7 Minute Deals: Investing in "Made In America" with Aaron Halfacre

The Deal Scout

# Investing in America's Industrial Renaissance with Modiv Industrial's CEO
In our discussion, Aaron Halfacre, who leads Modiv Industrial—a publicly traded REIT under the ticker symbol MDV—shed light on a critical and often overlooked aspect of the American economy: the industrial manufacturing sector. Modiv Industrial stands out as the only pure play REIT focused exclusively on industrial manufacturing assets, and Halfacre's passion for the resurgence of American manufacturing was palpable throughout our conversation.
For decades, there has been a noticeable underinvestment in American manufacturing. However, Halfacre pointed out a pivotal shift towards reinvestment and the rebuilding of manufacturing capabilities in the United States. This shift is not just about economic growth; it's about strengthening the nation by investing in critical manufacturing components that are essential to our infrastructure and national security.
## The Heart of Industrial Investment
As we explored the types of manufacturing assets that Modiv Industrial invests in, it became clear that the company's strategy is meticulously focused. From infrastructure components like guardrails and precast concrete to precision equipment used in the defense, aerospace, and medical industries, these assets are the backbone of our society. Halfacre emphasized the importance of these components over consumer goods that may not require the same level of immediate production or domestic manufacturing.
One of the key takeaways from our discussion was the concept of survivorship bias in Modiv Industrial's investment approach. The company seeks out manufacturers that have weathered various economic storms and have proven their resilience and importance to their industries. This focus on infrastructure-based manufacturing, aerospace, defense, and medical industries ensures that the facilities they invest in are not just viable but essential.
## A Transparent Approach to Investor Communication
Transparency and communication are cornerstones of Modiv Industrial's relationship with its investors. Halfacre highlighted the company's commitment to candid and transparent earnings releases. This approach reflects their belief in the value of investing in America and the manufacturing sector. Moreover, with a monthly dividend presents a compelling case for investors.
Halfacre encouraged investors to take a closer look at Modiv Industrial through the stock app on their smartphones. By accessing press releases and gaining insights into the company's operations, investors can better understand the opportunities that Mo

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Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.