- While the coronavirus pandemic has slammed much of the REIT sector, the "essential" property sectors - housing, industrial, and technology - have been a rare "oasis of growth" this year.
- Industrial REITs are poised to record the strongest dividend and FFO growth rates among major property sectors this year at nearly 10%. Eight of thirteen industrial REITs have raised dividends.
- The "hub of e-commerce" and the hottest property sector of the last half-decade, industrial REITs are poised to outperform the broad-based REIT benchmark for the fifth consecutive year in 2020.
- A potential double-edged-sword, the pandemic accelerated the "retail apocalypse" trends as surviving retailers divert more of their capital away from malls and into distribution supply chains.
- Recent earnings reports confirmed that fundamentals are ahead of pre-pandemic expectations. Similar to the housing industry, the trends of limited supply and robust demand should be a theme throughout the 2020s.
For further details see:
Industrial REITs: Oasis Of Dividend Growth