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| Date | Value |
|---|---|
| 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% |