Added to YB: 2026-04-15
Pitch date: 2026-04-13
MDV [bullish]
Modiv Industrial, Inc.
+1.56%
current return
Author Info
Company Info
Modiv Industrial, Inc. is an internally managed REIT that is focused on single-tenant net-lease industrial manufacturing real estate.
Market Cap
$156.1M
Pitch Price
$15.34
Price Target
N/A
Dividend
7.93%
EV/EBITDA
12.90
P/E
-49.03
EV/Sales
9.39
Sector
Diversified REITs
Category
value
Modiv Industrial: 'Too F***ing Cheap'
MDV: Industrial manufacturing REIT at 32% discount to $22.20 NAV, 8% div yield on $12.8M AFFO. Portfolio upgraded: 14yr WALT (vs 6yr at 2022 IPO), 10x EBITDAR/rent coverage, 2.5% annual escalators, 100% fixed debt. CEO owns $2M stock, rejected 2 takeover offers, will initiate formal sale process if price stays low next 1-2yrs. Risk: illiquid micro-cap in unloved sector.
Read full article (5 min)