US Industrial REITs _Bringing Down The (Ware)house__ Goldsmith
standard chartered·2024-09-26 16:38
Americas ab 20 September 2024 Global Research and Evidence Lab US Industrial REITs Bringing Down The (Ware)house? Industrial warehouse supply/demand to return to equilibrium over time We believe that the outlook for Industrial REITs will improve in the coming years as supply pressure abates and demand recovers, driving a return to landlord pricing power. The group is undergoing a supply/demand digestion period that that has pressured Industrial REITs in 2024. We see this as a function of an uncertain macro ...