Added to YB: 2026-03-31
Pitch date: 2026-03-27
MDV [bullish]
Modiv Industrial, Inc.
+0.98%
current return
Author Info
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Company Info
Modiv Industrial, Inc. is an internally managed REIT that is focused on single-tenant net-lease industrial manufacturing real estate.
Market Cap
$145.7M
Pitch Price
$14.12
Price Target
22.19 (+57%)
Dividend
8.50%
EV/EBITDA
12.60
P/E
-45.76
EV/Sales
9.17
Sector
Diversified REITs
Category
dividend
Modiv Industrial, Inc. - $MDV
MDV: REIT focused on critical industrial/aerospace properties. CEO pledged to close gap between NAV ($22.19/share) & share price within 24 months or sell company. Recycling capital from office to industrial, improving AFFO. 8.4% yield, 2025 distributions are ROC (tax-deferred). 15% NAV discount + $1 value creation = $19.96 exit, implying 27% IRR over 2yrs.
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