Warehouse, logistics, data center REITs - Prologis, Digital Realty, Equinix, Rexford. E-commerce tailwind + AI-driven datacenter capex have made these the highest-quality REIT cohort.
Industry leader
STAG Industrial, Inc. STAG
Buffett-Fit: 57/100
Industrial REITs (warehouses, logistics, data centers) ride the secular tailwinds of e-commerce growth + AI-driven datacenter demand. Prologis dominates last-mile logistics; Equinix and Digital Realty are the network-effect plays in data center colocation. Watch AFFO growth + occupancy rates + lease-duration ladders.
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Educational framework analysis only. Not investment advice, not a recommendation, not personalized to your situation. Always do your own research.