1. Americold Realty Trust (COLD) is a leading cold storage REIT facing challenges but with potential for valuation improvement or acquisition. 2. The company's operations have stabilized, showing AFFO per share growth, but its stock price remains stagnant. 3. Possible scenarios for COLD include a return to historical valuation multiples or becoming an acquisition target, both offering potential for significant shareholder value.

1. Realty Income, the largest net lease REIT, has seen its performance fluctuate with interest rate changes; 2. The company's AFFO yield is compared to the ten-year treasury yield to assess its valuation; 3. Despite underperforming peers, Realty Income appears fairly valued based on historical yield spreads.

1. The article discusses the potential for REITs like Netstreit and Plymouth Industrial REIT to outperform due to expected Fed rate cuts. 2. It highlights the attractive yields and growth potential of these REITs amidst shifting rate expectations. 3. The analysis also points out the undervaluation of these REITs, suggesting significant upside potential.

1. Essential Properties Realty Trust operates in the e-commerce/recession-resilient property sector with 96.4% ABR from triple-net leases. 2. Q2 2024 performance showed high investment activity, occupancy rates, and solid AFFO per share growth. 3. Despite the closing of the 'bargain' window, potential valuation upside remains.

1. VICI Properties, a major owner of gambling and gaming assets, has seen its revenue, cash flows, and profitability metrics rise, with strong growth projected for the second quarter of 2024. 2. Analysts anticipate continued growth for the company, with forecasts for increased revenue and adjusted FFO per share. 3. Despite being slightly pricey compared to other specialty REITs, the company's overall performance justifies a 'buy' rating.

1. The stock market showed enthusiasm for potential rate cuts following the latest CPI report indicating a cooling inflation. 2. REITs are expected to benefit further from rate cuts. 3. Realty Income and VICI Properties are recommended as REIT picks with potential double-digit upside by the end of 2024.