IVREF (Inovalis Real Estate Investment Trust) 5-Year Yield-on-Cost %: 0.16 (As of Jul. 02, 2026) — 36% Below Median


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 5-Year Yield-on-Cost %?

Inovalis Real Estate Investment Trust IVREF -6.08% 40 5-Year Yield-on-Cost % is 0.16 as of Jul. 02, 2026, which is 36% below its 10-year median of 0.25. 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 876 REITs companies, Inovalis Real Estate Investment Trust ranks worse than 99.09% on this metric.

Inovalis Real Estate Investment Trust's yield on cost for the quarter that ended in Mar. 2026 was 0.16.


The historical rank and industry rank for Inovalis Real Estate Investment Trust's 5-Year Yield-on-Cost % or its related term are showing as below:

IVREF' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.1   Med: 0.25   Max: 1.03
Current: 0.16


During the past 13 years, Inovalis Real Estate Investment Trust's highest Yield on Cost was 1.03. The lowest was 0.10. And the median was 0.25.


IVREF's 5-Year Yield-on-Cost % is ranked worse than
99.09% of 876 companies
in the REITs industry
Industry Median: 7.24 vs IVREF: 0.16

Inovalis Real Estate Investment Trust  (OTCPK:IVREF) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Inovalis Real Estate Investment Trust 5-Year Yield-on-Cost % Related Terms


IVREF vs BXP, ARE, VNO: 5-Year Yield-on-Cost % Comparison

For the REIT - Office subindustry, Inovalis Real Estate Investment Trust's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs REITs Industry

For the REITs industry and Real Estate sector, Inovalis Real Estate Investment Trust's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Inovalis Real Estate Investment Trust's 5-Year Yield-on-Cost % falls into.


IVREF
40GF Score
Inovalis Real Estate Investment Trust IVREF
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Inovalis Real Estate Investment Trust 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Inovalis Real Estate Investment Trust is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 0.16 mean?
Inovalis Real Estate Investment Trust (IVREF) has a 5-Year Yield-on-Cost % of 0.16 as of Jul. 02, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Inovalis Real Estate Investment Trust and its competitors. This is 36% below median its historical median of 0.25. Over the past decade, Inovalis Real Estate Investment Trust's 5-Year Yield-on-Cost % has ranged from 0.10 to 1.03. According to the industry distribution chart, Inovalis Real Estate Investment Trust ranks #868 out of 876 companies in the REITs industry, placing it in the top 99.1%.
Is Inovalis Real Estate Investment Trust's 5-Year Yield-on-Cost % too high?
Inovalis Real Estate Investment Trust's current 5-Year Yield-on-Cost % of 0.16 is 36% below median its 10-year median of 0.25. Over the past 10 years, this metric has ranged from a low of 0.10 to a high of 1.03. The REITs industry median 5-Year Yield-on-Cost % is 7.24. Inovalis Real Estate Investment Trust's value of 0.16 is 97.8% below this industry median. Based on the distribution chart, Inovalis Real Estate Investment Trust ranks #868 out of 876 companies in the REITs industry, which is in the bottom quartile relative to peers. 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 5-Year Yield-on-Cost % compare to BXP and ARE?
According to the REITs industry distribution chart, Inovalis Real Estate Investment Trust ranks #868 out of 876 companies for 5-Year Yield-on-Cost %. This places Inovalis Real Estate Investment Trust in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 7.24. Inovalis Real Estate Investment Trust's value of 0.16 is 97.8% below this benchmark. Historically, Inovalis Real Estate Investment Trust's own 5-Year Yield-on-Cost % has ranged from 0.10 to 1.03 over the past decade. While the company's 10-year median is 0.25 vs. the industry median of 7.24, Inovalis Real Estate Investment Trust has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a REITs company?
The median 5-Year Yield-on-Cost % among REITs companies is 7.24, based on 876 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Inovalis Real Estate Investment Trust's current 5-Year Yield-on-Cost % of 0.16 is 97.8% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Inovalis Real Estate Investment Trust and its competitors. For the REITs industry, the median 5-Year Yield-on-Cost % is 7.24 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Inovalis Real Estate Investment Trust's current 5-Year Yield-on-Cost % is 0.16, which is 36% below median its own 10-year median of 0.25. 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 5-Year Yield-on-Cost % is 0.16, which is 36% below median its 10-year median of 0.25 and 97.8% below the REITs industry median of 7.24. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Inovalis Real Estate Investment Trust (IVREF), the current 5-Year Yield-on-Cost % is 0.16 as of Jul. 02, 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:

  • 5-Year Yield-on-Cost %: 0.16 (36% below median its 10-year median of 0.25)
  • GF Value™: $0.71 vs. price of $0.60 (15.3% below fair value)
  • GF Score™: 40/100 with 9 warning signs
  • Industry Position: 97.8% below the REITs median (#868 of 876)

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

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$0.60
Price
$0.71
GF Value