Industrial REITs Stocks — Fair Value & Margin of Safety
Equity Rank covers 15 Industrial REITs companies; 15 have a published model fair value, and 7 of those (47%) trade below the model estimate. The median model fair value sits 1.6% below the current price, under these model assumptions. Data as of 2026-10-22.
Source: Equity Rank — Industrial REITs stocks. Model fair value is a multi-method blend (DCF, Graham Number, earnings power, sector multiples and more), recomputed after each U.S. market close.
Industrial REITs stocks furthest below the model estimate
Among companies valued by at least five methods. A wide gap can also mean the models are missing something.
ILPT — Industrial Logistics Properties Trust: model fair value $12.11 vs. price $7.17, a model fair value differential of 69.0% above the current price (as of 2026-10-22)
IIPR — Innovative Industrial Properties Inc: model fair value $89.43 vs. price $54.56, a model fair value differential of 63.9% above the current price (as of 2026-10-22)
LINE — Lineage, Inc. Common Stock: model fair value $44.99 vs. price $35.09, a model fair value differential of 28.2% above the current price (as of 2026-10-22)
LXP — LXP Industrial Trust: model fair value $72.54 vs. price $61.09, a model fair value differential of 18.7% above the current price (as of 2026-10-22)
STAG — STAG Industrial Inc: model fair value $42.55 vs. price $36.51, a model fair value differential of 16.5% above the current price (as of 2026-10-22)
TRNO — Terreno Realty Corporation: model fair value $69.01 vs. price $65.64, a model fair value differential of 5.1% above the current price (as of 2026-10-22)
REXR — Rexford Industrial Realty Inc: model fair value $37.60 vs. price $36.28, a model fair value differential of 3.6% above the current price (as of 2026-10-22)
Largest companies first. Gap = model fair value differential versus the current price; positive means the price sits below the model estimate. “Not published” means the models lacked reliable data.