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Duke Realty (DRE) Preleases New Jersey Facility to JD.com

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Duke Realty Corp. is witnessing solid demand for its well-located, modern, convenient, highly functional distribution facility in New Jersey. Recently, this industrial REIT preleased a 216,892-square-foot speculative development in Piscataway, NJ to JD.com, which the global e-commerce giant will use for the expansion of its supply-chain network along the New Jersey Turnpike corridor.

This facility, which is presently under construction on a 21-acre site at 1570 South Washington Avenue and slated for completion in fall 2022, is being built to LEED® certification standards. It enjoys immediate access to I-287 and is only six miles from I-95 and Exit 10.

Therefore, the speculative development’s superior location near the New Jersey Turnpike and close to Newark Liberty International Airport and the ports of New York and New Jersey and New York City is likely to have lured the tenant for the expansion of its logistics network.

According to DRE’s management, “Demand for distribution space along the New Jersey Turnpike corridor remains excellent and the vacancy rate for industrial space in the 287 Corridor submarket continues to hover near all-time lows.”

The demand for logistics infrastructure and efficient distribution networks has been shooting up not only in the New Jersey Turnpike corridor but also nationwide amid an e-commerce boom, growth in industries and companies making efforts to improve supply-chain efficiencies. This, in turn, is aiding the industrial real estate market to prosper. Apart from the fast adoption of e-commerce, logistics real estate is poised to benefit from an increase in inventory levels, opening up possibilities for industrial landlords, including Duke Realty, Terreno Realty Corporation (TRNO - Free Report) and Rexford Industrial Realty, Inc. (REXR - Free Report) , to enjoy a favorable market environment.

However, with the asset category being attractive in these challenging times, there is a development boom in many markets. This high supply is likely to fuel competition and curb pricing power.

With a robust pipeline of development, both build-to-suit and speculative, as well as an active pipeline of build-to-suit prospects, Duke Realty is well-poised to enhance its presence in Tier 1 markets. The company’s shares have rallied 13.3% against its industry’s decline of 4.3% over the past year.

Duke Realty currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Rexford Industrial Realty carries a Zacks Rank of 2 (Buy) at present. Rexford’s long-term growth rate is projected at 10.2%.  
 
The Zacks Consensus Estimate for REXR’s 2022 funds from operations (FFO) per share has been revised 1% upward in a month.

Terreno Realty holds a Zacks Rank of 2 at present. Terreno Realty’s 2022 revenues are expected to increase 17.5% year over year.

The Zacks Consensus Estimate for TRNO’s 2022 FFO per share has been revised a cent upward in the past month.

Note: Anything related to earnings presented in this write-up represent funds from operations (FFO) — a widely used metric to gauge the performance of REITs.


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