Better Industrial REIT: Stag Industrial or EastGroup Properties?

What: Stag Industrial and EastGroup Properties are two prominent industrial REITs focusing on warehouse properties, driven by e-commerce growth and onshoring.
Why: EastGroup Properties has a stronger presence in the southeastern United States, with **85%** of its portfolio located in this region, whereas Stag Industrial has a more diversified portfolio across the country.
Signal: Stag Industrial's recent acquisition of **$1.3 billion** worth of properties in 2025 indicates its aggressive expansion strategy, which may outpace EastGroup Properties' growth.
Target: EastGroup Properties' focus on the southeastern United States may position it for long-term success, given the region's growing industrial demand and limited supply.
Risk: Both REITs face potential risks from rising interest rates and increased competition in the industrial sector, which could impact their future growth and profitability.