Professional
Added to YB: 2025-09-10
Pitch date: 2025-09-08
COLD [bullish]
Americold Realty Trust, Inc.
+12.73%
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
Americold Realty Trust, Inc. is a global leader in temperature-controlled logistics and real estate, supporting the safe, efficient movement of food worldwide.
Market Cap
$4.3B
Pitch Price
$12.81
Price Target
N/A
Dividend
6.17%
EV/EBITDA
15.48
P/E
-38.16
EV/Sales
3.38
Sector
Industrial REITs
Category
value
New US REIT positions - $COLD
COLD: Cold storage REIT down 48% vs XLRE due to new supply creating 5.4% vacancy (cyclical high) & Trump tariff headwinds on ag exports. Trading 11% implied cap rate vs 5.5-6% private market norm, ~$165/sf vs $300-375 rebuild cost. Smart money adding positions. Structural growth from e-grocery, pharma demand intact.
Read full article (5 min)