Zortix
Sign in
PLDFRBULLISHIn depth · 4/5

Industrial REITs benefit from embedded rent spreads

The guest argued industrial real estate REITs like Prologis and First Industrial are reporting solid NOI growth due to a significant gap between in-place rents and market rents, which they capture as leases roll over.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
PLD: Industrial REITs benefit from embedded rent spreads · Zortix