The Industrial REITs Data Guide (2026)

Industrial REITs data stacks three layers: listed-equity fundamentals, property-market fundamentals, and the demand and rate series that drive both. Datadory catalogs 15 primary datasets for the sector, supplied by thirteen distinct publishers and averaging 7.33 on the catalog's 10-point quality rubric against a catalog-wide mean of 7.81 across all 1,744 datasets - with eight records scoring 8 or higher, led by SEC EDGAR's companyfacts at a perfect 10. The equity layer runs on SEC EDGAR. The XBRL companyfacts record exposes every fact a registrant has ever reported as JSON - 586 us-gaap concepts for Prologis alone, with revenue facts verified from CY2016 through CY2026Q1 - while the full filing index by CIK lists every 10-K, 10-Q and 8-K with document links, Prologis history verified back to September 1997. Around those two records sit three screens of the tradable universe: Nasdaq's screener pull covers all 7,079 US-listed securities including 226 tagged REITs, StockAnalysis.com keeps a focused 15-row REIT Industrial table, and Wikipedia's list of public US REITs holds 62 rows of which only 2 are tagged Industrial. Nareit owns the benchmark layer. The quarterly T-Tracker carries about 274 variables across 107 quarterly columns of FFO, NOI, same-store NOI, occupancy and leverage by property sector (2000 Q1 through 2026 Q2), and the FTSE Nareit return series covers 21 sectors back to 1972, including a dedicated Industrial file. FTSE Russell's Real Estate Index Suite supplies the methodology beneath it - ground-rules documents defining eligibility, listing, liquidity and float tests, plus the property-sector classification that assigns warehouse landlords to the Industrial cohort. Property-market fundamentals come from one broker source: Cushman & Wakefield ships a national US Industrial MarketBeat edition plus dozens of metro editions each quarter - San Mateo, NY Outer Boroughs, Tri-State, St. Louis, Port of NY/NJ and more - with submarket and building-size tables. Demand indicators are public-agency data: Port of Los Angeles TEU counts monthly since 1981, Census MWTS wholesale sales and inventories for roughly 40 kinds of business, ISM's PMI diffusion indices with Manufacturing history to the 1940s, and EIA's Cushing WTI spot price since January 1986. Treasury's daily par yield curve across 15 maturities anchors the valuation layer. Browse the whole pool on the industrial-reits data hub.

Four rows, one from each layer, exactly as they arrive:

# Listed-equity fundamentals - SEC EDGAR XBRL companyfacts (Prologis)
entityName : Prologis, Inc.
concept    : Revenues
period     : 2026-01-01 -> 2026-03-31
val        : 2297723000
form       : 10-Q     filed: 2026-04-30
accn       : 0001193125-26-197850
frame      : CY2026Q1

# Benchmark operations - Nareit T-Tracker, Industrial sector, 2026 Q2
FFO_millions             : 2444.909
NOI_millions             : 3237.026
dividends_paid_millions  : 1796.04
same_store_NOI_yoy_pct   : 5.12
occupancy_pct            : 93.54
debt_to_market_assets_pct: 26.83

# Demand - Port of Los Angeles container statistics, July 2026
Loaded Imports : 499551.50 TEU
Loaded Exports : 111775.50 TEU
Total Loaded   : 611327.00 TEU
Total          : 960464.25 TEU
YoY % Change   : -5.82%

# Rates - US Treasury daily par yield curve, 08/20/2026
1 Mo : 3.80     2 Yr : 4.19
10 Yr: 4.69    30 Yr : 5.23

Three properties reward attention before anything gets built on top. First, provenance travels with the value: an EDGAR fact carries the accession number and form that reported it, so Q1 2026 revenue can be quoted as-of its filing date rather than as-of today. Second, units are explicit - TEUs beside throughput, percent beside occupancy and yields, millions of dollars beside FFO - so nothing lands in a warehouse as a bare number waiting to be mislabeled. Third, shapes differ by design: the equity screens and MarketBeat editions are point-in-time snapshots, while yields, TEU counts and index returns accrue period by period.

The 15 primary records sort into four working groups: SEC filings and equity screens, Nareit benchmark series, property-market reports, and demand-and-rate indicators.

Filings, fundamentals and equity screens

Benchmark and index series

• Nareit T-Tracker, quarterly operational performance (quality 8). FFO, NOI, same-store NOI, dividends, occupancy, leverage and cap rates for 21 equity and mortgage sectors plus All Equity/All REIT totals - about 274 labelled variables across 107 quarterly columns from 2000 Q1 through 2026 Q2.
• Nareit historical REIT returns, the FTSE Nareit US Real Estate Index Series (quality 7). Twenty-one sector series plus two index-level series spanning the whole listed market, with annual returns beginning in 1972 and multi-decade monthly history per sector, including a dedicated Industrial file.

Property-market fundamentals

• Cushman & Wakefield US Industrial MarketBeat (quality 7). The only property-fundamentals record here: one national edition plus dozens of metro editions each quarter covering supply, net absorption, vacancy and asking rents, tabulated by submarket and building-size class. Coverage is verified back to Q4 2025, with H1 mid-year supplements between quarters.

