Income Opportunity Realty Investors

NYSE MKT:IOR USA Mortgage Finance
Market Cap
$71.40 Million
Market Cap Rank
#30414 Global
#10028 in USA
Share Price
$17.56
Change (1 day)
+0.00%
52-Week Range
$16.84 - $19.48
All Time High
$19.48
About

Income Opportunity Realty Investors, Inc., a Dallas-based real estate investment company, currently holds a portfolio of notes receivable. The Company invests in real estate through direct equity ownership and partnerships.

Income Opportunity Realty Investors (IOR) - Net Assets

Latest net assets as of September 2025: $124.94 Million USD

Based on the latest financial reports, Income Opportunity Realty Investors (IOR) has net assets worth $124.94 Million USD as of September 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($124.94 Million) and total liabilities ($4.00K). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets $124.94 Million
% of Total Assets 100.0%
Annual Growth Rate 1.84%
5-Year Change 16.73%
10-Year Change 44.64%
Growth Volatility 16.29

Income Opportunity Realty Investors - Net Assets Trend (1987–2024)

This chart illustrates how Income Opportunity Realty Investors's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Income Opportunity Realty Investors (1987–2024)

The table below shows the annual net assets of Income Opportunity Realty Investors from 1987 to 2024.

Year Net Assets Change
2024-12-31 $121.93 Million +3.26%
2023-12-31 $118.08 Million +5.44%
2022-12-31 $111.98 Million +3.64%
2021-12-31 $108.05 Million +3.44%
2020-12-31 $104.46 Million +4.20%
2019-12-31 $100.24 Million +4.31%
2018-12-31 $96.10 Million +9.34%
2017-12-31 $87.89 Million +1.75%
2016-12-31 $86.38 Million +2.47%
2015-12-31 $84.30 Million +1.81%
2014-12-31 $82.80 Million +1.92%
2013-12-31 $81.24 Million +7.29%
2012-12-31 $75.72 Million +2.05%
2011-12-31 $74.20 Million +0.91%
2010-12-31 $73.53 Million +2.56%
2009-12-31 $71.69 Million +1.30%
2008-12-31 $70.77 Million +58.18%
2007-12-31 $44.74 Million -1.54%
2006-12-31 $45.44 Million +0.58%
2005-12-31 $45.18 Million +3.17%
2004-12-31 $43.79 Million +12.03%
2003-12-31 $39.09 Million +4.78%
2002-12-31 $37.31 Million +5.92%
2001-12-31 $35.22 Million -11.94%
2000-12-31 $40.00 Million +66.72%
1999-12-31 $23.99 Million +1.83%
1998-12-31 $23.56 Million -6.25%
1997-12-31 $25.13 Million +12.29%
1996-12-31 $22.38 Million -15.54%
1995-12-31 $26.50 Million -6.36%
1994-12-31 $28.30 Million -1.39%
1993-12-31 $28.70 Million -0.69%
1992-12-31 $28.90 Million -2.69%
1991-12-31 $29.70 Million -14.66%
1990-12-31 $34.80 Million -22.84%
1989-12-31 $45.10 Million -14.26%
1988-12-31 $52.60 Million -15.43%
1987-12-31 $62.20 Million --

Equity Component Analysis

This analysis shows how different components contribute to Income Opportunity Realty Investors's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 6717900000.0% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings $61.68 Million 50.59%
Common Stock $42.00K 0.03%
Other Components $60.21 Million 49.38%
Total Equity $121.93 Million 100.00%

Income Opportunity Realty Investors Competitors by Market Cap

The table below lists competitors of Income Opportunity Realty Investors ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Income Opportunity Realty Investors's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 118,078,000 to 121,927,000, a change of 3,849,000 (3.3%).
  • Net income of 4,651,000 contributed positively to equity growth.
  • Share repurchases of 802,000 reduced equity.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income $4.65 Million +3.81%
Share Repurchases $802.00K -0.66%
Total Change $- 3.26%

