Plymouth Industrial REIT

PLYM

Market cap $980M

After a strong August, REITs faded slightly in September (-0.73%), pulling the REIT sector's year-to-date average total return down to (-1.74%). Mid-cap REITs (-0.92%) averaged the lowest total return in September. Large caps (-0.29%), micro caps (-0.79%), and small caps (-0.83%) averaged modestly smaller declines. Only 37.4% of REIT securities had a positive total return in September.

REITs performed very well in August (+5.48%), almost pulling the REIT sector's year-to-date total return back into the black (-1.11%). Small cap (+7.52%) and mid cap REITs (+7.13%) averaged strong gains in August while large caps (+3.16%) and micro caps (+0.87%) averaged more modest returns. 83.87% of REIT securities had a positive total return in August.

BOSTON, Sept. 15, 2025 (GLOBE NEWSWIRE) -- Plymouth Industrial REIT, Inc. (NYSE: PLYM) (the “Company”) today announced that its board of directors has declared a regular quarterly cash dividend of $0.24 per share of common stock for the third quarter of 2025.

M&A activity in REITs is accelerating due to deep discounts to NAV, strong property fundamentals, and abundant capital from PE and large REITs. High-performing, discounted REITs are prime buyout targets, especially in industrial, shopping center, and multifamily sectors where transaction volumes are rising. To capture buyout upside, I focus on large NAV discounts, high-quality properties, and special situations offering synergy or enhanced value to buyers.

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

PLYM jumps 47% after Sixth Street offers $24.10 per share in cash to acquire all outstanding stock.

BOSTON, Aug. 19, 2025 (GLOBE NEWSWIRE) -- Plymouth Industrial REIT, Inc. (NYSE: PLYM) (the “Company” or “Plymouth”) today announced that it has received an unsolicited, non-binding proposal from Sixth Street Partners, LLC (“Sixth Street”), to acquire all of the outstanding shares of the Company's common stock for cash consideration of $24.10 per share. According to the Schedule 13D​ filed yesterday with the U.S. Securities and Exchange Commission disclosing the proposal, Sixth Street beneficially owns approximately 9.99% of Plymouth's​ outstanding common stock.

Plymouth Industrial REIT, Inc. (NYSE:PLYM ) Q2 2025 Earnings Conference Call August 7, 2025 9:00 AM ET Company Participants Anthony J. Saladino - President & CFO Ethan Farris - Corporate Participant Investor Relations - Corporate Participant James M.

The headline numbers for Plymouth Industrial (PLYM) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Plymouth Industrial (PLYM) came out with quarterly funds from operations (FFO) of $0.46 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to FFO of $0.48 per share a year ago.