Asset StrategyLXP Industrial Trust has stepped up its asset recycling efforts, improving exposure to higher growth markets without incurring bottom-line dilution.
Market FocusLXP is focusing on markets benefiting from a favorable demographic backdrop and reshoring of manufacturing, comprising about 80% of rents.
ValuationThe shares are attractively valued relative to peers, trading at mid-14x 2025E FFO/share, compared to industrial REITs as a group at 19x.