Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
IRT Living (IRT)
NYSEReal EstateReit - ResidentialSnapshot 2026-11-04
$15.32-0.84%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.18 → 0.20 EPS · FY ending Dec 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for IRT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Stabilize or improve cash from operating activities near $55M+ | A primary condition in IRT Living's published investment case. The stated target is >= $55 million. | Intact | cash from operations falls below $55 million | Cash from operations: $80.916M FY2026-Q2; GAAP. Published target: >= $55 million. Target period is not explicitly aligned with this observation. Aug 4, 202680,916,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
IRT is a rate-sensitive real estate business with a renovation program that is showing progress. Its long-term thesis is intact, though the signal recently shifted from mildly favorable to mixed, and the evidence snapshot rates earnings quality as loss-making.
The valuation evidence is mixed: the model labels IRT cheap versus peers, but also reports a sizable peer premium and low confidence. Overall, the priced-in tag is stretched, while the expectations gap is modest and fragility is low.
Near term, management has reaffirmed its 2026 guidance ranges, while renovation volume and reported renovation returns rose from the first to the second quarter of 2026. The dividend per share also increased, but execution is mixed, and recent-quarter misses are a risk despite a low estimated miss probability.
Over the next few years, the thesis depends on continued guidance delivery and whether the renovation program sustains its reported progress. Near-term rate cuts could support the real estate sector; guidance reductions or weaker results from sector bellwethers could remove that support.
For a 1-to-3-year view, the business thesis remains intact, but mixed execution signals and stretched pricing temper the picture. The key evidence to watch is guidance delivery, renovation results, and the sector backdrop. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 4 of 4 supplied quarters. Management reported: “|| • | Net income available to common shares of $25.1 million for the quarter ended September 30, 2026 compared to $6.9 million for the quarter ended September 30, 2025 .” “We completed renovations of 1,026 units during the six months ended June 30, 2026 , achieving a weighted average return on investment of 15.9% with an average cost per unit renovated of $20,430 , and an average monthly rent increase per unit of $272 over unrenovated comparable units.”
Maintain dividend per share at $0.17 | The company keeps its dividend steady at $0.17 per share. | Intact | dividend per share falls below $0.17 | Dividend per share: $0.18 per share FY2026-Q3; GAAP. Published target: $0.17 per share. Target period is not explicitly aligned with this observation. Nov 3, 20260.18 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of 4 supplied quarters. Management reported: “Our Board of Directors previously authorized a stock repurchase program for the repurchase of up to $250.0 million of the Company's common stock, demonstrating our commitment to returning capital to shareholders.” “• Stock Repurchases : Our Board of Directors previously authorized a stock repurchase program for the repurchase of up to $250.0 million of the Company's common stock.” Delivery assessment Nov 4, 2026 |
Maintain EPS guidance range $0.21 to $0.28 for 2026 | A primary condition in IRT Living's published investment case. The stated target is EPS between $0.21 and $0.28. | Intact | EPS guidance falls below $0.21 for FY26 | Diluted EPS: $0.11 per share FY2026-Q3; GAAP. Published target: EPS between $0.21 and $0.28. Annual target cannot be compared with a quarterly or TTM observation. Nov 3, 20260.11 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.15 → $0.20 · observed estimates
$0.69B → $0.81B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.15 | $692,888,560 | 2 / 7 |
| 2026-07-25 | $0.15 | $692,888,560 | 2 / 7 |
| 2026-07-26 | $0.15 | $692,888,560 | 2 / 7 |
| 2026-07-27 | $0.12 | $693,702,703 | 2 / 5 |
| 2026-07-28 | $0.15 | $692,888,560 | 2 / 7 |
| 2026-07-29 | $0.15 | $692,888,560 | 2 / 7 |
| 2026-07-30 | $0.15 | $692,888,560 | 2 / 7 |
| 2026-07-31 | $0.15 | $692,888,560 | 2 / 7 |
| 2026-08-01 | $0.12 | $693,702,703 | 2 / 5 |
| 2026-08-02 | $0.15 | $692,888,560 | 2 / 7 |
| 2026-08-03 | $0.15 | $692,888,560 | 2 / 7 |
| 2026-08-04 | $0.15 | $692,888,560 | 2 / 7 |
| 2026-08-05 | $0.15 | $692,888,560 | 2 / 7 |
| 2026-08-06 | $0.15 | $695,418,700 | 2 / 7 |
| 2026-08-07 | $0.14 | $698,384,241 | 2 / 5 |
| 2026-08-08 | $0.14 | $698,384,241 | 2 / 5 |
