Industrial REITs
Riding the e-commerce wave, industrial REIT performance has been relentless over the past half-decade as retailers and logistics providers have invested heavily in supply chain densification and physical distribution networks in a relentless "need for speed" arms race.
Perhaps only overshadowed by the residential REIT sector, industrial REITs continue to enjoy some of the strongest property-level fundamentals across the real estate sector, highlighted by average same-store NOI growth near 5% per year since 2015.
| Ticker Symbol | Company Name | Property Sector | Market Cap ($B) | Dividend Yield | Payout Frequency | Price-to-FFO | Debt Ratio | Short Interest | |
|---|---|---|---|---|---|---|---|---|---|
| PLD | Prologis |  | Industrial | 110.00 | 2.92% | Quarter | 21.3 | 18% | 1.1% |
| REXR | Rexford |  | Industrial | 10.95 | 2.93% | Quarter | 23.8 | 15% | 3.1% |
| COLD | Americold |  | Industrial | 8.05 | 3.10% | Quarter | 30.3 | 31% | 1.5% |
| EGP | EastGroup |  | Industrial | 8.03 | 2.93% | Quarter | 22.4 | 23% | 1.9% |
| FR | First Industrial |  | Industrial | 6.54 | 2.59% | Quarter | 20.4 | 25% | 1.9% |
| STAG | STAG Industrial |  | Industrial | 6.70 | 4.07% | Monthly | 15.9 | 30% | 3.0% |
| TRNO | Terreno |  | Industrial | 4.98 | 3.09% | Quarter | 26.3 | 15% | 3.8% |
| LXP | LXP Industrial |  | Industrial | 2.66 | 5.71% | Quarter | 13.2 | 34% | 2.7% |
| PLYM | Plymouth |  | Industrial | 1.04 | 3.97% | Quarter | 12.3 | 51% | 1.1% |
| ILPT | Industrial Logistics |  | Industrial | 0.26 | 1.00% | Quarter | 8.4 | 86% | 1.4% |
