Dane Bowler
Value, hedge fund analyst, REITs, long/short equity

Investing In Industrial REITs Part 3: Lexington Realty Trust

This is the third and final part of this series of articles exploring the investment possibilities among industrial REITs. In parts 1 and 2 we determined that the industrial REIT space is a desirable place to invest, but that the traditional pure-play vehicles were overpriced. We introduced Caplease (NYSE:LSE) as an intelligent alternative and this article will suggest another: Lexington Realty Trust (NYSE:LXP). It is a very different investment and is, in my opinion, the best industrial REIT exposure for investors who appreciate conservative balance sheets. After a brief overview of the company, we will detail the fundamental catalysts that are poised to drive LXP's outperformance

Company Overview

LXP is a diversified triple net lease REIT...

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