Reit stock price urban retail REIT stock price gains

Urban retail REIT stock price gains over the past two weeks reflect optimistic foot traffic data during major shopping events, offsetting fears of recessionary spending cuts. 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. Equity Lifestyle Properties is a residential REIT that focuses on owning manufactured housing, residential vehicle communities, and marinas. The company currently has a portfolio of 455 properties across the US with a higher concentration in the Sunbelt region with 38% of the company’s properties located in Florida, 12% in Arizona, and 8% in California. Equity Lifestyle targets owning properties in attractive retirement destinations with over 70% of the company’s properties either being age-restricted or having an average resident age over 55. REIT stock price trends are showing mixed signals this week as U.S. Treasury yields fluctuate near 4.3%. Analysts note that higher yields generally pressure REIT valuations, yet retail-focused REITs have maintained resilience thanks to strong consumer spending data.