Retail Opportunity Investments Corp (ROIC) Return on Investment ROI from the third quarter of 2024 to third quarter of 2023 and for the year 2024, average high and low, overall ranking from Sep 30 2024 to Sep 30 2023 - CSIMarket
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Retail Opportunity Investments Corp  (NASDAQ: ROIC)


Retail Opportunity Investments's ROI from its third quarter of 2024 to the third quarter of 2023 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Retail Opportunity Investments's ROI in the third quarter of 2024?
Retail Opportunity Investments Corp achieved a return on average invested assets (ROI) of 1.67 % in its third quarter of 2024, this is above ROIC's average return on investment of 1.56%.
Retail Opportunity Investments Corps investments during the 12 months ending in the third quarter of 2024 are valued at $3 billion

ROI has improved compared to 1.08% in the second quarter of 2024, due to net income growth.

Within the Financial sector 365 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Sep 30 2024 quarter, so far to 2015, from total ROI ranking in the second quarter of 2024 at 2209.

Definition and Formula of Return on Investment



Return On Investment (Sep 30 2024)
III. Quarter
(Jun 30 2024)
II. Quarter
(Mar 31 2024)
I. Quarter
(Dec 31 2023)
IV. Quarter
(Sep 30 2023)
III. Quarter
Y / Y Investment Change TTM 18.81 % 11.09 % 4.98 % 10.67 % 12.24 %
Y / Y Net Income Change TTM 58.57 % -26.04 % 0.63 % 19.47 % 97.3 %
Investment (TTM) in Millions 4,377 4,356 3,042 3,054 3,243
Return On Investment (TTM) 1.67 % 1.08 % 1.28 % 1.18 % 1.25 %
ROIC's Overall Ranking # 2015 # 2209 # 2170 # 2550 # 2284
Seq. Investment Change TTM 8.28 % 10.49 % -0.38 % -0.31 % 1.24 %
Seq. Net Income Change TTM 67.73 % -6.86 % 8.1 % -6.1 % -21.76 %
Net Income (TTM) in Millions 62 37 40 37 39




Return On Investment ROIC's Ranking
Within: No.
Industry # 81
Sector # 366
Overall # 2015

Return On Investment Statistics
High Average Low
2.25 %
1.56 %
0.64 %
(Mar 31 2022)   (Jun 30 2013)



  News about Retail Opportunity Investments Corp Return on Investment ROI

Blackstones Bold Bet: Transforming Retail Opportunity Investments Corp. Amid Tax Challenges

January 16, 2025

In a remarkable turn of events in the retail real estate sector, Retail Opportunity Investments Corp. (NASDAQ: ROIC) has been thrust into the spotlight following two significant announcements that highlight both challenges and a transformative opportunity. Key Developments:1. Federal Tax Treatment of 2024 Distributions: - On January 16, 2025, ROIC disclosed the federal tax treatment for its 2024 distributions on common stock, with expectations outlined for how returns will be reported on Form 1099-DIV. This transparency is crucial for investors trying to navigate the tax implications of their earnings.2. Return on Investments Performance: - Despite a focus on growth, ROIC announced a return on average invested assets (ROI) of 1.67% for the third quarter of 2024, which falls short of its historical average ROI of 1.77%. This slight dip poses questions regarding the firm’s ability to generate robust returns amid a challenging retail environment.

Blackstones Strategic Move Taking Retail Opportunity Investments Private for $4 Billion

November 6, 2024

In a significant shake-up within the retail real estate landscape, Blackstone Real Estate Partners X has announced its acquisition of Retail Opportunity Investments Corp. (Nasdaq: ROIC) in an all-cash transaction valued at approximately $4 billion. The deal, set at $17.50 per share, promises to reshape the trajectory of ROIC, which boasts a diverse portfolio of 93 high-quality, grocery-anchored retail properties.The transaction underscores Blackstone s confidence in the resilience and potential of grocery-anchored retail assets, which have proven to be a safe haven amidst changing consumer habits exacerbated by the pandemic. With an increased focus on essential goods and a shift towards omnichannel shopping experiences, these properties offer a reprieve from the pressures faced by traditional retail spaces. The acquisition aligns with Blackstone s strategy of targeting stable income-generating assets, leveraging their operational expertise to enhance value.






Financial Statements
Retail Opportunity Investments's III. Quarter Investments $ 4,377 Millions ROIC's Balance sheet
Retail Opportunity Investments's III. Quarter Income $ 34 Millions Quarterly ROIC's Income Statement
ROIC's Income by Division See ROIC's Income by Division


ROIC Annual Return On Investment (Dec 31 2023)
2023
(Dec 31 2022)
2022
(Dec 31 2021)
2021
(Dec 31 2020)
2020
(Dec 31 2019)
2019
Total Investments in Millions 3,054 3,093 2,970 2,466 2,485
Y / Y Investment Growth -1.27 % 4.14 % 20.42 % -0.75 % -0.16 %
Net Income in Millions 37 55 57 35 54
Y / Y Net Income Growth -33.91 % -3.31 % 65.2 % -35.32 % 13.88 %
Annual Return On Investment 1.2 % 1.79 % 1.93 % 1.41 % 2.16 %


Annual Roi Comment
In the fiscal year 2023 ROI decreased relative to the previous year to 1.2 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Real Estate Investment Trusts Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
ROIC's Roi Ratio versus Real Estate Investment Trusts Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for ROIC's Competitors
Subscribers only: Roi for Retail Opportunity Investments's Suppliers
Subscribers only: Return On Investment for ROIC's Customers

Other Ratios
ROIC's Roa ROIC's Inventory Turnover Ratio ROIC's Growth Rates ROIC's Dividend Statistics
ROIC's Profitability Ratios ROIC's Asset Turnover Ratio ROIC's Dividend Growth
ROIC's Roe ROIC's Valuation Ratios ROIC's Financial Strength Ratios ROIC's Dividend Payout Ratio



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Evergreen Corporation  4.35 %
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National Storage Affiliates Trust  4.27 %
Tanger Inc  4.24 %
Chubb Limited  4.23 %
Stepstone Group Inc   4.23 %
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Virtus Investment Partners Inc   4.19 %
Crawford and Co  4.17 %
Israel Acquisitions Corp  4.14 %
Freedom Holding Corp   4.14 %
W R Berkley Corp  4.09 %
Skyward Specialty Insurance Group Inc   4.05 %
Moelis and Co  4.03 %
Apple Hospitality Reit Inc   4.00 %
Caretrust Reit Inc   3.90 %
The Hartford Insurance Group Inc   3.84 %
Nasdaq Inc   3.83 %
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Date modified: 2026-09-18T13:11:05+00:00



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