Industrial REITs: A tale of 300 markets
Throughout much of the pandemic, industrial REITs experienced a boom as ecommerce drove demand for warehouse space. At least until last year, when major companies paused growth. Today, industrial REITs look solid once more, but many REITs investors see big variations among geographic sub-markets. Vikram Malhotra, Senior REITs Equity Research Analyst, dissects why the time is now for a renewed focus on large, well-diversified industrial REITs.