NETL: Play The E-Commerce Boom Via Real Estate (Archive)

This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.

Elevator Pitch

• Playing mega-trends in non-obvious, second-order effect ways can help capture more inefficient opportunities in the markets. NETL is on my watchlist for this reason.
• Rising e-commerce sales are a mega-trend tailwind.
• Shortage of space boosts industrial space demand.
• Retail rent appreciation is yet to kick off.
• Almost all the core Flow, Location, and Trap elements are in place in my technical analysis framework, except for the breakout buy trigger.

Read the full article here.