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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (77726)	7/8/2025 9:39:43 AM
From: Grommit	1 Recommendation Recommended By E_K_S Respond to 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.