Income Opportunity Realty Investors Inc chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share N/A
Dividend & YieldN/A$ (N/A)
Beta 0.08
Market capitalization 48.38M
Operating cash flow -2k
ESG Scores unknown

Company description

Income Opportunity Realty Investors, Inc., a Dallas-based real estate investment company, holds a portfolio of equity real estate in Texas, including undeveloped land. The Company invests in real estate through direct equity ownership and partnerships. For more information, visit the Company's website at www.incomeopp-realty.com.

Sector: Financial Services - Industry: Mortgage Finance

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities -12k -2k
Total Cashflows From Investing Activities -1.63M 2.97M 2.97M 2.97M
Net Borrowings
Total Cash From Financing Activities
Change To Operating Activities 741k
Issuance Of Stock
Net Income 8.21M 4.14M 4.21M 3.6M
Change In Cash 2k 1k 7k -10k
Effect Of Exchange Rate
Total Cash From Operating Activities 1.63M 1k 7k -2.98M
Depreciation
Change To Account Receivables -4.13M -4.13M -4.21M -5.56M
Other Cashflows From Financing Activities
Change To Netincome -7.32M -1.02M -1.02M -1.02M
Capital Expenditures

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 10.39M 5.22M 5.33M 4.55M
Net Income 8.21M 4.14M 4.21M 3.6M
Selling General Administrative 1.81M 1.59M 1.59M 1.58M
Gross Profit
Ebit -1.81M -1.59M -1.59M -1.58M
Operating Income -1.81M -1.59M -1.59M -1.58M
Interest Expense
Income Tax Expense 2.18M 1.08M 1.12M 956k
Total Revenue
Cost Of Revenue
Total Other Income ExpenseNet 12.2M 6.81M 6.92M 6.13M
Net Income From Continuing Ops 8.21M 4.14M 4.21M 3.6M
Net Income Applicable To Common Shares 8.21M 4.14M 4.21M 3.6M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 26k 14k 12k 12k
Total Stockholder Equity 96.1M 100.24M 104.46M 108.05M
Other Current Liabilities
Total Assets 96.12M 100.26M 104.47M 108.07M
Common Stock 42k 42k 42k 42k
Other Current Assets
Retained Earnings 34.14M 38.28M 42.5M 46.1M
Treasury Stock -39k -39k -39k -39k
Cash 4k 5k 12k 2k
Total Current Liabilities 26k 14k 12k 12k
Other Stockholder Equity
Property, Plant, and Equipment
Total Current Assets 82.09M 86.23M 91.34M 96.89M
Net Tangible Assets 96.1M 100.24M 104.46M 108.05M
Net Receivables 82.09M 86.22M 91.33M 96.89M
Accounts Payable 26k 14k 12k 12k


Insider Transactions

Here are the insider transactions of stock shares related to Income Opportunity Realty Investors Inc:

