MORT - Industrial REITs Deliver Again

• The industrial REITs continue to perform with strong leasing spreads driving same-property NOI.
• The sector is priced for growth. The reason for investments here is the expected future level of earnings generated at higher rent levels.
• Landlords have a very strong position in negotiations as restricted supply of industrial real estate meets consumer demands for more junk to be sold online.
• There isn’t an economically feasible way to significantly increase the volume of real estate available for industrial use within most major markets today.
• E-commerce requires significantly more industrial space to support each dollar of sales than traditional retail channels. The impact compounds over time.

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