Modiv Industrial signals systematic asset recycling and heightened selectivity amid volatile deal market

MSN
2025.11.15 00:32
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Modiv Industrial's Q3 2025 earnings call highlighted a systematic approach to asset recycling amid market volatility. CEO Aaron Halfacre expressed optimism about the company's stronger balance sheet and future Fed easing. CFO Raymond Pacini reported a $300,000 fee from terminated easement rights. The company plans to sell Clara and Costco properties, with increased selectivity in acquisitions. Analysts noted cautious optimism in management's tone, shifting from frustration to a clearer strategic direction.