Uncover the Dominance: This Surprising Investment Outshines the S&P 500 with Steady, Impressive Gains
The article argues investors should consider industrial REITs as a defensive, income-oriented way to outperform the S&P 500 over the long run amid stubborn inflation. It notes April 2026 CPI rose 3.8% YoY and highlights that industrial REITs averaged a 13.5% annual return from 1994–2025 versus the S&P 500’s 12.3%, driven by robust demand for logistics and warehouse space. The piece spotlights First Industrial Realty Trust (FR) — 71.6 million sq. ft., 424 properties — noting a >3% dividend yield and a new share buyback program of up to $250 million. The takeaway: with higher rental pricing power and lower volatility, industrial REITs may offer better long-term returns and income compared with broad-equity exposure, suggesting investors diversify beyond the S&P 500.