics for INRE: ROE of -3.4% (sector avg: 15%), net margin of -7.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy INRE stock in 2026?

Our dual AI analysis gives Inland Real Estate Income Trust, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is INRE's free cash flow?

Inland Real Estate Income Trust, Inc.'s operating cash flow is $42.7M, with capital expenditures of N/A. FCF margin is 27.8%.

How does INRE compare to other Default stocks?

Vs Default sector averages: Net margin -7.2% (avg: 12%), ROE -3.4% (avg: 15%), current ratio N/A (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 29, 2026 | Data as of: 2025-12-31 | Powered by Claude AI