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Strategies & Market Trends : Value Investing

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E_K_S
To: E_K_S who wrote (77726)7/8/2025 9:39:43 AM
From: Grommit1 Recommendation   of 78464
 
Industrial. The PLYM rent increases seem to be typical, but a good sign (see clips). I passed on PLYM previously due to small mkt cap and high debt. High debt likely reflected in PLYM's decent valuation -- low P/FFO. So maybe a fair price now. I'll just watch for now. Thanks for info.

debt / mkt cap:
PLYM 1.0
LXP & STAG 0.5
EGP 0.2

>EGP Q1 Rental Rates on New and Renewal Leases Increased an Average of 46.9% on a Straight-Line Basis
>LXP Completed 101,000 square foot lease extension, increasing Cash Base Rent by 39%.
>STAG Commenced leases of 5.0 million square feet for Q1, resulting in a Cash Rent Change and Straight-Line Rent Change of 27.3% and 42.1%, respectively.
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