Filer Name Transaction Text Ownership Date Filer Relation Shares
MOOS DANIEL JSale at price 6.30 per share.D2014-12-01President5k
MOOS DANIEL JSale at price 6.30 per share.D2014-12-01President5k
MOOS DANIEL JPurchase at price 4.53 per share.D2010-09-07President5k
SYNTEK WEST INCSale at price 6.21 per share.D2009-07-17Beneficial Owner of more than 10% of a Class of Security2.52M
TRANSCONTINENTAL REALTY INVESTORS INCPurchase at price 6.21 per share.D2009-07-17Beneficial Owner of more than 10% of a Class of Security2.52M
SYNTEK ACQUISITION CORPSale at price 6.21 per share.D2009-07-16Beneficial Owner of more than 10% of a Class of Security2.38M
CORNA LOUIS JSale at price 5.80 - 6.30 per share.D2007-01-16General Counsel1k
CORNA LOUIS JPurchase at price 6.15 - 6.40 per share.D2006-12-15General Counsel1k
SYNTEK WEST INCSale at price 13.80 per share.I2004-05-07Beneficial Owner of more than 10% of a Class of Security150
SYNTEK ACQUISITION CORPSale at price 13.80 per share.D2004-05-07Beneficial Owner of more than 10% of a Class of Security150
SYNTEK WEST INCPurchase at price 15.00 per share.I2003-12-02Beneficial Owner of more than 10% of a Class of Security13
BASIC CAPITAL MANAGEMENT INCPurchase at price 18.45 per share.D2003-06-02Beneficial Owner of more than 10% of a Class of Security675
BASIC CAPITAL MANAGEMENT INCSale at price 18.45 per share.D2003-06-02Beneficial Owner of more than 10% of a Class of Security782
EQK HOLDINGS INCSale at price 18.45 per share.D2003-06-02Beneficial Owner of more than 10% of a Class of Security675
AMERICAN REALTY TRUST INCPurchase at price 6.75 - 7.13 per share.D2000-06-13Beneficial Owner of more than 10% of a Class of Security400
AMERICAN REALTY TRUST INCPurchase at price 7.13 - 7.25 per share.D2000-04-10Beneficial Owner of more than 10% of a Class of Security600
AMERICAN REALTY TRUST INCPurchase at price 5.38 - 5.75 per share.D2000-02-25Beneficial Owner of more than 10% of a Class of Security300
DOUGLAS RICHARD WPurchase at price 6.88 per share.D1998-12-04Director1k
AMERICAN REALTY TRUST INCPurchase at price 6.63 per share.D1998-12-03Beneficial Owner of more than 10% of a Class of Security100
AMERICAN REALTY TRUST INCPurchase at price 11.50 per share.D1998-07-21Beneficial Owner of more than 10% of a Class of Security800
AMERICAN REALTY TRUST INCPurchase at price 11.20 per share.D1998-07-01Beneficial Owner of more than 10% of a Class of Security351
TRANSCONTINENTAL REALTY INVESTORS INCPurchase at price 12.11 per share.D1998-06-19Beneficial Owner of more than 10% of a Class of Security1.23k
AMERICAN REALTY TRUST INCPurchase at price 11.63 per share.D1998-03-31Beneficial Owner of more than 10% of a Class of Security734
AMERICAN REALTY TRUST INCPurchase at price 11.50 per share.D1998-02-18Beneficial Owner of more than 10% of a Class of Security2k
AMERICAN REALTY TRUST INCPurchase at price 20.13 per share.D1997-10-31Beneficial Owner of more than 10% of a Class of Security200
AMERICAN REALTY TRUST INCPurchase at price 11.63 per share.D1997-01-10Beneficial Owner of more than 10% of a Class of Security200
AMERICAN REALTY TRUST INCPurchase at price 10.13 - 10.50 per share.D1996-12-16Beneficial Owner of more than 10% of a Class of Security2.1k
AMERICAN REALTY TRUST INCPurchase at price 9.63 - 10.13 per share.D1996-10-16Beneficial Owner of more than 10% of a Class of Security8.5k
AMERICAN REALTY TRUST INCPurchase at price 10.00 - 10.13 per share.D1996-09-30Beneficial Owner of more than 10% of a Class of Security7.8k
AMERICAN REALTY TRUST INCPurchase at price 9.50 - 10.13 per share.D1996-08-30Beneficial Owner of more than 10% of a Class of Security3.1k
AMERICAN REALTY TRUST INCPurchase at price 10.13 per share.D1996-07-19Beneficial Owner of more than 10% of a Class of Security3.8k
AMERICAN REALTY TRUST INCPurchase at price 19.75 - 20.25 per share.1996-06-25Beneficial Owner of more than 10% of a Class of Security3.3k
AMERICAN REALTY TRUST INCPurchase at price 20.50 per share.D1996-05-30Beneficial Owner of more than 10% of a Class of Security100
AMERICAN REALTY TRUST INCPurchase at price 20.25 per share.1996-05-30Beneficial Owner of more than 10% of a Class of Security100
AMERICAN REALTY TRUST INCPurchase at price 20.25 per share.1996-05-29Beneficial Owner of more than 10% of a Class of Security2.2k
AMERICAN REALTY TRUST INCPurchase at price 20.25 per share.D1996-05-29Beneficial Owner of more than 10% of a Class of Security2.2k
AMERICAN REALTY TRUST INCPurchase at price 20.13 per share.1996-04-30Beneficial Owner of more than 10% of a Class of Security200
AMERICAN REALTY TRUST INCPurchase at price 20.13 per share.1996-04-26Beneficial Owner of more than 10% of a Class of Security1.1k
AMERICAN REALTY TRUST INCPurchase at price 19.63 per share.1995-08-01Beneficial Owner of more than 10% of a Class of Security500
AMERICAN REALTY TRUST INCPurchase at price 19.63 per share.1995-07-20Beneficial Owner of more than 10% of a Class of Security2.2k
AMERICAN REALTY TRUST INCPurchase at price 19.63 per share.1995-06-30Beneficial Owner of more than 10% of a Class of Security2.8k
AMERICAN REALTY TRUST INCPurchase at price 19.63 per share.1995-05-31Beneficial Owner of more than 10% of a Class of Security5.4k
AMERICAN REALTY TRUST INCPurchase at price 19.50 - 19.63 per share.1995-04-28Beneficial Owner of more than 10% of a Class of Security11.9k
AMERICAN REALTY TRUST INCPurchase at price 19.63 per share.1995-04-05Beneficial Owner of more than 10% of a Class of Security200
AMERICAN REALTY TRUST INCPurchase at price 19.63 per share.1995-02-17Beneficial Owner of more than 10% of a Class of Security1.8k
AMERICAN REALTY TRUST INCPurchase at price 19.25 - 19.63 per share.1995-01-30Beneficial Owner of more than 10% of a Class of Security2.2k
AMERICAN REALTY TRUST INCPurchase at price 18.00 - 19.63 per share.1994-12-30Beneficial Owner of more than 10% of a Class of Security3.3k
AMERICAN REALTY TRUST INCPurchase at price 18.00 per share.1994-11-29Beneficial Owner of more than 10% of a Class of Security5.4k
AMERICAN REALTY TRUST INCPurchase at price 18.00 per share.1994-10-25Beneficial Owner of more than 10% of a Class of Security4k
AMERICAN REALTY TRUST INCPurchase at price 18.00 per share.1994-09-28Beneficial Owner of more than 10% of a Class of Security2.8k
AMERICAN REALTY TRUST INCPurchase at price 17.75 - 18.50 per share.1994-08-25Beneficial Owner of more than 10% of a Class of Security5.8k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Income Opportunity Realty Investors Inc. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Income Opportunity Realty Investors Inc

