CFO Lemasters bought $827K on Aug 7, raising his stake 22% — real C-suite conviction with meaningful ownership increase at exactly his purchase price. Cold-storage REIT is 32% off its 52w low, RSI 42, below both MAs but stabilizing; clean net flow. Q1 EBITDA up 3.3% with maintained guidance supports the thesis, though EPS missed and REIT sector lags SPY.
Watch: Real Estate sector trailing SPY by 5% over 3mo; unprofitable on GAAP with heavy debt load; only 1 insider so not a cluster.