In the current macroeconomic environment, I see a clear bifurcation between stocks that are positioned to benefit from changing consumer trends and stocks that are feeling the brunt of COVID-19. This can be clearly seen in the REIT space, in which the Data Center REITs have outperformed and the Retail REITs are sitting on the opposite side of the spectrum.
The Industrial REITs have largely recovered since the “sell-everything” phase back in March, as social distancing and the ramp in e-commerce have increased the demand for their properties. However, it seems that Plymouth Industrial REIT