Postal Realty Trust: This Quiet REIT Keeps Beating Expectations

IWA Research 3.33K Followers Follow Summary Postal Realty Trust, Inc. remains a Buy, offering unique USPS-leased property exposure and robust AFFO growth with a sustainable ~4.24% dividend yield. Postal Realty delivered a strong Q2, raising AFFO guidance to $1.41–$1.43 per share and increasing 2026 acquisition targets, supported by a solid 99.8% occupancy rate on its owned portfolio. The balance sheet is healthy with 4.6x net debt/EBITDA, expanded credit facilities, and a $205M undrawn revolver, enabling continued acquisition-driven growth. Risks persist from USPS financial struggles and macro headwinds, but Postal Realty’s intrinsic value offers a margin of safety over current pricing. Oliver Peric/iStock Editorial via Getty Images Introduction The last time I covered Postal Realty Trust, Inc. ( PSTL ), I reiterated its Buy rating, highlighting how the REIT offers unique exposure to USPS-leased properties as the largest owner of postal This article was written by IWA Research 3.33K Followers Follow I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in PSTL over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.