Cold storage in supply chain
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Americold (COLD) REIT: 8%+ dividend, cold-storage moat, top tenants; margin & energy risks
Seeking Alpha· 2026-03-23 17:04
Springtime is about new beginnings, so today's article is my first coverage of none other than a cold-storage industrial REIT, a niche within REITs that I have given little to no attention so far but certainly deserves it, and I'll show why. Americold Realty Trust (COLD) is a global leader in temperature-controlled logistics and real estate, supporting the safe, efficient movement of food worldwide, according to its business profile, and I'll also be exploring some points from its mid-February earnings resu ...