IVREF (Inovalis Real Estate Investment Trust) 3-Year RORE % : -1.14% (As of Mar. 2026)


IVREF Inovalis Real Estate Investment Trust IVREF
40 GF Score
Price $0.60
GF Value $0.71
Valuation Modestly Undervalued
! 9 Warning Signs
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What is Inovalis Real Estate Investment Trust 3-Year RORE %?

Inovalis Real Estate Investment Trust IVREF -6.08% 40 3-Year RORE % is -1.14 as of Mar. 2026. GuruFocus rates IVREF with a GF Score™ of 40/100 and a GF Value™ of $0.71 (Modestly Undervalued). The stock has 9 warning signs investors should review. Among 840 REITs companies, Inovalis Real Estate Investment Trust ranks better than 50.36% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Inovalis Real Estate Investment Trust's 3-Year RORE % for the quarter that ended in Mar. 2026 was -1.14%.

The industry rank for Inovalis Real Estate Investment Trust's 3-Year RORE % or its related term are showing as below:

IVREF's 3-Year RORE % is ranked better than
50.36% of 840 companies
in the REITs industry
Industry Median: -1.135 vs IVREF: -1.14

Inovalis Real Estate Investment Trust  (OTCPK:IVREF) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Inovalis Real Estate Investment Trust 3-Year RORE % Related Terms


Inovalis Real Estate Investment Trust 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Inovalis Real Estate Investment Trust's 3-Year RORE % 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.

Inovalis Real Estate Investment Trust 3-Year RORE % Chart

Inovalis Real Estate Investment Trust Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -77.81 90.55 65.09 17.83 14.53

Inovalis Real Estate Investment Trust Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % 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 8.74 14.21 -0.92 14.53 -1.14

IVREF vs BXP, ARE, VNO: 3-Year RORE % Comparison

For the REIT - Office subindustry, Inovalis Real Estate Investment Trust's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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.


Inovalis Real Estate Investment Trust 3-Year RORE % vs REITs Industry

For the REITs industry and Real Estate sector, Inovalis Real Estate Investment Trust's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Inovalis Real Estate Investment Trust's 3-Year RORE % falls into.


IVREF
40GF Score
Inovalis Real Estate Investment Trust IVREF
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Inovalis Real Estate Investment Trust 3-Year RORE % Calculation

Inovalis Real Estate Investment Trust's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( -0.985--1.024 )/( -3.183-0.238 )
=0.039/-3.421
=-1.14 %

* 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -1.14 mean?
Inovalis Real Estate Investment Trust (IVREF) has a 3-Year RORE % of -1.14 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Inovalis Real Estate Investment Trust and its competitors. According to the industry distribution chart, Inovalis Real Estate Investment Trust ranks #417 out of 840 companies in the REITs industry, placing it in the top 49.6%.
Is Inovalis Real Estate Investment Trust's 3-Year RORE % too high?
Inovalis Real Estate Investment Trust's current 3-Year RORE % is -1.14. Based on the distribution chart, Inovalis Real Estate Investment Trust ranks #417 out of 840 companies in the REITs industry, which is above the industry midpoint. Overall, Inovalis Real Estate Investment Trust has a GF Score™ of 40/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Inovalis Real Estate Investment Trust's 3-Year RORE % compare to BXP and ARE?
According to the REITs industry distribution chart, Inovalis Real Estate Investment Trust ranks #417 out of 840 companies for 3-Year RORE %. This puts Inovalis Real Estate Investment Trust in the upper half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a REITs company?
A good 3-Year RORE % depends on the REITs industry context. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Inovalis Real Estate Investment Trust and its competitors. Inovalis Real Estate Investment Trust's current 3-Year RORE % is -1.14. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Inovalis Real Estate Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, Inovalis Real Estate Investment Trust (IVREF) is currently considered Modestly Undervalued. The stock's GF Value™ is $0.71, compared to a current price of $0.60 — trading 15.3% below its estimated fair value. The current 3-Year RORE % is -1.14. Inovalis Real Estate Investment Trust's overall GF Score™ is 40/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Inovalis Real Estate Investment Trust (IVREF), the current 3-Year RORE % is -1.14 as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Inovalis Real Estate Investment Trust (IVREF) Overvalued in 2026?

Based on GuruFocus' analysis, Inovalis Real Estate Investment Trust stock appears to be undervalued. The current stock price of $0.60 is trading 15.3% below its estimated GF Value™ of $0.71. GuruFocus considers Inovalis Real Estate Investment Trust to be Modestly Undervalued.

Key valuation signals for IVREF:

  • 3-Year RORE %: -1.14
  • GF Value™: $0.71 vs. price of $0.60 (15.3% below fair value)
  • GF Score™: 40/100 with 9 warning signs

No single metric tells the full story. See the IVREF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Inovalis Real Estate Investment Trust Business Description

Industry Real EstateREITs
Other Exchanges INO.UN:Canada
Address 151 Yonge Street, 11th Floor, Toronto, ON, CAN, M5C 2W7
Inovalis Real Estate Investment Trust is a Canada-based open-ended real estate investment trust. Its portfolio comprises office properties that are leased to corporate clients in France, Spain, and Germany. The Trust's investment criteria encompass office properties outside of Canada with an occupancy level of above eighty percent (unless AFFO accretive), secured rental cash flows, a property value of approximately between twenty and sixty million euros (unless AFFO accretive), and a potential future upside with respect to matters including rent and area development. The majority of the REIT's revenue is generated through rental income from its investment properties in France.
40GF Score

Get the complete analysis for IVREF

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$0.60
Price
$0.71
GF Value