USPS PORTFOLIO

INVESTMENT HIGHLIGHTS

• Essential Infrastructure: The USPS serves as a critical component of the nation’s infrastructure, providing reliable mail and package delivery services to every corner of the United States. Its extensive network, spanning urban and rural areas, makes it an indispensable part of the country’s logistics chain.
• Strong Market Position: With its unparalleled reach, the USPS maintains a dominant market position in mail and package delivery. It has a well-established brand and customer base, making it a preferred choice for businesses and consumers.
• E-Commerce Boom: The exponential growth of e-commerce has translated into increased demand for package delivery services. The United States Postal Service, with its expansive last-mile delivery capabilities, stands to benefit significantly from this trend, as more consumers turn to online shopping.
• Diverse Revenue Streams: The USPS derives revenue from various sources, including first-class mail, marketing mail, packages, and more. This diversity helps buffer against potential fluctuations in specific segments and provides a stable revenue foundation.
• Financial Resilience: USPS has historically displayed financial resilience. Its ability to adapt to changing market dynamics and implement cost-saving measures demonstrates its commitment to long-term durability.
• Government Support and Oversight: As a government agency, the United States Postal Service benefits from a level of support and oversight that ensures its stability and continuity. This protection can provide a degree of insulation from market volatility.
• Investment Grade Tenant: USPS is rated S&P: AA+.