2020 23:52

REITs

Zikka13 180º
em 13/05/20 23:36

comentada em 13/05/2020 23:52

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1 - Americold is the largest global and U.S.-based real estate investment trust (REIT) focused on the ownership, operation, development and acquisition of temperature-controlled warehouses.

2 - Lineage Logistics is having over 100 Facilities, over 600 Million cubic feet space and 6 consolidated hubs strategically located across the U.S.

3 - Emergent Cold is market leader in Australia with capacity for 300,000+ pallets in 75+ million cubic feet of temperature-controlled space. In early 2018,Swire Cold Storage, has sold its entire business, including 15 warehouses to Emergent.

4 - Preferred Freezer Services have over 300 million cubic feet of warehouse space from coast-to-coast. Company also have international presence in both China and Vietnam.

5 - AGRO Merchants is having 7.5 million cubic meters (264 million cubic feet) of temperature-controlled space and 1 million pallets of storage capacity.

6 - Nichirei is Japan’s largest temperature-controlled company, having storage capacity and facilities customized for every region.

7 - Kloosterboer has storage capacity of more than 4,700,000 m3 and an annual throughput capacity of more than 3,500,000 tonnes of food products.

8 - NewCold offers Integrated Transport and Distribution Solutions. NewCold is building a European network of large scale cold stores to serve top frozen food producing companies over the country borders.

9 - VersaCold operates 31 distribution centres across Canada, with a combined storage capacity of 118 million cubic feet. All facilities meet HACCP requirements and have on-site CFIA offices and inspection rooms.

10 - Interstate Warehousing is having locations in Anderson, IN · Chicago (Joliet), IL · Cincinnati (Hamilton), OH · Denver, CO · Franklin, IN · Indianapolis, IN · Nashville (Murfreesboro), TN · Newport News, VA

https://www.marketresearchreports.com/blog/2018/12/19/world’s-top-10-temperature-controlled-cold-chain-warehousing-and-transportation

The global cold chain logistics market size was valued at $159,988.1 million in 2018 and is projected to reach $585,105.6 million by 2026, registering a CAGR of 17.9% from 2019 to 2026.

Cold Chain Logistics Market Statistics, Growth Analysis | Forecast- 2026

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Zikka13 180º
em 13/05/2020 23:42

Confesso que conhecia o AmeriCold "de vista"..mas não imaginava que esse segmento era gigantesco assim!!

Ou na verdade..só o AmeriCold é REIT?!

Ajuda aí pow!

Cold Chain REIT - Market - #1 de 2

Zikka13 180º
em 13/05/2020 23:52

Americold Realty Trust (COLD) is the largest and only traded REIT focused on temperature-controlled warehouses. The company owns and/or leases 156 warehouses that provide 924 million cubic feet of cold storage space and serve approximately 2,400 customers across North America, Australia, New Zealand and Argentina.

Customers rely on Americold’s strategically located facilities and extensive geographic footprint to optimize their own distribution networks. The REIT’s top 25 customers average 33-year tenures as tenants of the company, lease multiple facilities, purchase additional value-added services and are committed under long-term leases. Tenants include major food producers such as ConAgra (CAG) and Kraft Heinz (KHC), as well as leading food retailers and distributors such as Kroger (KR) and Sysco (SYY).

Americold holds an industry-leading 23% share of the American cold storage market. Its size provides competitive advantages related to economies of scale, reduced operating costs and lower cost of capital and also position the REIT as the lead consolidator in a highly fragmented cold chain market.

Americold has generated 3.3% annual rent growth and 6.0% yearly income growth from its existing franchise. Rising occupancies and rents, expansion at existing sites and acquisitions are likely to fuel future growth. The REIT has $109 million of development projects underway and recently partnered with Woolworths, Australia’s largest grocer, on $600 million of new development projects to be completed over the next three to five years. Americold targets two to three development projects each year. Projects typically require $75 million to $200 million of investment and generate 10% to 15% ROI.

The REIT’s expansion strategy is supported by a strong balance sheet. Debt represents just 23% of enterprise value, there are minimal near-term debt maturities and Americold has $385 million in cash and an untapped $450 million bank credit line.

The 13 Best REITs to Buy in 2019