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Added to YB: 2019-01-16

Pitch date: 2019-01-16

SMTA [bullish]

Spirit MTA REIT

+59.1%

current return

Author Info

Clark Street Value is a special sits/event-driven investor. Sign up for the newsletter.

Company Info

Spirit MTA REIT (“SMTA”) is a net lease real estate investment trust (REIT) headquartered in Dallas, Texas.

Market Cap

$33.1M

Pitch Price

$0.48

Price Target

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

-0.33

EV/Sales

N/A

Sector

Retail REITs

Category

special_situation

Show full summary:
Spirit MTA REIT: ShopKo Files Chapter 11, Plan Accelerated

SMTA: Spirit MTA REIT sells MTA assets to HPT for $450M cash, remaining assets have $2.50-$3.00 upside potential. NAV estimated at $10.70/share; key components are $35M Shopko term loan, Academy Sports distribution center, & workout portfolio. Risks: deal timing, shareholder approval. Currently trades at $8.30.

Read full article (4 min)