Industrial REITs
Case studies in industrial reits.
One Liberty Properties: how fast to keep shifting toward industrial?
One Liberty Properties had made industrial buildings the center of its portfolio. By June 30, 2026, industrial properties generated about 85% of base rent. Earlier in the year, the company bought ten industrial properties for $56.7 million and sold several non-core retail properties. Management described the portfolio shift as continuing. Read case
Prologis: integrating SEGRO without losing the local edge
On September 28, SEGRO shareholders approved the resolutions required for its proposed combination with Prologis. The transaction had not closed: High Court sanction, regulatory clearances and other conditions remained. The companies expected completion in the first half of 2027. Read case