New US REIT positions - $COLD
3 months ago
Nugget Capital Partners
"COLD: Cold storage REIT down 48% vs XLRE due to new supply creating 5.4% vacancy (cyclical high) & Trump tariff headwinds on ag exports. Trading 11% implied cap rate vs 5.5-6% private market norm, ~$165/sf vs $300-375 rebuild cost. Smart money adding positions. Structural growth from e-grocery, pharma demand intact."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
New US REIT positions - $COLD
Source:
Nugget Capital Partners
Published:
September 8, 2025
Idea Type:
Stock Idea