Dividend growth investing in industrial REITs is trending

Dividend growth investing in industrial REITs is trending, with recent reports showing 5–7% dividend growth across leading logistics REITs. Demand from e‑commerce supply chains supports consistent rental revenue and payout expansion. Realty Income has increased its monthly dividend 132 times since going public over 30 years ago. A solid dividend strategy can be a key component of an investor’s portfolio. Since the 1940s, dividends’ contribution to the S&P 500’s total returns averaged about 34 percent, according to research by Hartford Funds. And when dividends are reinvested , the returns are even higher, accounting for 85 percent of the S&P’s cumulative total returns since 1960. Dividend growth investing trends point to industrial leaders like Caterpillar, which announced an 8% dividend hike backed by international infrastructure demand. Analysts forecast mid‑single‑digit growth for this sector’s dividends through 2025.