NYSE:FR
First Industrial Realty Trust (FR-N)
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Technical Analysis
Buy, Sell or Hold?
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Apr 16, 2025, 12:00 amThis summary was created by AI, based on 3 opinions in the last 12 months.
Experts have mixed opinions on First Industrial Realty Trust (FR-N), highlighting a strong performance in the industrial sector yet varying investment strategies based on recent price movements. One expert praised the company's solid portfolio and strong fundamentals but noted a downturn attributed to increased supply and slower leasing decisions, indicating a fair price point for buying. Another expert pointed out that the stock approached its NAV, prompting an exit to reallocate to alternatives trading at a discount. Overall, there seems to be cautious optimism about the company’s future cash flows, particularly with potential increases on lease renewals. The differing viewpoints suggest that while the stock has experienced fluctuations, the underlying value remains promising.
Strong industrial fundamentals, yet recent weakness because of new supply and slower leasing decisions. That's all priced in. One of the best portfolios in public markets. 27% discount to NAV. Cashflows go higher by 40-50% on each lease renewal. Right time to buy.
Exclusively in the US, a strong industrial market. Zeroes in on 15 of the best industrial markets. Heavy concentration in southern California, home to the largest port in NA. Big development pipeline, waiting to be leased. Positive is that money's all been spent, only upside from here. 15-16% discount to NAV, 8-9% internal growth. Yield is 2.9%.
(Analysts’ price target is $56.93)Concentrated in 15 of the top US markets. Outside of DIR.UN, his best idea for industrial warehousing globally. Over 20% discount to NAV. Southern California strong industrial hub. Inflation has muted new starts, yet demand is increasing, so pricing power should return next year. Expiring leases can be renewed higher. Yield is 3%.
If discount to NAV persists, possible takeout candidate.
In the 15 tightest markets in the US, with very low vacancy rates. Mostly in southern California, which benefits from being home to a #1 distribution hub. Leader in earnings growth in 2023 with lease renewal. Solid development pipeline. 20-25% discount to NAV. Expects 8% earnings growth this year. Could be an M&A target. Yield is 2.46%.
(Analysts’ price target is $57.64)- «
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First Industrial Realty Trust(FR-N) Rating
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 2
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 0
Total Signals / Votes : 2
First Industrial Realty Trust(FR-N) Frequently Asked Questions
What is First Industrial Realty Trust stock symbol?
First Industrial Realty Trust is a American stock, trading under the symbol FR-N on the New York Stock Exchange (FR). It is usually referred to as NYSE:FR or FR-N
Is First Industrial Realty Trust a buy or a sell?
In the last year, 2 stock analysts published opinions about FR-N. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for First Industrial Realty Trust.
Is First Industrial Realty Trust a good investment or a top pick?
First Industrial Realty Trust was recommended as a Top Pick by on . Read the latest stock experts ratings for First Industrial Realty Trust.
Why is First Industrial Realty Trust stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is First Industrial Realty Trust worth watching?
In the last year, there was no coverage of First Industrial Realty Trust published on Stockchase.
What is First Industrial Realty Trust stock price?
On 2025-07-11, First Industrial Realty Trust (FR-N) stock closed at a price of $49.43.
Bullish on the space. Got really close to its NAV of ~%58, so he took the opportunity to exit. Reallocated proceeds to other industrial warehouse names that trade at a discount.