Added to YB: 2026-08-21
Pitch date: 2026-08-18
ILPT [neutral]
Industrial Logistics Properties Trust
-1.77%
current return
Author Info
No bio for this author
Company Info
Industrial Logistics Properties Trust is a real estate investment trust focused on owning and leasing high quality industrial and logistics properties.
Market Cap
$560.0M
Pitch Price
$8.49
Price Target
N/A
Dividend
4.77%
EV/EBITDA
14.93
P/E
-11.74
EV/Sales
10.96
Sector
Industrial REITs
Category
dividend
Real Assets, Real Value | Performance Review: H1 2026 - $ILPT
ILPT (holding update): Industrial REIT, -1% total return since June 2026 write-up ($9.00 vs $8.87). Strong leasing filled two major vacancies ahead of schedule, boosting FFO guidance & doubling dividend to $0.40/yr (30% payout). Expects 1-2 more hikes toward 60-80% payout to drive re-rating. Brookfield/CPPIB LXP take-private (5.7% cap, $90 PSF) supports NAV vs ILPT's 7.0% cap, $85 PSF mainland estimate.
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