REIT - Industrial
This industry focuses on owning logistics-critical properties such as warehouses, distribution centers, and light manufacturing facilities that support e-commerce and global supply chains.
Why it exists
Industrial REITs own logistics, warehousing, and manufacturing-adjacent properties.
Why it’s necessary
E-commerce, reshoring, and just-in-time fulfillment depend on physically distributed logistics networks.
Key components
Distribution centers
Last-mile logistics hubs
Cold storage
Long-term corporate tenants
How to evaluate businesses
Lease spreads, occupancy, tenant concentration, proximity to population centers, and development pipeline returns define winners. This is one of the strongest structural growth subsectors.
How the industry could be improved
Automated warehousing, robotics integration, vertical storage optimization, and real-time demand routing.