- One Liberty has improved its portfolio over the past several years as it holds a growing proportion of industrial properties.
- Discount to peer REITs and net asset value creates capital appreciation potential for the stock.
- Multiple expansion will decrease the cost of capital, allowing for more accretive property acquisitions.
- Management owns a large portion of shares outstanding.
- Concerns center around lack of investor outreach, occupancy declines, dividend coverage, and tenant concentration.
For further details see:
One Liberty Properties: Improving Portfolio And Attractive Valuation Providing A 8.9% Dividend Yield