Cold storage is a complex, capital-intensive real estate niche with strong long-term demand, but recent oversupply and market headwinds have pressured REIT valuations. COLD and LINE are the two largest cold storage REITs, with COLD offering a more traditional, conservative business model and LINE focusing on tech-driven, aggressive growth. Despite both facing industry challenges, COLD's established portfolio, conservative expansion, and higher dividend yield make it more appealing compared to LINE's premium valuation and riskier strategy.
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Lineage, Inc. has significant growth potential through market share gains, margin expansion, and occupancy growth, despite current oversupply and inventory challenges. The cold storage industry benefits from rising global food demand and increased use of temperature-controlled logistics, although recent overbuilding has led to oversupply. LINE's growth prospects include occupancy recovery, margin improvement through automation and proprietary software, and accretive consolidation of smaller competitors.
![]() LINE In 2 months Estimated | Quarterly | $0.53 Per Share |
![]() LINE 3 weeks ago Paid | Quarterly | $0.53 Per Share |
![]() LINE 3 months ago Paid | Quarterly | $0.53 Per Share |
![]() LINE 6 months ago Paid | Quarterly | $0.53 Per Share |
![]() LINE 9 months ago Paid | Quarterly | $0.38 Per Share |
6 Aug 2025 (In 1 week) Date | | - Cons. EPS | - EPS |
6 Aug 2025 (In 1 week) Date | | 0.75 Cons. EPS | - EPS |
6 Nov 2024 Date | | - Cons. EPS | - EPS |
21 Aug 2024 Date | | - Cons. EPS | - EPS |
![]() LINE In 2 months Estimated | Quarterly | $0.53 Per Share |
![]() LINE 3 weeks ago Paid | Quarterly | $0.53 Per Share |
![]() LINE 3 months ago Paid | Quarterly | $0.53 Per Share |
![]() LINE 6 months ago Paid | Quarterly | $0.53 Per Share |
![]() LINE 9 months ago Paid | Quarterly | $0.38 Per Share |
6 Aug 2025 (In 1 week) Date | | - Cons. EPS | - EPS |
6 Aug 2025 (In 1 week) Date | | 0.75 Cons. EPS | - EPS |
6 Nov 2024 Date | | - Cons. EPS | - EPS |
21 Aug 2024 Date | | - Cons. EPS | - EPS |
REIT - Industrial Industry | Real Estate Sector | W. Gregory Lehmkuhl CEO | NASDAQ (NGS) Exchange | 53566V106 Cusip |
US Country | 26,000 Employees | 30 Jun 2025 Last Dividend | - Last Split | - IPO Date |
Lineage, Inc., a subsidiary of BG Lineage Holdings, LLC, stands as the largest global warehouse real estate investment trust (REIT) specializing in temperature-controlled spaces. Our real estate portfolio, as of March 31, 2024, boasts over 84.1 million square feet (3.0 billion cubic feet of capacity) across 482 warehouses. These strategically located properties span across critical distribution markets with 312 in North America, 82 in Europe, and 88 in Asia-Pacific. Our client base is expansive and diverse, including over 13,000 customers ranging from the biggest names in food retailing, manufacturing, processing, and distribution. Financial performance for the quarter ending March 31, 2024, revealed $1.3 billion in revenue and a net loss of $48.0 million. For the fiscal year 2023, the company achieved $5.3 billion in revenue, with a net loss of $96.2 million. These figures underscore our firm's pivotal role in the global temperature-controlled supply chain, offering unparalleled and technologically advanced solutions to a myriad of customer requirements.
Our portfolio of products and services is designed to meet the diverse and intricate needs of the temperature-controlled supply chain. Each offering is underpinned by our vast global network and cutting-edge technology, ensuring seamless and efficient logistics solutions.