Futures on the Dow Jones Average climb to 39,095, +0.27%, aided by rally in oil majors. Energy-sensitive components provide a hedge against inflation risk in portfolios. There are some major tailwinds that should keep demand for logistics real estate strong for years to come. For example, the e-commerce market has roughly quadrupled in size since 2012 and is forecast to more than double from its current size by 2030, creating a need for even more distribution and warehousing space. In fact, e-commerce retail needs roughly three times the logistics space as a brick-and-mortar retailer to handle the same sales volume. There's also a trend toward developing properties further from city centers and closer to where the customers are. The Dow Jones Industrial Average also gained 92 points, or 0.2%. In early futures trade, Dow Jones Average Futures slip 0.10% to 39,040, reacting to weaker-than-expected housing starts. Construction-related stocks may see short-term pressure.
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