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Strategies & Market Trends : Value Investing

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E_K_S

To: E_K_S who wrote (77644)	6/7/2025 6:59:40 PM
From: Grommit	1 Recommendation Read Replies (1) of 78478

COLD. I passed on this in January. Since January they lowered 2025 FFO by 10 cents, stock price down 20%, dividend up 5%. I took a closer look. The company is not a simple REIT. It does more than lease cold storage buildings. Lease are < 40% of total revenue. The business is mainly logistics, transportation, warehouse activities like repackaging -- all kinds of "value added" activities. They are world-wide but do not detail the split. This is an "operating business" and not a building leasing reit. :o( However, they are large mkt cap, dominant mkt share, decent debt level, nice valuation, good list of customers, fair dividend. I am considering buying a small amount. >>> Americold Realty Trust is structured as a REIT. This means they primarily generate revenue from owning and operating real estate (their warehouses)

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