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Cold storage is a complex, capital-intensive real estate niche with strong long-term demand, but recent oversupply and market headwinds have pressured REIT valuations. COLD and LINE are the two largest cold storage REITs, with COLD offering a more traditional, conservative business model and LINE focusing on tech-driven, aggressive growth. Despite both facing industry challenges, COLD's establi...
Cold storage REITs like Americold Realty Trust, Inc. and Lineage, Inc. are undervalued, offering attractive entry points for value investors. COLD and LINE dominate the fragmented cold storage sector, benefiting from scale, mission-critical assets, and strong customer demand tied to essential food supply chains. Both REITs have well-covered dividends, solid growth prospects, and are trading at ...
ATLANTA, GA., June 02, 2025 (GLOBE NEWSWIRE) -- Americold, a global leader in temperature-controlled storage, logistics and facilities solutions, and value-added services, today announced a series of executive leadership appointments.
Americold's unique, hard-to-replicate cold storage portfolio positions it well for long-term structural growth in food and logistics trends. Recent overexpansion has led to excess capacity and near-term financial headwinds, but I expect this will be absorbed over time. Tariff risks have pressured shares and guidance, yet current valuations (11.5x Fwd P/AFFO) offer a significant discount to the ...
ATLANTA, GA., May 29, 2025 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics, real estate and value-added services, today breaks ground in Port Saint John, New Brunswick, on its first import-export hub to be built in Canada.
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