Industrial REITs Won 2020; Retail REITs Lost. The Dichotomy Isn’t So Clear Moving Forward

During the coronavirus pandemic, as e-commerce ballooned, industrial’s gains seemed to be in direct proportion to retail’s losses. Industrial was a story of heightened demand and increasing valuations; retail was a tale of woe as tenants went dark or quit paying rent. 
In 2021’s post-pandemic environment, the interplay between industrial and retail isn’t as simple as a winner and a loser. Further demand for industrial hinges in part on how retailers are able to leverage e-commerce to support their physical stores.

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