Property Type Round-Up From REITWorld 2025

REITs are positioned for robust growth in 2026, driven by decelerating supply, disciplined capital allocation, and significant valuation discounts to NAV and private markets. Sector preferences favor Healthcare and Data Centers for durable growth, with Shopping Centers and select Residential REITs offering underappreciated upside and private capital interest. Strategic alternatives, buybacks, and targeted M&A are increasingly in focus, especially for deeply discounted names like CSR, WSR, COLD, and REXR.

Seeking Alpha • Feb 3, 2026

REIT Shorts Are Losing Their Lunch Money

Shorting REITs at December 2025 lows was a high-risk, poorly timed move, now likely facing squeezes as fundamentals remain stable. CSR, NTST, AKR, and COLD have high short interest, strong profitability, and no clear negative catalysts, making them prime short squeeze candidates. Shorts face significant carrying costs from high dividend yields and lack of downside catalysts, especially in stable, cash-flowing REITs.

Seeking Alpha • Jan 29, 2026

Americold Announces CFO Transition and Expanded Leadership Roles to Support Company's Growth Plan

Seasoned Real Estate Executive Chris Papa Appointed Chief Financial Officer Effective February 23, 2026; Company Reaffirms Full-Year 2025 AFFO Outlook ATLANTA, Jan. 26, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust, Inc. (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-added services, today announced that Christopher (“Chris”) Papa will join the Company as Executive Vice President and Chief Financial Officer, effective Monday, February 23, 2026. Papa is a highly regarded public-company finance leader with nearly 40 years of experience across real estate, accounting, tax, investor relations and corporate finance.

GlobeNewsWire • Jan 26, 2026

Americold Realty Trust, Inc. Announces 2025 Tax Treatment of Distributions

ATLANTA, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust, Inc. (NYSE: COLD) (the “Company” or “Americold”), a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition and development of temperature-controlled warehouses, today announced the 2025 tax treatment of the Company's common stock distributions, as described below. Shareholders are encouraged to consult with their personal tax advisors as to their specific tax treatment of the Company's distributions.

GlobeNewsWire • Jan 22, 2026

Americold Realty Trust, Inc. Sets Date for Fourth Quarter and Full Year 2025 Earnings Release and Conference Call

ATLANTA, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition and development of temperature-controlled warehouses, today announced that the Company will release fourth quarter and full year 2025 financial results before the market opens on Thursday, February 19, 2026. A conference call will be held on Thursday, February 19, 2026 at 8:00 a.m.

GlobeNewsWire • Jan 21, 2026

Americold Realty: A Mispriced Cyclical REIT Offering A Compelling Yield

Americold Realty: A Mispriced Cyclical REIT Offering A Compelling Yield

Seeking Alpha • Jan 20, 2026

Americold: Attractive Valuation, But Weak Fundamentals

Americold trades at a significant discount to sector medians but suffers from deteriorating financials and inconsistent growth. COLD's recent quarters saw revenue decline, margin contraction, and a quadrupled net loss, with continued weakness expected in its core warehouse segment. Dividend discount model suggests COLD is undervalued, but dividend sustainability is questionable without improved fundamentals.

Seeking Alpha • Jan 4, 2026

REIT Replay: REIT Indexes Grow Alongside Broader Market During Week Of Christmas

Indexes for US equity real estate investment trusts increased during the week of Christmas. The Dow Jones Equity All REIT index climbed 1.14% over the recent week, roughly in line with the 1.40% gain for the S&P 500 and 1.20% increase for the Dow Jones Industrial Average. Multifamily REIT Aimco recorded the largest share-price increase for the week among all US REITs with at least $200 million in market capitalization, up 6.76%.

Seeking Alpha • Dec 30, 2025

Lineage Vs. Americold: Why Tech Leadership Makes LINE The Superior REIT

Lineage (LINE) stands out as the cold storage industry leader, leveraging proprietary technology and geographic diversification to drive structural cost advantages over peers. LINE's LinOS platform is a significant competitive advantage, expected to boost margins and productivity, though rollout delays present near-term execution risk. Industry oversupply is being absorbed, with demand now outpacing new supply; LINE's 6% dividend yield is well covered and supported by a conservative payout ratio.

Seeking Alpha • Dec 29, 2025

Americold Partners With OTR to Deliver Storage & Distribution Services

COLD partners with OTR to provide storage and distribution in Adelaide, expanding its expertise into Australia's convenience retail sector.

Zacks Investment Research • Dec 24, 2025