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Posted by
Two Blokes May 23, 2025 -
Filed in
Stock
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9 views
STAG Industrial remains a 'Buy' in my portfolio due to improving market conditions and solid Q1 2025 results. The industrial real estate sector faced challenges from oversupply and rising vacancies post-COVID, pressuring valuations and rent growth. STAG has historically outperformed market rent growth, but current conditions suggest less dynamic rent increases ahead.