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  • Alex Pettee, CFA

Industrial REITs: Oasis Of Dividend Growth

Summary

  • While the coronavirus pandemic has slammed much of the REIT sector, the "essential" property sectors - housing, industrial, and technology - have been a rare "oasis of growth" this year.

  • Industrial REITs are poised to record the strongest dividend and FFO growth rates among major property sectors this year at nearly 10%. Eight of thirteen industrial REITs have raised dividends.

  • The "hub of e-commerce" and the hottest property sector of the last half-decade, industrial REITs are poised to outperform the broad-based REIT benchmark for the fifth consecutive year in 2020.

  • A potential double-edged-sword, the pandemic accelerated the "retail apocalypse" trends as surviving retailers divert more of their capital away from malls and into distribution supply chains.

  • Recent earnings reports confirmed that fundamentals are ahead of pre-pandemic expectations. Similar to the housing industry, the trends of limited supply and robust demand should be a theme throughout the 2020s.

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Disclosure: A complete list of holdings and Real Estate and Housing Index definitions and holdings are available at HoyaCapital.com. Hoya Capital Real Estate advises an Exchange Traded Fund listed on the NYSE. Hoya Capital is long all components in the Hoya Capital Housing 100 Index.

Additional Disclosure: It is not possible to invest directly in an index. Index performance cited in this commentary does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. Data quoted represents past performance, which is no guarantee of future results. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy.

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