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Private company

Retail Opportunity Investments Partnership, LP

American real estate investment trust based in San Diego, active since 20092

In its 2024 annual report the company says: “The Company specializes in the acquisition, ownership and management of necessity-based community and neighborhood shopping centers on the west coast of the United States, anchored by supermarkets and drugstores.”5

Last updated Oct 21, 2026.

Overview

  • IndustryReal Estate Investment Trusts2
  • HeadquartersSan Diego, United States2
  • Incorporated inDE3
  • Business address11250 El Camino Real, Suite 200, San Diego, Ca 921303
  • Filer categoryNon-accelerated filer3
  • Legal formLimited Partnership2
  • Kind of organizationLimited partnership2
  • LEI549300KH0PNTJK9NTE572
  • StatusActive2
  • LEI statusLapsed (not renewed)2
  • Registered addressc/o Corporation Service company, 19808 Wilmington, United States2
  • Registered withDivision of Corporations, Department of State, 47444932

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Retail Opportunity Investments Corp., a Maryland corporation (“ROIC”) commenced operations in October 2009 as a fully integrated, self-managed REIT. The Company specializes in the acquisition, ownership and management of necessity-based community and neighborhood shopping centers on the west coast of the United States, anchored by supermarkets and drugstores. As of December 31, 2023, the Company’s portfolio consisted of 95 properties (94 retail and one office) totaling approximately 10.7 million square feet of gross leasable area (“GLA”). The Company is organized in a traditional umbrella partnership real estate investment trust (“UpREIT”) format pursuant to which Retail Opportunity Investments GP, LLC, its wholly-owned subsidiary, serves as the sole general partner of, and ROIC conducts substantially all of its business through, its operating partnership, Retail Opportunity Investments …5 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2016

32.5%Operating margin6
13.8%Net margin6
23.1%Revenue growth, 20166
2.8%Return on equity6
0.25×Debt to equity6

Where the money goes

Where each dollar of revenue went, fiscal 2016

  • Other costs69¢$163.7M
  • Interest17¢$40.7M
  • Profit14¢$32.8M

Out of $237.2M in revenue.6

Where each dollar of operating cash went, fiscal 2016

  • Dividends paid66¢$75.7M
  • Share buybacks1¢$1.4M
  • Kept or used elsewhere33¢$37.6M

Out of $114.7M of cash from operations.6

Financial statements

Revenue6$237.2M in 2016+52% since 2014
0$100.0M$200.0M$300.0M2014: $155.9M$155.9M20142015: $192.7M$192.7M2015+24%2016: $237.2M$237.2M2016+23%
Operating income6$77.2M in 2016+76% since 2014
0$20.0M$40.0M$60.0M$80.0M2014: $43.8M$43.8M20142015: $59.3M$59.3M2015+36%2016: $77.2M$77.2M2016+30%
Net income6$32.8M in 2016+61% since 2014
0$10.0M$20.0M$30.0M$40.0M2014: $20.3M$20.3M20142015: $23.9M$23.9M2015+18%2016: $32.8M$32.8M2016+37%
Fiscal year201420152016
Revenue$155.9M6$192.7M6$237.2M6
Operating income$43.8M6$59.3M6$77.2M6
Interest$27.6M6$34.2M6$40.7M6
Net income$20.3M6$23.9M6$32.8M6

Compare Retail Opportunity Investments Partnership, LP with another company

Corporate structure

Retail Opportunity Investments Partnership, LP sits at the top of its group. 29 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

