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 . . .


This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email or click Chat.

Saved Articles

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Here’s a Tip: Read What Professional Investors Read

ValueWalk Premium is for investors looking to improve their investment process AND keep up-to-date on the latest industry trends.

It’s THE resource for value investing and hedge funds. 📈

And with a free three-day trial and $29.99 per month thereafter, it’s a value in its own right.

Sign up now. 👇