looking at the 10Q, I think the run-up in shares is simple uneducated speculation. The basis for this REIT is quite simple, and that is PWC owns a perpetual lease whereby NS has agreed to pay them 915K a year. Whether NS begins to move more cars through is immaterial to PWC. If it were, you would find some sort of provision or footnote that provides such a revenue kicker. If I am wrong, please point me toward the appropriate financials. Otherwise, I see the current share price yielding less than 4%, no bargain.