Here is the result of two systematic investment strategies applied to Income Opportunity Realty Investors Inc. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Income Opportunity Realty Investors Inc

The following chart shows the equity curve of the two systematic investment strategies applied to Income Opportunity Realty Investors Inc:

Income Opportunity Realty Investors Inc automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 10.51% on the backtest period.

Performance at glance

Performance

10.51 %

Latent gain

211.27 $

Invested capital

2009.25 $

Annualized return

2.54 %
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Momentum strategy results on Income Opportunity Realty Investors Inc

This is the result of two momentum investment strategies applied to Income Opportunity Realty Investors Inc. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Income Opportunity Realty Investors Inc

The following chart shows all the entries opened by the momentum investment system on Income Opportunity Realty Investors Inc:

Income Opportunity Realty Investors Inc momentum entries
  • The first momentum investment strategy would give 12.75% of return on Income Opportunity Realty Investors Inc. That represents 864.35$ of latent gain with 6778.37$ of employed capital.
  • The second momentum investment strategy would give 12.97% of return on Income Opportunity Realty Investors Inc. That represents 617.93$ of latent gain with 4765.54$ of employed capital.
Performance at glance (1Q Momentum)

Performance

12.75 %

Latent gain

864.35 $

Invested capital

6778.37 $

Annualized return

1.85 %
Performance at glance (2Q Momentum)

Performance

12.97 %

Latent gain

617.93 $

Invested capital

4765.54 $

Annualized return

3.54 %

Momentum equity curve on Income Opportunity Realty Investors Inc

The following chart shows the equity curve of the two momentum strategies applied to Income Opportunity Realty Investors Inc:

Income Opportunity Realty Investors Inc momentum equity

Note: the dividends potentially given by Income Opportunity Realty Investors Inc are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Income Opportunity Realty Investors Inc

The following chart shows the employed capital evolution of the two momentum strategies on Income Opportunity Realty Investors Inc since the beginning:

Income Opportunity Realty Investors Inc

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Income Opportunity Realty Investors Inc

Buy the dip entry openings on Income Opportunity Realty Investors Inc

Income Opportunity Realty Investors Inc

The performance achieved by the robo-advisor on Income Opportunity Realty Investors Inc is 3.96%. That represents 19.66$ of latent gain with 496.74$ of employed capital. The following chart shows Income Opportunity Realty Investors Inc stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Income Opportunity Realty Investors Inc, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

3.96 %

Latent gain

19.66 $

Invested capital

496.74 $

Annualized return

1.85 %

Equity curve of the strategy applied to Income Opportunity Realty Investors Inc

The following chart shows the result of the investment strategy applied to Income Opportunity Realty Investors Inc:

Income Opportunity Realty Investors Inc

Note: the dividends potentially given by Income Opportunity Realty Investors Inc are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Income Opportunity Realty Investors Inc

The following chart shows the employed capital evolution since the beginning of the investment strategy on Income Opportunity Realty Investors Inc:

Income Opportunity Realty Investors Inc

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Income Opportunity Realty Investors Inc

In this section, I will compare the three previous investment strategies applied to Income Opportunity Realty Investors Inc.

Equity curve comparison on Income Opportunity Realty Investors Inc

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Income Opportunity Realty Investors Inc investment strategy comparison

Employed capital comparison on Income Opportunity Realty Investors Inc

Income Opportunity Realty Investors Inc investment comparison

Performance comparison on Income Opportunity Realty Investors Inc

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 10.51% 211.27$ 2009.25$ 2.54%
Momentum 1 quarter 12.75% 864.35$ 6778.37$ 3.27%
Momentum 2 quarters 12.97% 617.93$ 4765.54$ 3.54%
Non-directional 3.96% 19.66$ 496.74$ 1.85%
Annualized return comparison

Automatic investment

2.54 %

Momentum 1Q

3.54 %

Momentum 2Q

3.54 %

Non-directional

1.85 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Income Opportunity Realty Investors Inc:

Positive correlations

Most correlated stocks this year

  • Income Opportunity Realty Investors Inc

  • Most correlated stocks last 3 months

  • Income Opportunity Realty Investors Inc

  • Negative correlation

    Most negatively correlated stocks this year


    Most negatively correlated stocks last 3 months

  • Cytokinetics Inc

  • Note: The algorithm computes the probability of correlation between Income Opportunity Realty Investors Inc and the other stocks. There may be false positives or some missing correlated stocks. If the price of Income Opportunity Realty Investors Inc does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name Income Opportunity Realty Investors Inc
    Country United States
    City Dallas
    Address 1603 Lyndon B Johnson Freeway
    Phone 469-522-4200
    Website www.incomeopp-realty.com
    FullTime employees
    Industry Mortgage Finance
    Sector Financial Services
    Exchange XNYS
    Ticker IOR
    Market www.nyse.com

    Income Opportunity Realty Investors Inc ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0
    Peer Environment Performance unknown
    Environment Percentile unknown
    Palm Oil unknown
    Nuclear unknown
    Fur Leather unknown
    GMO unknown
    Coal unknown
    Pesticides unknown
    Animal Testing unknown

    Social scores

    Social ESG Factors Scores
    Social Score 0
    Peer Social Performance unknown
    Social Percentile unknown
    Highest Controversy unknown
    Peer Highest Controversy Performance unknown
    Adult unknown
    Gambling unknown
    Alcoholic unknown
    Tobacco unknown
    Catholic unknown
    Controversial Weapons unknown
    Small Arms unknown
    Military Contract unknown
    Peer Count unknown

    Related Controversy:


    Governance scores

    Governance ESG Factors Scores
    Governance Score 0
    Peer Governance Performance unknown
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: unknown
    Environment Score: 0
    Social Score: 0
    Governance Score: 0

    ESG Performance: unknown

    Peer Group: unknown

    Peer Esg Score Performance: unknown

    Rating Year: unknown

    Rating Month: unknown

    Max Age: unknown

    Percentile: unknown