The 20% upside is nothing more than what has been the normal trading band over the past 3+ years.  Nothing a potential investor should place a lot of value on as obviously the real value is the distribution, the fact that it is paid in USD and the payout ratio is reasonable.

There property holdings are widely distributed nationwide  and the Marriott, Hilton and IHG brands combined with the rail contracts make for solid portfolio in my opinion.  Although with only 4 years left on the rail contract there is a bit of near term uncertainty.

In my opinion this would be good option for those looking for a REIT and/or a REIT that operates beyond the usual office / strip mall / apartment models.  But I plan to dig a little deeper before jumping in.