Income Opportunity Realty Investors (IOR) Tax Rate (2010 - 2026)

Income Opportunity Realty Investors (IOR) recorded quarterly Tax Rate of 21.03% in Q1 2026, little changed on a QoQ basis from 21.04% in Q4 2025, and up 3.0% year-over-year from 20.42% in Q1 2025.

Income Opportunity Realty Investors (IOR) Tax Rate (2010 - 2026) Analysis & Trends

Income Opportunity Realty Investors has disclosed Tax Rate across 15 years of filings, most recently posting 21.03% for Q1 2026.

  • Quarterly Tax Rate rose 3.0% year-over-year to 21.03% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 21.01% (up 1.0% YoY) and the FY2025 annual result came in at 21.01%, up 1.0% from the prior year.
  • Tax Rate was little changed at 21.03% in Q1 2026, from 21.04% in the prior quarter.
  • Over five years, Tax Rate peaked at 23.92% in Q4 2022 and troughed at 14.1% in Q4 2023.
  • A 5-year average of 20.58% and a median of 21.0% in 2025 frame the typical range for Tax Rate.
  • Annual changes were most pronounced in 2023 — Tax Rate plunged 982 bps — and 2024, when it surged 685 bps.
  • Tracing IOR's Tax Rate over 5 years: stood at 23.92% in 2022, then tumbled by 41 bps to 14.1% in 2023, then jumped by 49 bps to 20.95% in 2024, then gained by 0 bps to 21.04% in 2025, then fell by 0 bps to 21.03% in 2026.
  • Business Quant data shows IOR's Tax Rate at 21.03% in Q1 2026, 21.04% in Q4 2025, and 21.0% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Rocket Companies 34.85 Bn 32.16 Bn - 25.75%
2 PennyMac Financial Services 4.14 Bn 3.65 Bn 523.89 Mn 21.37%
3 Walker & Dunlop 1.73 Bn 1.55 Bn - 30.91%
4 UWM Holdings 743.45 Mn 1.57 Bn - 4.01%
5 Velocity Financial 668.42 Mn 583.96 Mn - 27.78%
6 CNFinance Holdings 591.78 Mn 542.97 Mn - -
7 Better Home & Finance Holding 419.52 Mn 349.24 Mn - 3.08%
8 Onity 306.24 Mn 306.24 Mn - 3.80%
9 loanDepot 209.70 Mn -4.79 Mn - 0.31%
10 Income Opportunity Realty Investors 71.16 Mn 71.16 Mn - 21.03%

Historic Data

Download Data
DateValue
Mar 31, 2026 21.03%
Mar 31, 2026 21.03%
Dec 31, 2025 21.04%
Dec 31, 2025 21.04%
Sep 30, 2025 21.00%
Sep 30, 2025 21.00%
Jun 30, 2025 20.99%
Jun 30, 2025 20.99%
Mar 31, 2025 21.01%
Mar 31, 2025 21.01%
Dec 31, 2024 20.95%
Dec 31, 2024 20.95%
Sep 30, 2024 21.03%
Sep 30, 2024 21.03%
Jun 30, 2024 21.01%
Jun 30, 2024 21.01%
Mar 31, 2024 20.99%
Mar 31, 2024 20.99%
Dec 31, 2023 14.10%
Dec 31, 2023 14.10%