STAG - STAG Industrial: Q1 2024 Results Should Make Bulls More Bullish

2024-05-01 09:15:19 ET

Summary

• STAG Industrial is the only pure-play industrial REIT in my portfolio and has become one of my largest allocations since the publication of the bull thesis in mid-March 2024.
• Since then, while the stock price has dropped in a coordinated fashion with the broader REIT market, the underlying fundamentals have continued to improve.
• In this article, I elaborate on the key dynamics stemming from Q1 2024 and comment on why I have decided to keep increasing my position in STAG.

Mid-March this year, I wrote a fairly bullish article on STAG Industrial, Inc. ( STAG ) , which is the only pure-play industrial REIT in my portfolio. Since the publication of the article, I have increased my position in STAG several times, making this REIT one of the largest allocations in my overall portfolio....

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