# Postal Realty Trust Still Room To Run

> Postal Realty Trust shares trade at 16% discount to $26.87 NAVPS estimate with lease improvements driving growth.
- Title: Postal Realty Trust Still Room To Run · Seekingalpha
- Summary: Postal Realty Trust shares trade at 16% discount to $26.87 NAVPS estimate with lease improvements driving growth. Postal Realty Trust remains a buy with…
- Keywords: postal realty trust, pstl, navps, lease escalators, usps landlords, investment-grade credit, money, business, Postal, Realty, Trust, Still
- Source: Seekingalpha — https://seekingalpha.com/article/4951874-postal-realty-trust-still-room-to-run-maintain-buy
- Author: Sanjay Chandiramani, CFA
- Published: 2026-10-05T02:06:04+00:00
- Read time: 1 min
- Topics: postal realty trust, pstl, navps, lease escalators, usps landlords, investment-grade credit, money, business
## Investment Recommendation
Postal Realty Trust remains a buy with shares trading at a ~16% discount to our $26.87 NAVPS estimate.
## Lease Structure Improvements
Recent lease structure improvements include 3% annual escalators driving operational and financial momentum.
## 2027 Rent Escalators
52% of rent to include escalators in 2027, supporting financial growth.
## Investment-Grade Credit
An investment-grade credit rating (BBB, stable) lowers PSTL's cost of debt and supports accretive growth.
## Risks and Margin
Risks include potential new competition as USPS lease terms become more attractive, but current margin of safety justifies the recommendation.
## Key takeaway

Postal Realty Trust remains a buy with shares trading at a 16% discount to its $26.87 NAVPS estimate due to lease escalators and investment-grade credit.