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Industrial Logistics Properties Trust (ILPT)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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13.97-0.06 (-0.43%)
At close: 04:00PM EDT
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  • J
    John
    The current yield is high, but only because stock price has dropped. This should be a stock with a price in the mid-20's.
    Bullish
  • s
    steve
    Will Ilpt be able to maintain a 9% dividend in a full blown recession ?
    Bearish
  • J
    Jimmy C
    The 6% yield is not enough enticement to buy. ILPT paid too much for the MNR assets and now that inflation and interest rates are rising could see further price declines. Buy WPC with which pays 5%, exited the JV market, lower debt ratios, readable financial statements.
  • J
    Jacob
    Just sharing my honest opinion - would love if pundits on this board could comment if my thinking is wrong. Industrialization is reversing globalization. Supply chain issues and global political issues have changed thinking otherwise. ILPT should stand to gain big time as industries move to geographical markets to serve demand. For instance - with respect to auto - where supply chain got most spread out - margins are historic as long as they can get an auto as complete out of the door. For me, I think it is a no brainer. I am a novice, May be wrong - just sharing my honest thoughts. I just have a small position of 400 shares which I have been holding through the entire downturn.
  • J
    Jimmy C
    On the positive side the drop in stock price from the announcement date of MNR to now has wiped out $785M of investor wealth (65M sh x $12 price drop) wiped out which is almost as much as the 24% premium paid for the MNR Assets. I would caution that the JV funding, asset sales, and other trickery to get the debt to EBITA down to 8 times still leaves company with too much debt. Take a very small position and see how the management deals with these challenges.
  • C
    Carl Jr.
    I think we will see a big snap back, this move is overblown and the price here is truly absurd given the quality of this asset base and the security of the cash flows. I have purchased a few call options, we shall see if I am correct!
  • k
    kenneth
    Now Zacks says “strong sell”
    Got to wonder which short they work for?
  • J
    Jim
    anyone know the sharp downturn in the stock after the earnings report?
    Neutral
  • k
    kenneth
    There is obviously a big position being liquidated, possibly some shorting activity as well

    I am putting together, piece by piece, a 6-8 percent yielding portfolio and appreciate this opportunity with this stock

    A yield well over 8%, well covered by cash flow, backed up by an asset that is appreciated in value. Doesn’t get much better than this
  • E
    Even Par
    I have raw land that has increased 35% in value this year, ILPT is improved with cash flow buildings yielding 6+ % already, pay out ratio is low, PE low, small float... what's not to like long term!?
  • k
    kenneth
    Yield is over 9 percent
    Great example of buy when there is blood in the street
  • B
    Big Thinker
    $PLD conversation
    Prologis $PLD healthy correction. Shares should have never been inflated to those levels. Time to look at $ILPT, a pure play logistics REIT trading 8 X earnings with a 7.5% dividend and tons of upside.
  • k
    kenneth
    7.5 percent dividend well covered by yield from an appreciating asset
  • w
    willis
    Hold the line, perfect buying opportunity!
  • k
    kenneth
    Bottom in?
  • k
    kenneth
    8 percent yield at 16.50
  • L
    LAMA
    @ILPT: Repost Wall Street news on ILPT ""Wall Street Analysts Think Industrial Logistics Properties Trust (ILPT) Could Surge 27%: Read This Before Placing a Bet
    9:00 am ET March 11, 2022 (Zacks) Print
    Industrial Logistics Properties Trust (ILPT) closed the last trading session at $22.18, gaining 0.5% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $28.20 indicates a 27.1% upside potential.

    The mean estimate comprises five short-term price targets with a standard deviation of $4.66. While the lowest estimate of $23 indicates a 3.7% increase from the current price level, the most optimistic analyst expects the stock to surge 57.8% to reach $35. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.""...
    For income investors, ILPT stock pays a nice steady dividend at 6%. If you are patient, you bet on ILPT would
    have profited you approx 25% while pocketing a steady dividend at 6%.
    Bullish
  • k
    kenneth
    Problem is that some bigger Real estate company is going to buy them and then I’ll own their shares which will probably have a lesser yield
  • M
    Michael
    Sam Zell...once again save these people and take down RMR!
  • k
    kenneth
    Another $.75 down and this will have a 10% yield that is well supported by cash flow
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