My REIT Dream Team (Part 2)

America's REIT Dream Team balances five SWAN Anchors with five higher-yield, higher-risk Buoys to optimize total return and diversification. Buoy picks - REXR, COLD, VICI, NLCP, and LADR - offer compelling catalysts: industrial scarcity, food infrastructure, gaming recovery, cannabis normalization, and disciplined capital allocation. REXR, COLD, VICI, NLCP, and LADR each present 20–30%+ total return potential but require careful position sizing due to elevated risk and sector-specific headwinds.

Seeking Alpha • Sep 6, 2026

Median Implied Cap Rate For U.S. Equity REITs Climbs Further In Q2 2026

The median implied capitalization rate for US equity real estate investment trusts increased 6 bps QoQ and 2 bps YoY to 7.8% in Q2, according to data compiled by S&P Global Market Intelligence. Hotel REITs posted the highest median implied cap rate among US equity REITs at 11.2%, maintaining their lead for another quarter. Office REITs followed, recording a median implied cap rate of 10.7%.

Seeking Alpha • Sep 2, 2026

Americold Successfully Closes $1.3 Billion North American Cold Storage Joint Venture with EQT

ATLANTA, Aug. 31, 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 the closing of its previously announced North American cold storage joint venture with EQT's Active Core Infrastructure fund (“EQT”). The joint venture owns a diverse portfolio of 12 temperature-controlled warehouse facilities across the United States, representing more than $1.3 billion of gross asset value.

GlobeNewsWire • Aug 31, 2026

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Americold Realty Trust, Inc. - COLD

NEW YORK, Aug. 27, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Americold Realty Trust, Inc. ("Americold" or the "Company") (NYSE: COLD). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext.

PRNewsWire • Aug 27, 2026

Americold Realty Trust, Inc. Declares Third Quarter 2026 Dividend

ATLANTA, Aug. 26, 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 its Board of Directors has declared a dividend of $0.23 per share for the third quarter of 2026, payable to holders of the Company's common stock. The dividend will be payable in cash on October 15, 2026 to stockholders of record at the close of business on September 30, 2026.

GlobeNewsWire • Aug 26, 2026

Losers Of REIT Earnings Season

Not Every REIT Joined The Recovery: Part 2 focuses on the relatively small group of laggards where company-specific credit, legal, refinancing, or asset-level issues overshadowed an otherwise very strong earnings. Weakness Was More Company-Specific Than Sector-Wide: Empire State Realty's Observatory shortfall, JBG Smith's adverse Wardman Tower ruling, Community Healthcare's dividend cut, and several troubled mortgage portfolios drove some individual downside. Mortgage Stress Hasn't Fully Cleared: Commercial mREIT book values fell nearly 5% on average as office, lab space, and multifamily credit problems persisted for some sponsors.

Seeking Alpha • Aug 17, 2026

Invest Like The Grave Dancer: 4 REITs Sam Zell Might Buy Today

Sam Zell's disciplined, contrarian approach to REIT investing emphasizes margin of safety, capital allocation, and distinguishing value from value traps. American Homes 4 Rent, Equity LifeStyle Properties, Americold Realty Trust, and Rexford Industrial Realty are highlighted as 'Grave Dancer' opportunities with misunderstood risks and catalysts. AMH and ELS benefit from regulatory barriers and demographic tailwinds, while COLD and REXR offer deep value due to cyclical or geographic headwinds and capital recycling strategies.

Seeking Alpha • Aug 9, 2026

Americold Realty Trust Q2 Earnings Call Highlights

Americold Realty Trust NYSE: COLD raised its full-year adjusted funds from operations outlook after reporting second-quarter performance that Chief Executive Officer Rob Chambers said exceeded expectations, citing improving occupancy, pricing and throughput trends across its temperature-controlled warehouse network.

MarketBeat • Aug 8, 2026

Americold Realty Trust, Inc. (COLD) Q2 2026 Earnings Call Transcript

Americold Realty Trust, Inc. (COLD) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 6, 2026

Americold Announces Second Quarter 2026 Results

Delivered $0.35 Adjusted FFO Per Share and Raises Full-Year Guidance Year-Over-Year Revenue and Occupancy Growth Reflect Continued Industry Stabilization Advanced Strategic Joint Venture to Strengthen Balance Sheet and Enhance Financial Flexibility ATLANTA, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust, Inc. (NYSE: COLD) (the “Company”), a global leader in temperature-controlled logistics, ensuring safe, efficient food movement worldwide, today announced financial and operating results for the second quarter ended June 30, 2026. "Americold delivered another quarter of strong results, with Adjusted FFO of $0.35 per share exceeding our expectations and total revenues increasing year-over-year.

GlobeNewsWire • Aug 6, 2026