3 REITs NCP expects to outperform - Americold Realty Trust, Inc.
2 months ago
Nugget Capital Partners
"COLD: Cold storage REIT down on new supply + tariff impact on import/export. Trading 35-50% below analyst NAVs at ~12% implied cap rate, 7% dividend yield. Trump-Xi soy talks + $10B farm bailout could boost demand. JPM/Vanguard adding positions. All analysts see sustainable dividend despite recent target cuts."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
3 REITs NCP expects to outperform - Americold Realty Trust, Inc.
Source:
Nugget Capital Partners
Published:
October 5, 2025
Idea Type:
Stock Idea