Tariff Turmoil: A Tale Of 2 Industrial REITs
Portfolio Pulse from
The Bank of England's interest rate cut to 4.5% due to economic concerns and U.S. tariff threats is affecting global trade. Rexford Industrial is rated as a speculative buy due to its geographic exposure and weaker 2025 guidance, while Prologis maintains a buy rating with a diversified portfolio and strong credit metrics, despite expected near-term volatility.
February 06, 2025 | 6:00 pm
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NEUTRAL IMPACT
Prologis maintains a buy rating with a diversified portfolio and strong credit metrics, though near-term choppiness is expected due to tariff uncertainties.
Prologis's buy rating is supported by its diversified portfolio and strong credit metrics. However, the Bank of England's rate cut and U.S. tariff threats may cause near-term volatility, impacting its stock price.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 80
NEUTRAL IMPACT
Rexford Industrial is rated as a speculative buy due to its concentrated geographic exposure and weaker than expected 2025 guidance, despite solid financial discipline.
Rexford Industrial's speculative buy rating is influenced by its geographic exposure and weaker 2025 guidance. The Bank of England's rate cut and tariff threats add uncertainty, but the company's solid financial discipline provides some stability.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80