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Added to YB: 2024-01-09

Pitch date: 2024-01-09

NLOP [bullish]

Net Lease Office Properties

+82.83%

current return

Author Info

Kingdom Capital Advisors believes the stock market inefficiently prices securities; therefore, we seek to identify dislocations between price and intrinsic value. To this end, small and microcap stocks are least followed by wall street analysts and often present the greatest opportunities for generating superior returns. Sign up for the newsletter.

Company Info

Net Lease Office Properties (NYSE: NLOP) is a publicly traded real estate investment trust with a portfolio of 37 high-quality office properties, totaling approximately 5.

Market Cap

$293.3M

Pitch Price

$7.18

Price Target

N/A

Dividend

N/A

EV/EBITDA

3.11

P/E

-1.62

EV/Sales

2.64

Sector

Office REITs

Category

special_situation

Show full summary:
Kingdom Capital new position: $NLOP

$NLOP: Carey's office REIT spin trading below fire-sale NAV despite 97% occ, mostly IG tenants (FedEx 2nd biggest), and favorable lease/vacancy resolutions. Mispriced given small/taxable deal structure. Upside as properties liquidated.

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