Book Value vs Market Value Analysis

This analysis compares Income Opportunity Realty Investors's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 0.59x
  • The company is trading below its book value, potentially indicating the market believes the assets are overvalued on the balance sheet or anticipates future losses.
  • The price-to-book ratio has decreased from 1.64x to 0.59x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
1987-12-31 $10.71 $17.56 x
1988-12-31 $9.08 $17.56 x
1989-12-31 $6.45 $17.56 x
1990-12-31 $5.68 $17.56 x
1991-12-31 $4.93 $17.56 x
1992-12-31 $4.84 $17.56 x
1993-12-31 $5.25 $17.56 x
1994-12-31 $5.11 $17.56 x
1995-12-31 $5.10 $17.56 x
1996-12-31 $4.72 $17.56 x
1997-12-31 $5.45 $17.56 x
1998-12-31 $5.16 $17.56 x
1999-12-31 $5.23 $17.56 x
2000-12-31 $8.76 $17.56 x
2001-12-31 $7.86 $17.56 x
2002-12-31 $8.33 $17.56 x
2003-12-31 $9.05 $17.56 x
2004-12-31 $10.51 $17.56 x
2005-12-31 $10.72 $17.56 x
2006-12-31 $10.76 $17.56 x
2007-12-31 $10.57 $17.56 x
2008-12-31 $16.98 $17.56 x
2009-12-31 $17.20 $17.56 x
2010-12-31 $17.64 $17.56 x
2011-12-31 $17.80 $17.56 x
2012-12-31 $18.17 $17.56 x
2013-12-31 $19.49 $17.56 x
2014-12-31 $19.86 $17.56 x
2015-12-31 $20.23 $17.56 x
2016-12-31 $20.72 $17.56 x
2017-12-31 $21.09 $17.56 x
2018-12-31 $23.06 $17.56 x
2019-12-31 $24.02 $17.56 x
2020-12-31 $25.06 $17.56 x
2021-12-31 $25.92 $17.56 x
2022-12-31 $26.87 $17.56 x
2023-12-31 $28.36 $17.56 x
2024-12-31 $29.88 $17.56 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Income Opportunity Realty Investors utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 3.81%
  • The company may be facing challenges in efficiently utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 73.84%
  • • Asset Turnover: 0.05x
  • • Equity Multiplier: 1.00x
  • Recent ROE (3.81%) is above the historical average (2.29%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
1987 3.98% 23.08% 0.10x 1.67x $-3.63 Million
1988 -13.35% -54.47% 0.11x 2.19x $-11.72 Million
1989 -16.22% -48.78% 0.15x 2.20x $-9.70 Million
1990 -28.71% -107.06% 0.11x 2.38x $-12.27 Million
1991 -15.93% -76.79% 0.11x 1.94x $-7.00 Million
1992 -2.27% -9.09% 0.13x 1.94x $-3.24 Million
1993 3.42% 12.33% 0.15x 1.90x $-1.73 Million
1994 -1.17% -4.29% 0.14x 1.91x $-2.86 Million
1995 -3.72% -11.39% 0.16x 2.03x $-3.32 Million
1996 -2.54% -6.31% 0.14x 2.84x $-2.81 Million
1997 13.20% 26.56% 0.14x 3.59x $803.90K
1998 -2.88% -4.59% 0.17x 3.76x $-3.04 Million
1999 5.51% 8.28% 0.18x 3.80x $-1.08 Million
2000 41.99% 191.69% 0.09x 2.41x $12.79 Million
2001 -9.83% -26.26% 0.14x 2.61x $-6.98 Million
2002 5.59% 39.35% 0.06x 2.42x $-1.65 Million
2003 3.44% 17.23% 0.08x 2.59x $-2.56 Million
2004 12.40% 91.92% 0.06x 2.08x $1.05 Million
2005 3.08% 96.70% 0.01x 2.22x $-3.09 Million
2006 0.38% 8.46% 0.02x 2.43x $-4.31 Million
2007 -1.67% -55.30% 0.01x 2.64x $-5.14 Million
2008 37.74% 8615.81% 0.00x 1.63x $19.63 Million
2009 1.28% 373.98% 0.00x 1.61x $-6.25 Million
2010 2.50% 42.82% 0.04x 1.59x $-5.52 Million
2011 0.90% 15.04% 0.04x 1.46x $-6.75 Million
2012 2.01% 29.35% 0.05x 1.45x $-6.05 Million
2013 6.79% 77.40% 0.08x 1.15x $-2.61 Million
2014 1.88% 32.97% 0.05x 1.12x $-6.72 Million
2015 1.78% 34.26% 0.05x 1.00x $-6.93 Million
2016 2.41% 46.31% 0.05x 1.00x $-6.56 Million
2017 1.72% 35.59% 0.05x 1.00x $-7.28 Million
2018 8.54% 168.24% 0.05x 1.00x $-1.40 Million
2019 4.13% 60.86% 0.07x 1.00x $-5.88 Million
2020 4.03% 548697.92% 0.00x 1.00x $-6.23 Million
2021 3.33% 72.64% 0.05x 1.00x $-7.21 Million
2022 3.51% 59.54% 0.06x 1.00x $-7.27 Million
2023 5.93% 69.52% 0.09x 1.00x $-4.81 Million
2024 3.81% 73.84% 0.05x 1.00x $-7.54 Million

Industry Comparison

This section compares Income Opportunity Realty Investors's net assets metrics with peer companies in the Mortgage Finance industry.

Industry Context

  • Industry: Mortgage Finance
  • Average net assets among peers: $854,818,960
  • Average return on equity (ROE) among peers: -13.05%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Income Opportunity Realty Investors (IOR) $124.94 Million 3.98% 0.00x $6.34 Million
Atrium Mortgage Investment Corporation (AMIVF) $482.21 Million 10.68% 0.82x $339.62 Million
AVVAA World Health Care Products Inc (AVVH) $-41.07K 0.00% 0.00x $16.78
Better Home & Finance Holding Company (BETR) $15.42 Million 64.09% 22.39x $351.94 Million
Eastside Distilling, Inc. (BLNE) $1.58 Million -256.44% 0.29x $50.97 Million
Dominion Lending Centres Inc (BRLGF) $157.84 Million -4.27% 1.04x $184.06 Million
CNFinance Holdings Ltd (CNF) $6.11 Billion 1.07% 1.36x $38.54 Million
Mr. Cooper Group Inc (COOP) $882.60 Million 10.81% 9.17x $13.29 Billion
Dominion Resources Black Warrior Trust (DOMR) $11.00 Million 38.58% 0.01x $0.99
DVL Inc (DVLN) $7.57 Million 6.67% 5.00x $18.05 Million
ECN Capital Corp. (ECNNF) $879.03 Million -1.68% 0.96x $1.32 Billion