EVENT REMINDER | IRM/Logistics REITs Black Book

07/12/21 09:56AM EDT

Just a reminder that we will be holding our Black Book presentation on Best Idea Long IRM and the Logistics REITs today, 7/12 at 12:30pm ET.  We will be focusing on the reasons why we think the short thesis on IRM is falling apart, and how the unwind of a still-elevated ~12% interest on a stock with a safe 5.7% dividend yield will drive shares higher. Additionally we will discuss thoughts on the macro backdrop for the sector and a framework for thinking about bellwether Prologis (PLD) which we have on our Long Bench.  

REITs Subscribers CLICK HERE for event details (includes video, dial-in and materials link).

Please call or e-mail with any questions.

Rob Simone, CFA
Managing Director
Twitter: @HedgeyeREITs
Cell:

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.