McIntyre Partnerships: Long Spirit MTA REIT Pitch – ValueWalk Premium

McIntyre Partnerships: Long Spirit MTA REIT Pitch

From  McIntyre Partnerships see their Q1 letter here

Hello. The fund recently initiated a position in SMTA. Our thesis is highlighted below.

Spirit MTA REIT (SMTA) is a classic “bad bank” recently spun from Spirit Realty. The market views SMTA as an overlevered, “too difficult” stock, but when properly analyzed, we believe SMTA is a simple story: a portfolio . . .


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