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PLYM - The Dark Side Of REITs: Challenged Sectors Overleveraged And Conflicted Management
Plymouth Industrial REIT Inc.
The recent market crash has created generational buying opportunities in the REIT market. Many companies that commonly trade at 3%-4% yields are now offered at 6%-8% yields and have up to 100% of upside potential in a future recovery.
We believe this is a clear case of market "short termism."
REITs should be valued based on decades of cash flow, and yet, most are down by 30%-60% because of a few quarters of poor expected results. As we discuss in a recent article, this extreme repricing does not make sense to us