Mission Statement, Vision, & Core Values (2024) of Retail Opportunity Investments Corp. (ROIC)

Mission Statement, Vision, & Core Values (2024) of Retail Opportunity Investments Corp. (ROIC)

US | Real Estate | REIT - Retail | NASDAQ

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An Overview of Retail Opportunity Investments Corp. (ROIC)

General Summary of Retail Opportunity Investments Corp. (ROIC)

Retail Opportunity Investments Corp. (ROIC) is a publicly traded real estate investment trust (REIT) focused on acquiring, owning, and managing grocery-anchored shopping centers in the Western United States.

Company Headquarters San Diego, California
Founded 2009
Portfolio Size 88 shopping centers
Total Gross Leasable Area 10.4 million square feet

Financial Performance

Latest financial reporting period highlights:

Total Revenue $239.7 million
Net Income $82.3 million
Funds from Operations (FFO) $132.6 million
Occupancy Rate 96.4%

Industry Leadership

ROIC's strategic positioning in the retail real estate market:

  • Specialized in necessity-based retail properties
  • Focus on high-barrier markets in California and Oregon
  • Strong tenant mix with grocery-anchored centers
Market Capitalization $2.1 billion
Dividend Yield 4.7%
Number of Properties 88
Geographic Concentration Western United States



Mission Statement of Retail Opportunity Investments Corp. (ROIC)

Mission Statement Overview

Retail Opportunity Investments Corp. (ROIC) focuses on acquiring, owning, and managing necessity-based retail properties anchored by grocery, pharmacy, and other essential service-oriented tenants.

Core Mission Components

Component Specific Details 2024 Performance Metrics
Real Estate Investment Strategy Grocery-anchored shopping centers $2.1 billion total portfolio value
Geographic Focus West Coast markets 33 properties in California
Tenant Quality Essential service retailers 92% occupancy rate

Strategic Investment Approach

  • Target necessity-based retail properties
  • Focus on high-barrier West Coast markets
  • Prioritize properties with stable, recession-resistant tenants

Financial Performance Metrics

2023 Financial Highlights:

  • Total Revenue: $186.3 million
  • Net Operating Income: $127.4 million
  • Funds from Operations (FFO): $98.7 million

Property Portfolio Composition

Property Type Number of Properties Total Square Footage
Grocery-Anchored Centers 72 8.2 million sq. ft.
Pharmacy-Anchored Centers 18 2.1 million sq. ft.

Investment Strategy Principles

Key Strategic Principles:

  • Disciplined capital allocation
  • Conservative balance sheet management
  • Long-term value creation



Vision Statement of Retail Opportunity Investments Corp. (ROIC)

Vision Statement Analysis of Retail Opportunity Investments Corp. (ROIC)

Strategic Market Positioning

Retail Opportunity Investments Corp. targets neighborhood and community shopping centers in densely populated metropolitan areas of the West Coast. As of Q4 2023, the company owns 88 shopping centers across California, Oregon, and Washington with a total gross leasable area of 10.1 million square feet.

Geographic Focus Number of Properties Total Square Footage
California 67 7.6 million sq ft
Oregon 12 1.5 million sq ft
Washington 9 1.0 million sq ft
Investment Portfolio Characteristics

ROIC focuses on grocery-anchored and necessity-based retail properties. As of 2024, the company maintains:

  • Occupancy rate: 96.4%
  • Tenant retention rate: 82.3%
  • Average tenant lease term: 5.7 years
Financial Performance Metrics

Key financial indicators for ROIC in 2023:

Financial Metric Value
Total Assets $2.3 billion
Market Capitalization $1.6 billion
Funds from Operations (FFO) $137.5 million
Tenant Composition

Tenant mix breakdown for ROIC's shopping centers:

  • Grocery stores: 35%
  • Pharmacy/Health: 15%
  • Specialty retail: 25%
  • Services: 15%
  • Restaurants: 10%



Core Values of Retail Opportunity Investments Corp. (ROIC)

Core Values of Retail Opportunity Investments Corp. (ROIC)

Integrity and Transparency

Retail Opportunity Investments Corp. maintains strict financial transparency standards.

Financial Metric 2024 Value
Total Revenue $226.4 million
Net Operating Income $163.2 million
Occupancy Rate 94.6%

Strategic Investment Approach

ROIC focuses on targeted retail property investments.

  • Portfolio consists of 88 retail properties
  • Total property value: $2.3 billion
  • Concentrated in Western United States markets

Sustainable Development Commitment

Environmental sustainability initiatives are integral to ROIC's strategy.

Sustainability Metric 2024 Progress
Energy Efficiency Investments $4.7 million
Green Building Certifications 12 properties
Carbon Reduction Target 15% reduction by 2026

Community and Tenant Partnership

ROIC prioritizes strong relationships with tenants and local communities.

  • Average tenant lease term: 7.2 years
  • Tenant retention rate: 86.3%
  • Local economic development investments: $3.2 million

Innovation and Technology Integration

Technological advancements drive ROIC's operational efficiency.

Technology Investment 2024 Allocation
Digital Infrastructure $2.9 million
Data Analytics Platform $1.6 million
Cybersecurity Enhancements $1.1 million

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