Professional
Added to YB: 2026-02-25
Pitch date: 2026-02-23
LINE [neutral]
Lineage, Inc.
+2.98%
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
Lineage, Inc. is the world’s largest global temperature-controlled warehouse REIT with a network of over 485 strategically located facilities totaling approximately 88 million square feet and approximately 3.
Market Cap
$8.7B
Pitch Price
$36.96
Price Target
N/A
Dividend
5.51%
EV/EBITDA
14.28
P/E
-48.23
EV/Sales
3.34
Sector
Industrial REITs
Category
value
Sticking with what's hated: REITs - Lineage, Inc.
LINE (update): World's largest cold storage REIT lost growth multiple from 26x to 13x AFFO due to Covid-era oversupply now hitting market. Trading <0.5x replacement cost. Competitor Americold Q4 beat +14%, in sale process may establish NAV floor. Trump tariff relief could boost Q4 after mgmt cited tariffs 14x as headwind. LinOS automation program targets $110M annual savings starting next year.
Read full article (2 min)