Episode Details

Slide Deck Executive Summary: The Structural Fragility of the Aggregator Model in a Yield-Constrained Era The investment thesis surrounding STAG Industrial, Inc. (STAG) has historically been predicated on a straightforward, income-oriented proposition: the aggregation of higher-yielding, single-tenant industrial assets in secondary markets to generate a dependable, monthly dividend stream. For nearly a decade, this “pure-play” […]