Home Dividends Analysis REITs Analysis Summary Industrial REITs, led by Prologis and EastGroup, offer durable moats, strong balance sheets, and resilient growth amid evolving supply chain dynamics. PLD and EGP delivered robust Q1 results, raising full-year guidance and reinforcing their sector leadership; PLD is attractive on pullback, and EGP offers steady 12–15% return potential. REXR presents a value opportunity through asset recycling and share repurchases but faces higher regulatory and political risk due to its California concentration. Industrial real estate's shift from efficiency to resilience and speed, driven by AI and e-commerce, intensifies demand for modern, strategically located logistics assets. This idea was discussed in more depth with members of my private investing community, iREIT®+HOYA Capital.…