What is Industrial Logistics Properties Trust worth?
With the base-case assumptions below, a discounted cash flow model on Industrial Logistics Properties Trust's reported free cash flow gives -$50.91 per share. The share price was $7.37 on September 25, 2026, 114% below that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | -2.0% | 10.0% | -$54.87 | -844% |
| Base | 3.0% | 9.0% | -$50.91 | -791% |
| Bull | 8.0% | 8.0% | -$43.51 | -690% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | -$48.11 | -$47.26 | -$46.23 | -$44.94 | -$43.27 |
| 8.0% | -$50.19 | -$49.64 | -$48.99 | -$48.22 | -$47.26 |
| 9.0% | -$51.72 | -$51.34 | -$50.91 | -$50.40 | -$49.81 |
| 10.0% | -$52.88 | -$52.61 | -$52.31 | -$51.96 | -$51.56 |
| 11.0% | -$53.80 | -$53.60 | -$53.38 | -$53.14 | -$52.86 |
Where the presets come from
Base: years 1 to 5 grow at Industrial Logistics Properties Trust's revenue growth rate over the last 2 fiscal years (3.0% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions