Income Opportunity Realty Investors (IOR) Return on Equity [ROE] (2009 - 2026)
Income Opportunity Realty Investors' Return on Equity [ROE] was -1.04% in Q3 2026, up 0.15 percentage points from -1.19% a year earlier and up 0.04 percentage points from the prior quarter.
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Analysis
Income Opportunity Realty Investors (IOR) Return on Equity [ROE] (2009 - 2026) Analysis & Trends
For FY2025, Return on Equity [ROE] at Income Opportunity Realty Investors came in at -1.17%, up 0.21 percentage points from FY2024.
- Return on Equity [ROE] shows a five-year change of -5.28 percentage points (FY2020 to FY2025).
- In earlier years, Return on Equity [ROE] was -1.37% in FY2024 (+1.29 pp), -2.67% in FY2023 (-0.24 pp), -2.43% in FY2022 (-0.04 pp) and -2.38% in FY2021 (-6.50 pp).
- The Q3 2026 figure marks the highest quarterly Return on Equity [ROE] since Q2 2022.
- Compared with a year earlier, Return on Equity [ROE] has increased for 11 straight quarters, with an average year-over-year change of +0.45 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Equity [ROE] over five years was Q3 2024 (a gain of 1.59 percentage points); the worst was Q3 2022 (a drop of 6.12 percentage points).
- Per Business Quant data, IOR's Return on Equity [ROE] in the three quarters before Q3 2026 was -1.08% (Q2 2026), -1.15% (Q1 2026) and -1.15% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Royalty Pharma | 39.80 Bn | 40.13 Bn | - | 11.98% |
| 2 | Rocket Companies | 38.90 Bn | 27.72 Bn | - | 5.45% |
| 3 | Orix | 38.66 Bn | 9.30 Bn | 13.83 Bn | 21.12% |
| 4 | Federal National Mortgage Association Fannie Mae | 26.46 Bn | -16,107.65 Bn | - | 13.05% |
| 5 | Synchrony Financial | 22.47 Bn | -45.15 Bn | - | 19.93% |
| 6 | Affirm Holdings | 22.07 Bn | 15.11 Bn | - | 35.93% |
| 7 | Royal Gold | 21.71 Bn | 20.92 Bn | 402.46 Mn | 10.92% |
| 8 | Ares Capital | 13.84 Bn | 11.59 Bn | - | - |
| 9 | Annaly Capital Management | 13.83 Bn | 4.86 Bn | - | 6.91% |
| 10 | Income Opportunity Realty Investors | 75.22 Mn | 75.18 Mn | - | -1.04% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | -1.04% |
| Jun 30, 2026 | -1.08% |
| Mar 31, 2026 | -1.15% |
| Dec 31, 2025 | -1.15% |
| Sep 30, 2025 | -1.19% |
| Jun 30, 2025 | -1.24% |
| Mar 31, 2025 | -1.31% |
| Dec 31, 2024 | -1.36% |
| Sep 30, 2024 | -1.40% |
| Jun 30, 2024 | -1.79% |
| Mar 31, 2024 | -2.25% |
| Dec 31, 2023 | -2.62% |
| Sep 30, 2023 | -2.99% |
| Jun 30, 2023 | -2.83% |
| Mar 31, 2023 | -2.54% |
| Dec 31, 2022 | -2.40% |
| Sep 30, 2022 | -2.17% |
| Jun 30, 2022 | -0.95% |
| Mar 31, 2022 | 0.34% |
| Dec 31, 2021 | 2.17% |
API Access
Income Opportunity Realty Investors Return on Equity [ROE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=IOR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "IOR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=IOR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();