The coronavirus has accelerated an enormous and previously slow-moving secular change in the commercial real estate industry. REIT investing isn’t what it used to be. Specifically, online shopping (retail), telecommuting (office), logistics (industrial), public safety (healthcare), the Internet (data center) and zero-percent interest rates (mortgage) have dramatically shifted the relative attractiveness of various REIT business models. This article describes the evolving REIT paradigm, highlights the impacts on six specific REITs (from six different REIT industries), and concludes with our opinion on three “Strong Buys.”
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Current Market Overview:
Before getting into the examples