Professional
Added to YB: 2025-09-10
Pitch date: 2025-09-08
COLD [bullish]
Americold Realty Trust, Inc.
+6.26%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
Company Info
Americold is a global leader in temperature-controlled logistics real estate and value-added services.
Market Cap
$3.5B
Pitch Price
$13.07
Price Target
N/A
Dividend
7.47%
EV/EBITDA
13.82
P/E
-56.05
EV/Sales
2.99
Sector
Industrial REITs
Category
value
New US REIT positions - $COLD
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.
Read full article (5 min)