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Posted by
Two Blokes Jul 4 -
Filed in
Stock
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Modiv Industrial is a unique REIT focused on net-leased, mission-critical manufacturing facilities, positioned to benefit from U.S. onshoring and industrial demand tailwinds. The company's disciplined capital allocation, high insider ownership, and monthly dividend create a compelling setup for income-focused, long-term investors. Despite risks like tenant concentration and interest rate sensitivity, Modiv's deep discount valuation and improving fundamentals offer asymmetric upside potential.
