Added to YB: 2026-04-24
Pitch date: 2026-02-23
PSTL [bullish]
Postal Realty Trust, Inc.
+11.25%
current return
Author Info
No bio for this author
Company Info
Postal Realty Trust, Inc. is a proven leader in acquiring and managing US Postal Service properties as the largest owner of USPS facilities nationally.
Market Cap
$588.5M
Pitch Price
$19.55
Price Target
N/A
Dividend
4.58%
EV/EBITDA
18.83
P/E
45.34
EV/Sales
10.68
Sector
Office REITs
Category
growth
Postal Realty Trust, Inc. - $PSTL
PSTL: Only public REIT focused on USPS-leased properties, rolling up 23K leased stores from 17K small landlords. Acquired 216 properties for $123M at 7.7% cap rate in 2024 (+20% asset growth YoY). 99.8% occupied, 4yr avg lease terms w/ 3% escalators, converting to 10yr leases. 14x FFO, 5.2% yield. 7-8% cap rate vs 4.4% borrow cost = 11-14% ROE. Expect MSD-HSD FFO growth + 5% yield = 10%+ returns.
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