This Is The Top REIT Stock Stifel Analysts Are Backing Right Now

September 25, 2026 9:02 AM EDT

Investing.com -- Stifel has highlighted its top stock selection in the real estate investment trust sector, featuring First Industrial Realty Trust as the firm’s current favorite idea from its equity research analysts.

The ranking represents Stifel’s current favorite stock ideas from analysts in equity research. Analysts may only include one buy idea from their stocks under coverage rated Strong Buy or Outperform on the list at any given time. The list is updated only as changes occur.

Why is Stifel bullish on First Industrial Realty Trust?

Stifel analysts believe First Industrial Realty Trust is well positioned for an attractive growth trajectory. With the investor activism campaign and associated proxy-related costs now behind the company, management can refocus on executing against its core operating priorities. These priorities include driving rent roll growth, leasing up recently completed developments, and advancing the next phase of its development pipeline.

The firm notes these areas have historically been key strengths for First Industrial Realty Trust. Stifel believes successful execution should support accelerating earnings growth through year-end 2026 and above-average growth through 2028.

Additionally, with limited debt maturities over the next three years, Stifel expects little headwind to earnings and cash flow enhancements, resulting in strong annual dividend growth. The company’s ability to focus on operational execution without the distraction of activist-related matters represents a turning point for the industrial REIT, according to the analysis.

The industrial real estate sector has been a focus for investors seeking exposure to logistics and distribution properties. First Industrial Realty Trust’s portfolio positioning and development capabilities are cited as competitive advantages as the company moves forward with its strategic priorities.

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