While much of the market's recent focus has been on how e commerce is challenging retail landlords, one should not overlook the fact that an even larger segment of the real estate investment trust (REIT) market could benefit.
Every time you make a purchase on your smartphone or computer, it sets a sequence in motion that travels through a network of communications, data and logistics facilities - many of which are owned by REITs. These companies play an integral role in getting your package from the warehouse to your doorstep, giving investors a way to participate in the potential growth of e-commerce. A resilient opportunity Technology-related REITs offer some of the more attractive opportunities we see today, often benefiting from the rise of e-commerce and the demand for faster mobile networks, faster...
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