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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (62386)	8/18/2019 9:33:57 AM
From: Grommit	Read Replies (2) \| Respond to of 78777

GRIF. "hip" -- yes. industrial sector has little downside risk due to e.commerce demands -- see clip. Not sure why GRIF is not a reit. GRIF is very small compared to the industrial reits, and dividend is low at 1.3%. I have 10% of my portfolio in industrial reits -- mainly STAG, DRE, LPT, also EGP, FR, PLD. GRIF also concentrated in just a few markets (yes, LPT also concentrated in PA, like GRIF). GRIF buildings are newer than average but also much smaller than average. E commerce likes large buildings with large clear height. Indust reit sector has higher PE / valuation that other sectors due to hipness / lower risk. Thanks for posting. million sq ft: GRIF 4 STAG 50 DRE 150 LPT 100 from DRE presentation: