Industrial Logistics Properties Trust

ILPT

Market cap $400M

PLD and two other REITs stand to gain as the demand for industrial, data center and healthcare assets rises, supported by disciplined capital and low rates.

Industrial Logistics Properties Trust (ILPT) saw its shares surge in the last session with trading volume being higher than average. The latest trend in FFO estimate revisions may not translate into further price increase in the near term.

ILPT, NMTC, RIGL, RIO and BHP have been added to the Zacks Rank #1 (Strong Buy) List on January 6th, 2026.

ILPT, RIO and ETOR made it to the Zacks Rank #1 (Strong Buy) value stocks list on January 6th, 2026.

A low valuation is not enough in the REIT sector. Many of the cheapest REITs are also the worst investments. I highlight many REIT value traps to avoid going into 2026.

E-commerce growth, falling supply and a shift to high-quality assets are lifting U.S. industrial REITs, putting PLD, STAG and ILPT in focus.

Some REIT sectors recently suffered a dip. This includes self-storage and apartment REITs. I discuss my top picks.

NEWTON, Mass.--(BUSINESS WIRE)--Industrial Logistics Properties Trust (Nasdaq: ILPT) today announced that Yael Duffy has been appointed as a Managing Trustee and President and Chief Executive Officer of ILPT, effective January 1, 2026. Ms. Duffy has been President of ILPT since April 2022 and its Chief Operating Officer since May 2020. Ms. Duffy is also an Executive Vice President of The RMR Group (Nasdaq: RMR), responsible for overseeing asset management, leasing and property management functi.

The price-to-net asset value valuations for publicly listed US equity real estate investment trusts rose in November, after two consecutive months of decline. US equity REITs closed November at a median 18.2% discount to their consensus NAV per share estimates, according to S&P Global Market Intelligence data. Healthcare REITs posted the highest median premium to NAV.

Falling Fed Funds rates and attractive REIT yields, along with technicals, make REITs increasingly appealing. Industrial REITs show robust fundamentals, with high occupancy, minimal delinquencies, excellent revenue growth, and strong leasing spreads, earning the designation as Winners of REIT Earnings Season. This article examines each company in the sector for liquidity, FFO growth, cash flow growth, and dividend growth, to single out one company as the best investment right now.