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Do industrial REITs actually outperform the rest of the market?

Industrial has been one of the strongest-performing sectors in CRE, but not all landlords are operating the same way.

In this latest CompStak Portfolio Series report, we compare publicly traded industrial REITs in the FTSE Nareit Equity Industrial Index against all other industrial landlords in CompStak’s national dataset.

Using CompStak Portfolios, we scored both groups across key leasing performance metrics to determine:

Which ownership model is actually delivering stronger results today?

What You’ll Learn in This Report

✔️ How industrial REITs compare to private and institutional landlords across rent, lease terms, and concessions
✔️ Where REIT portfolios are outperforming and where they’re not
✔️ How lease structure impacts portfolio performance and risk
✔️ What rent growth trends since 2019 reveal about long-term positioning
✔️ Which portfolios are better positioned for near-term rent upside

Download the report to see the full analysis!