Income Opportunity Realty Investors (IOR) Invested Capital (2010 - 2026)
Income Opportunity Realty Investors (IOR) recorded quarterly Invested Capital of $126.9 million in Q1 2026, up 0.8% on a QoQ basis from $125.9 million in Q4 2025, and up 3.26% year-over-year from $122.9 million in Q1 2025.
Income Opportunity Realty Investors (IOR) Invested Capital (2010 - 2026) Analysis & Trends
Income Opportunity Realty Investors has disclosed Invested Capital across 17 years of filings, most recently posting $126.9 million for Q1 2026.
- Quarterly Invested Capital rose 3.26% year-over-year to $126.9 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $126.9 million (up 3.26% YoY) and the FY2025 annual result came in at $125.9 million, up 3.27% from the prior year.
- Invested Capital rose to $126.9 million in Q1 2026, from $125.9 million in the prior quarter.
- Over five years, Invested Capital peaked at $126.9 million in Q1 2026 and troughed at $108.7 million in Q1 2022.
- A 5-year average of $118.2 million and a median of $118.7 million in 2024 frame the typical range for Invested Capital.
- Annual changes were most pronounced in 2022 — Invested Capital gained 2.71% — and 2023, when it climbed 5.44%.
- Tracing IOR's Invested Capital over 5 years: stood at $112.0 million in 2022, then climbed by 5.44% to $118.1 million in 2023, then gained by 3.26% to $121.9 million in 2024, then rose by 3.27% to $125.9 million in 2025, then grew by 0.8% to $126.9 million in 2026.
- Business Quant data shows IOR's Invested Capital at $126.9 million in Q1 2026, $125.9 million in Q4 2025, and $124.9 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 37.42 Bn | 34.73 Bn | - | 23.23 Bn |
| 2 | PennyMac Financial Services | 4.27 Bn | 3.77 Bn | 523.89 Mn | 4.33 Bn |
| 3 | Walker & Dunlop | 1.77 Bn | 1.59 Bn | - | 1.72 Bn |
| 4 | UWM Holdings | 728.84 Mn | 1.55 Bn | - | 1.62 Bn |
| 5 | Velocity Financial | 676.73 Mn | 592.27 Mn | - | 693.35 Mn |
| 6 | CNFinance Holdings | 606.48 Mn | 557.67 Mn | - | 599.75 Mn |
| 7 | Better Home & Finance Holding | 411.40 Mn | 341.12 Mn | - | 8.55 Mn |
| 8 | Onity | 314.31 Mn | 314.31 Mn | - | 1.31 Bn |
| 9 | loanDepot | 211.55 Mn | -2.94 Mn | - | 2.45 Bn |
| 10 | Income Opportunity Realty Investors | 71.36 Mn | 71.36 Mn | - | 126.93 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 126.93 Mn |
| Dec 31, 2025 | 125.92 Mn |
| Sep 30, 2025 | 124.94 Mn |
| Jun 30, 2025 | 123.91 Mn |
| Mar 31, 2025 | 122.92 Mn |
| Dec 31, 2024 | 121.93 Mn |
| Sep 30, 2024 | 120.81 Mn |
| Jun 30, 2024 | 119.83 Mn |
| Mar 31, 2024 | 118.67 Mn |
| Dec 31, 2023 | 118.08 Mn |
| Sep 30, 2023 | 116.51 Mn |
| Jun 30, 2023 | 114.87 Mn |
| Mar 31, 2023 | 113.04 Mn |
| Dec 31, 2022 | 111.99 Mn |
| Sep 30, 2022 | 110.72 Mn |
| Jun 30, 2022 | 109.53 Mn |
| Mar 31, 2022 | 108.68 Mn |
| Dec 31, 2021 | 108.05 Mn |
| Sep 30, 2021 | 107.34 Mn |
| Jun 30, 2021 | 106.63 Mn |