Valyte Research
Industrial REITs: valuation and quality comparison
Compare selected industrial REITs on valuation, operating quality, and financial leverage. A low price alone does not explain tenant demand or future leasing performance.
Ratings calculated . Financial data year: 2025. Reporting periods and price dates can differ by company.
This selected public sample contains 4 companies, with a median NAV discount of -9.95% across 4 available estimates. The median weights each company equally. It is not a statistic for the whole sector.
| Company | Score | Valuation | Quality | NAV discount | NOI growth | Leverage |
|---|---|---|---|---|---|---|
| FR First Industrial Realty | 55 / 100 neutral | 45 | 66 | -4.90% | 6.10% | 24.50% |
| STAG STAG Industrial | 47 / 100 neutral | 51 | 42 | -0.90% | 4.20% | 31.80% |
| EGP EastGroup Properties | 43 / 100 weak | 9 | 85 | -26.40% | 8.20% | 16.40% |
| PLD Prologis | 42 / 100 weak | 22 | 66 | -15.00% | 7.10% | 26.80% |
How to read this comparison
Compare valuation and quality together. A high valuation score can coexist with weak operating quality. A lower NAV discount may reflect different assets, financing, or assumptions rather than an inferior opportunity.
Reporting periods can differ across these companies. The company pages list available periods and price dates; compare equivalent periods and definitions before drawing conclusions about sector trends.