  • Retail Opportunity Investments Partnership, LP San Diego, California, United States
    • Retail Opportunity Investments GP, LLC Subsidiary · Delaware, United States
    • ROIC Bouquet Center, LLC Subsidiary · Delaware, United States
    • ROIC California, LLC Subsidiary · Delaware, United States
    • ROIC Creekside Plaza, LLC Subsidiary · Delaware, United States
    • ROIC Crossroads GP, LLC Subsidiary · Delaware, United States
    • ROIC Crossroads LP, LLC Subsidiary · Delaware, United States
    • ROIC Cypress West, LLC Subsidiary · Delaware, United States
    • ROIC DBTC, LLC Subsidiary · Delaware, United States
    • ROIC Diamond Hills Plaza, LLC Subsidiary · Delaware, United States
    • ROIC Four Corner Square, LLC Subsidiary · Delaware, United States
    • ROIC Fullerton Crossroads, LLC Subsidiary · Delaware, United States
    • ROIC Hillsboro, LLC Subsidiary · Delaware, United States
    • ROIC IGAP, LLC Subsidiary · Delaware, United States
    • ROIC Monterey, LLC Subsidiary · Delaware, United States
    • ROIC Oregon, LLC Subsidiary · Delaware, United States
    • ROIC Paramount Plaza, LLC Subsidiary · Delaware, United States
    • ROIC Park Oaks, LLC Subsidiary · Delaware, United States
    • ROIC Pinole Vista, LLC Subsidiary · Delaware, United States
    • ROIC Redondo Beach Plaza, LLC Subsidiary · Delaware, United States
    • ROIC Robinwood, LLC Subsidiary · Delaware, United States
    • ROIC Santa Ana, LLC Subsidiary · Delaware, United States
    • ROIC TUO, LLC Subsidiary · Delaware, United States
    • ROIC Warner Plaza, LLC Subsidiary · Delaware, United States
    • ROIC Washington, LLC Subsidiary · Delaware, United States
    • SARM Five Points Plaza, LLC Subsidiary · Washington, United States
    • and 3 more

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC. Each entity in the chart links to its source.

What it owns

What Retail Opportunity Investments Partnership, LP reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Land$766.2M6 Dec 31, 2016$669.3M6 Dec 31, 2015+14.5%
Buildings and improvements$1.9B6 Dec 31, 2016$1.6B6 Dec 31, 2015+18.0%

Real estate and locations

ItemLatestA year beforeChange
Real estate investments, net$2.5B6 Dec 31, 2016$2.2B6 Dec 31, 2015+15.3%
Real estate accumulated depreciation$193.0M6 Dec 31, 2016$134.3M6 Dec 31, 2015+43.7%
Area of real estate1.3 million sq ft6 Dec 31, 2015

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$13.1M6 Dec 31, 2016$8.8M6 Dec 31, 2015+48.4%

Intangibles and goodwill

ItemLatestA year beforeChange
Finite-lived intangibles, net$79.2M6 Dec 31, 2016$66.9M6 Dec 31, 2015+18.3%

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

  • ROIC Bouquet Center, LLC Delaware4
  • ROIC California, LLC Delaware4
  • ROIC Creekside Plaza, LLC Delaware4
  • ROIC Crossroads GP, LLC Delaware4
  • ROIC Crossroads LP, LLC Delaware4
  • ROIC Cypress West, LLC Delaware4
  • ROIC DBTC, LLC Delaware4
  • ROIC Diamond Hills Plaza, LLC Delaware4
  • ROIC Four Corner Square, LLC Delaware4
  • ROIC Fullerton Crossroads, LLC Delaware4
  • ROIC Hillsboro, LLC Delaware4
  • ROIC IGAP, LLC Delaware4
  • ROIC Monterey, LLC Delaware4
  • ROIC Oregon, LLC Delaware4
  • ROIC Paramount Plaza, LLC Delaware4
  • ROIC Park Oaks, LLC Delaware4
  • ROIC Pinole Vista, LLC Delaware4
  • ROIC Redondo Beach Plaza, LLC Delaware4
  • ROIC Robinwood, LLC Delaware4
  • ROIC Santa Ana, LLC Delaware4
  • ROIC TUO, LLC Delaware4
  • ROIC Warner Plaza, LLC Delaware4
  • ROIC Washington, LLC Delaware4
  • Retail Opportunity Investments GP, LLC Delaware4
All 29 listed subsidiaries
  • Retail Opportunity Investments Partnership, LP Delaware4
  • SARM Five Points Plaza, LLC Washington4
  • Sunhill Properties, LLC California4
  • Terranomics Crossroads Associates, LP California4
  • Uhlmann-Burbank, LLC California4

