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Added to YB: 2025-08-13

Pitch date: 2025-08-11

NXR-UN.TO [neutral]

Nexus Industrial REIT

+8.41%

current return

Author Info

Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.

Company Info

Nexus Industrial REIT is an unincorporated, open-ended real estate investment trust governed by the laws of the Province of Ontario pursuant to an amended and restated declaration of trust dated March 7, 2022.

Market Cap

CAD 578.9M

Pitch Price

CAD 7.28

Price Target

N/A

Dividend

N/A

EV/EBITDA

17.03

P/E

N/A

EV/Sales

12.00

Sector

Industrial REITs

Category

special_situation

Show full summary:
Elevator thoughts on NCP's REITs - Nexus Industrial REIT

NXR-UN.TO (holding update): Pure-play Canadian industrial REIT executing well with strong leasing spreads despite Peavey Mart bankruptcies. Sold non-industrial assets, seeks credit rating. Potential catalysts: Trump trade war resolution, H&R REIT/Blackstone deal, possible distribution cut from current high yield. Insiders buying despite YTD sluggishness.

Read full article (2 min)