SAVE THE DATES: We are excited to be rolling out in-depth coverage of two new names and will be holding Black Book presentations post-Labor Day in September: (1) AMERCO (UHAL), which is the parent company of U-haul moving/self-storage and AMERCO Real Estate Company, will be held on Tuesday, September 7th; and (2) Americold Realty Trust (COLD), a unique warehouse REIT which owns and operates temperature-controlled warehouses, will be held on Tuesday, September 28th. Despite not technically being a REIT, we are going to present in-depth work on UHAL given (1) significant in-bound client interest and (2) its large self-storage footprint in the U.S./place alongside the five dedicated publicly-traded REITs. Americold is a unique animal in the warehouse/logistics space, and just recently has moved from consensus long to more controversial.
More details to follow as we approach those dates.
Please call or e-mail with any questions.
Rob Simone, CFA
Managing Director
Twitter: @HedgeyeREITs
Cell:
