Americold

COLD

Market cap $3.43B

ATLANTA, April 14, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics real estate and value-added services, today released its 2025 Sustainability Report, highlighting continued progress across energy efficiency, emissions reduction, safety performance, and facility resilience within its global cold storage network. Customers depend on Americold's network every day to protect food and keep their supply chains moving.

ATLANTA, April 13, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition and development of temperature-controlled warehouses, today announced that the Company will release first quarter 2026 financial results before the market opens on Thursday, May 7, 2026. A conference call will be held on Thursday, May 7, 2026 at 8:00 a.m.

Americold and Ladder Capital offer high yields underpinned by durable business models and disciplined balance sheets. COLD's 7.7% yield and 8.7x multiple reflect cyclical earnings, but deleveraging, cost savings, and pricing power could drive a 30% total return in 12 months. LADR's hybrid lending/ownership model, investment-grade balance sheet, and 9.2% yield position it for 30% upside amid forecasted EPS growth in 2026 and 2027.

REITs deserve a larger allocation today, driven by attractive valuations, structural demand, and reliable income across diverse sectors. Data center REITs like Equinix, Digital Realty, and Iron Mountain benefit from AI and cloud-driven demand, with strong growth and supply scarcity. Industrial REITs such as Prologis, EastGroup, and STAG Industrial offer structural growth, with EastGroup favored for its Sunbelt focus and robust internal growth.

DALLAS--(BUSINESS WIRE)--Sieve Capital LLC (collectively with its affiliates, “Sieve” or “we”), a shareholder of Americold Realty Trust, Inc. (“Americold” or the “Company”), today announced that it is reluctantly initiating a public campaign focused on Chairman Mark Patterson and his boardroom allies. Last week, in a private letter that the Board of Directors (the “Board”)1 has not acknowledged, Sieve detailed its serious concerns pertaining to Mr. Patterson's documented history of apparently p.

For my first rating of Americold, I called it a hold. I like their large global portfolio and key role in a critical niche like cold storage, their high dividend yield (above 8%), and investment-grade rating from Fitch. Margins have shown pressure, with this business model being a high-cost one among industrial REITs, and any reduced occupancy can impact earnings.

Indexes for US equity real estate investment trusts fell further alongside the broader stock market during the week ended March 13. The Dow Jones Equity All REIT index closed the recent week down 1.52%, while the S&P 500 and Dow Jones Industrial Average fell 1.60% and 1.99%, respectively. The healthcare REIT index was the only property sector index to rise and was up 1.17%.

Many REITs trade 30–40% below property values, creating a rare opportunity. Real estate may hold up better during wars and geopolitical shocks. Unlike most sectors, AI cannot disrupt physical real estate assets.

AI is beginning to disrupt far more industries than most investors expected. As barriers to entry collapse, many businesses could face lower growth and valuations. But one asset class may actually benefit from this shift.

Conversant Capital added 1,500,000 shares of Americold Realty Trust in the fourth quarter. The quarter-end position value increased by $19.29 million as a result of the new stake.