14 REIT - Industrial companies are scored. Their average composite is 66.0, and 0 are in the A range (76+). The leader is Industrial Logistics Properties Trust (ILPT) at 74.1 (B+). This industry belongs to the Real Estate sector.
| # | Company | Composite | Grade | Industry opportunity | Stock selection | KPI momentum | Catalyst watch | Price | Expansion | Quality | Trend | Valuation gap |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Industrial Logistics Properties Trust (ILPT) | 74.1 | B+ | 83 | 86 | 93 | 78 | 62 | 65 | 53 | 61 | -14.0% |
| 2 | Eastgroup Properties Inc (EGP) | 73.7 | B+ | 83 | 88 | 93 | 79 | 27 | 69 | 70 | 73 | -3.0% |
| 3 | Smartstop Self Storage REIT Inc (SMA) | 70.6 | B+ | 83 | 80 | 73 | 73 | 33 | 78 | 52 | 60 | +7.6% |
| 4 | First Industrial Realty Trust Inc (FR) | 69.1 | B | 83 | 85 | 88 | 77 | 37 | 63 | 65 | 48 | -14.4% |
| 5 | CubeSmart (CUBE) | 68.1 | B | 83 | 78 | 79 | 75 | 42 | 36 | 67 | 61 | +2.9% |
| 6 | National Storage Affiliates Trust (NSA) | 67.2 | B | 83 | 74 | 68 | 75 | 55 | 31 | 65 | 75 | — |
| 7 | LXP Industrial Trust (LXP) | 66.3 | B | 83 | 71 | 73 | 57 | 30 | 27 | 58 | 91 | +2.7% |
| 8 | STAG Industrial Inc (STAG) | 65.9 | B | 83 | 83 | 84 | 79 | 39 | 56 | 64 | 49 | +1.5% |
| 9 | Prologis Inc (PLD) | 65.3 | B | 83 | 79 | 84 | 77 | 26 | 53 | 52 | 52 | -13.1% |
| 10 | Public Storage (PSA) | 64.7 | B | 83 | 76 | 76 | 74 | 29 | 44 | 68 | 64 | +2.4% |
| 11 | Innovative Industrial Properties Inc (IIPR) | 61.1 | B- | 83 | 59 | 46 | 49 | 75 | 20 | 75 | 71 | +14.0% |
| 12 | Rexford Industrial Realty Inc (REXR) | 59.6 | B- | 83 | 78 | 77 | 77 | 33 | 27 | 23 | 60 | +7.6% |
| 13 | Lineage Inc (LINE) | 59.4 | B- | 83 | 74 | 68 | 68 | 55 | 38 | 17 | 38 | -17.1% |
| 14 | Americold Realty Trust Inc (COLD) | 58.8 | B- | 83 | 86 | 84 | 82 | 42 | 19 | 8 | 77 | -13.4% |
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.