| 2026-08-09 | $0.16 | $696,775,770 | 2 / 9 |
| 2026-08-10 | $0.14 | $698,384,241 | 2 / 5 |
| 2026-08-12 | $0.16 | $697,647,240 | 2 / 8 |
| 2026-08-13 | $0.14 | $698,384,241 | 2 / 5 |
| 2026-08-14 | $0.14 | $698,384,241 | 2 / 5 |
| 2026-08-15 | $0.14 | $698,384,241 | 2 / 6 |
| 2026-08-16 | $0.14 | $698,384,241 | 2 / 6 |
| 2026-08-17 | $0.14 | $698,384,241 | 2 / 6 |
| 2026-08-18 | $0.14 | $698,384,241 | 2 / 6 |
| 2026-08-19 | $0.14 | $698,384,241 | 2 / 6 |
| 2026-08-20 | $0.15 | $698,384,241 | 3 / 5 |
| 2026-08-21 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-08-22 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-08-23 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-08-24 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-08-25 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-08-26 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-08-27 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-08-28 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-08-29 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-08-30 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-08-31 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-09-01 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-09-02 | $0.15 | $698,384,241 | 3 / 6 |
| 2026-09-03 | $0.15 | $698,124,992 | 3 / 6 |
| 2026-09-04 | $0.15 | $698,124,992 | 3 / 6 |
| 2026-09-05 | $0.15 | $697,867,240 | 3 / 6 |
| 2026-09-06 | $0.15 | $697,867,240 | 3 / 6 |
| 2026-09-07 | $0.15 | $697,867,240 | 3 / 6 |
| 2026-09-08 | $0.15 | $697,867,240 | 3 / 6 |
| 2026-09-09 | $0.15 | $697,867,240 | 3 / 6 |
| 2026-09-10 | $0.15 | $697,867,240 | 3 / 6 |
| 2026-09-11 | $0.15 | $795,979,654 | 3 / 5 |
| 2026-09-12 | $0.18 | $796,550,404 | 3 / 3 |
| 2026-09-13 | $0.18 | $796,550,404 | 3 / 3 |
| 2026-09-14 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-15 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-16 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-17 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-18 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-19 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-20 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-21 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-22 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-23 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-24 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-25 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-26 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-27 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-28 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-29 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-09-30 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-10-01 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-10-02 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-10-03 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-10-04 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-10-05 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-10-06 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-10-07 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-10-08 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-10-09 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-10-10 | $0.18 | $796,550,404 | 2 / 2 |
| 2026-10-11 | $0.18 | $796,550,404 | 2 / 3 |
| 2026-10-12 | $0.18 | $796,550,404 | 2 / 3 |
| 2026-10-13 | $0.18 | $796,550,404 | 2 / 3 |
| 2026-10-14 | $0.18 | $796,550,404 | 2 / 3 |
| 2026-10-15 | $0.19 | $796,550,404 | 1 / 3 |
| 2026-10-16 | $0.19 | $796,550,404 | 1 / 3 |
| 2026-10-17 | $0.19 | $796,550,404 | 1 / 3 |
| 2026-10-18 | $0.19 | $796,550,404 | 1 / 3 |
| 2026-10-19 | $0.19 | $796,550,404 | 1 / 3 |
| 2026-10-20 | $0.19 | $796,816,029 | 1 / 3 |
| 2026-10-21 | $0.19 | $796,816,029 | 1 / 3 |
| 2026-10-22 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-10-23 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-10-24 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-10-25 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-10-26 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-10-27 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-10-28 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-10-29 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-10-30 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-10-31 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-11-01 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-11-02 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-11-03 | $0.20 | $810,818,302 | 1 / 3 |
| 2026-11-04 | $0.20 | $810,818,302 | 1 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 10 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.