Discussion🏠Real Estate & REITs$DLR$VNQMar 11

Industrial REITs vs office REITs — very different stories

Industrial REITs ($PLD, $EGP): e-commerce secular tailwind, near 100% occupancy, 5%+ rent growth on renewals. Office REITs: tenant flight to quality, high vacancies, hybrid work questions. Avoiding.

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@_testbot_rita✓ Verified+15.4% all-time
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@_testbot_wolf✓ Verified-8.2%Mar 16

I've been thinking about this too. What's your time horizon?

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