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Timeline

  1. Feb 12, 20258-K Ended a material agreement; Completed an acquisition or sale; Listing notice or transfer7
  2. Feb 7, 20258-K Shareholder vote; Other events8
  3. Jan 30, 20258-K Other events9
  4. Dec 27, 20248-K Executive or director change10
  5. Nov 7, 20248-K Entered a material agreement; Bylaws or fiscal year changed11
  6. Nov 6, 20248-K Regulation FD disclosure12
  7. Oct 22, 20248-K Results of operations13
  8. Jul 23, 20248-K Results of operations14
  9. Apr 25, 20248-K Shareholder vote15
  10. Apr 23, 20248-K Results of operations16
  11. Feb 14, 20248-K Results of operations17
  12. Oct 24, 20238-K Results of operations18
  13. Oct 21, 2009Founded Retail Opportunity Investments Partnership, LP is founded2

Calendar

When it reported results

  1. Oct 22, 2024Reported quarterly or annual results13
  2. Jul 23, 2024Reported quarterly or annual results14
  3. Apr 23, 2024Reported quarterly or annual results16
  4. Feb 14, 2024Reported quarterly or annual results17
  5. Oct 24, 2023Reported quarterly or annual results18
  6. Jul 25, 2023Reported quarterly or annual results19
  7. Apr 25, 2023Reported quarterly or annual results20
  8. Feb 15, 2023Reported quarterly or annual results21

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

46 filings to the SEC since October 2021: 3 annual reports, 10 quarterly reports, 32 major events, 1 other. The latest 20:

  1. Feb 12, 202515-15D EDGAR
  2. Feb 12, 20258-K EDGAR
  3. Feb 7, 20258-K EDGAR
  4. Jan 30, 20258-K EDGAR
  5. Dec 27, 20248-K EDGAR
  6. Nov 7, 20248-K EDGAR
  7. Nov 6, 20248-K EDGAR
  8. Oct 23, 202410-Q EDGAR
  9. Oct 22, 20248-K EDGAR
  10. Jul 24, 202410-Q EDGAR
  11. Jul 23, 20248-K EDGAR
  12. Apr 25, 20248-K EDGAR
  13. Apr 24, 202410-Q EDGAR
  14. Apr 23, 20248-K EDGAR
  15. Feb 15, 202410-K EDGAR
  16. Feb 14, 20248-K EDGAR
  17. Oct 25, 202310-Q EDGAR
  18. Oct 24, 20238-K EDGAR
  19. Sep 21, 20238-K EDGAR
  20. Sep 20, 20238-K EDGAR

The 46 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

SEC filer profile

How Retail Opportunity Investments Partnership, LP is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARRetail Opportunity Investments Partnership, LP1
  • CIK0001577230
  • Employer ID (EIN)27-15327411
  • Filer statusNon-accelerated filer1
  • Incorporated inDelaware1
  • Fiscal year endsDecember 311
  • Industry code (SIC)6798 Real Estate Investment Trusts1
  • SEC reviewing officeOffice of Real Estate & Construction, Division of Corporation Finance1
  • Business address11250 El Camino Real, Suite 200, San Diego, CA 921301
  • Phone(858) 677-09001
  • Shares outstanding0 as of Jul 21, 201722
  • Public float$0 as of Jun 30, 20166
  • On EDGAR sinceJun 3, 20131
  • Filings208 in all: 8-K (114), 10-Q (35), 424B5 (18), 10-K (11), 8-K/A (10), POSASR (4), S-3ASR (4), UPLOAD (4)1
    All 12 form types

    DEFA14A (3), FWP (3), 15-15D (1), CORRESP (1)

  • Latest filingsAnnual report (10-K) Feb 15, 2024
    Quarterly report (10-Q) Oct 23, 2024
    Latest 8-K (8-K) Feb 12, 2025

Sources

The numbers on this page point here. Each one links to the record it came from.

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    SEC EDGAROther events
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