- 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.
For further details see:
Industrial REITs Deliver Again