Demand and rate indicators

• Port of Los Angeles cargo statistics (quality 8). Monthly loaded-import, loaded-export, empty and total TEU counts with per-year history back to 1981 and the latest verified month of July 2026.
• Census Monthly Wholesale Trade Survey (MWTS) and MRTS (quality 8). Monthly estimates of wholesale sales, inventories and inventories/sales ratios across roughly 40 NAICS kinds of business within merchant wholesale trade (NAICS 42), current through June 2026, with multi-decade time series behind the levels.
• US Treasury Daily Yield Curve Rates (quality 9). One row per business day across 15 par-yield maturities from 1 month to 30 years - 160 verified business days for 2026 so far - with prior years reaching back to the 1990s.
• ISM Report On Business (PMI) (quality 5). Monthly Manufacturing, Services and Hospital diffusion indices for new orders, production, employment, supplier deliveries, inventories and prices, with Manufacturing history back to the 1940s - the longest exogenous demand series in the pool.
• EIA Cushing WTI Spot Price (quality 7). About 490 monthly observations since January 1986, with weekly and daily variants, sitting beside thousands of sibling petroleum logistics and storage series in EIA's navigator; verified through July 2026.
• FTSE Russell Real Estate Index Suite (quality 6). Official home of the FTSE Nareit US and FTSE EPRA Nareit families. Its ground-rules documents define index scope - eligibility, listing, liquidity and float tests, rebalance schedules, and the property-sector classification that assigns constituents to the Industrial cohort - making it the methodology reference behind the return series.

Because assembling this pool is the easy part; keeping it honest is not. Three failure modes account for most industrial-REITs pipelines that quietly go wrong:

Restatement blindness. EDGAR's companyfacts carries every vintage of every fact - Prologis Q1 2026 revenue arrives stamped with the accession number, form type and filing date that reported it. Pipelines that keep only the latest value erase the audit trail; Datadory stages vintages so a point-in-time model sees exactly what a filer had said as of any date.

Sector-definition drift. The same "industrial REIT" is 15 names on StockAnalysis.com, 226 REIT-tagged rows in Nasdaq's screener, and 2 tagged rows in Wikipedia's 62-line table. Whichever definition a model assumes silently changes its universe; Datadory pins the definition with the delivery and documents the reconciliation.

Unit and shape collisions. TEUs, millions of dollars, percent, dollars per square foot per year and index points all live in this pool - half of it as point-in-time snapshots, half as accruing time series. Every delivered value rides with its unit, snapshots stage as dated vintages, and moving series append.

Every delivery ships the complete field dictionary, validation rows for the records you name, and coverage documentation down to the quarter and the metro edition. Name the tickers, tenors, metros and quarters once; industrial REITs data arrives assembled, documented and refreshed on the clock you chose - daily, weekly, or hourly.

Three personas drive most industrial-REITs data searches, and their phrasings map cleanly onto this pool.

Data scientists anchor modeling pipelines on the two EDGAR records: companyfacts for XBRL fundamentals and the submissions index for filing event streams, then join Nareit's T-Tracker as a sector-level target variable. Their queries read like "reit fundamentals from sec xbrl" and "nareit t-tracker data." Catalog-wide, 666 of the 1,744 datasets reach top-tier relevance for this persona - and SEC EDGAR sits among the 125 top-rated picks carrying a perfect quality score of 10.

Market researchers build client-ready chapters from Cushman & Wakefield's metro MarketBeat tables, Census MWTS demand series and Port of LA throughput, citing institutional publishers rather than ad-hoc aggregators. Their phrasings run "cushman wakefield industrial marketbeat" and "wholesale inventories sales ratio history." Of the 1,744 cataloged datasets, 786 rate strongly relevant for this persona.

Investors and quant researchers screen the universe with Nasdaq's 7,079-row pull and StockAnalysis.com's 15-name list, benchmark with the 21 FTSE Nareit sector series back to 1972, and stress-test valuations against Treasury's daily curve - searching things like "publicly traded industrial reits list tickers" and "daily treasury yield curve rates." Catalog-wide, 105 of the 286 strongly relevant records for this persona score a perfect 10, SEC EDGAR among them.

Journalists and academics quote the demand series directly: Port of Los Angeles TEU counts, ISM's PMI headlines and Census wholesale tables - institutional statistics built to survive citation.

Every figure below comes straight from the cataloged source records, as of August 2026:

What is industrial REITs data?

Three layers in one pool: listed-equity fundamentals from SEC EDGAR, benchmark operations and returns from Nareit, and the demand-and-rate series that drive both. Datadory catalogs 15 primary records for the sector, averaging 7.33 on its 10-point quality rubric, led by the XBRL companyfacts record at a perfect 10.

What is the Nareit T-Tracker?

Nareit's quarterly operational performance series for the US listed REIT industry. It reports FFO, NOI, same-store NOI, dividends, occupancy, leverage and cap rates for 21 equity and mortgage sectors, spanning about 274 labelled variables across 107 quarterly columns from 2000 Q1 through 2026 Q2, published each quarter as a workbook beside the commentary PDF.

Which record carries REIT fundamentals?

SEC EDGAR's XBRL companyfacts record: every fact a registrant has ever reported - revenues, net income, shares outstanding - keyed by CIK in JSON with per-fact source filing references. For Prologis it holds 586 us-gaap concepts with revenue facts from CY2016 through CY2026Q1.

Which dataset has historical industrial REIT sector returns?

Nareit's FTSE Nareit US Real Estate Index Series: 21 sector files plus two index-level files, with annual returns beginning in 1972 and multi-decade monthly history per sector including a dedicated Industrial file. FTSE Russell's ground-rules documents define the sector classification beneath it.

How many ways can the industrial REIT universe be defined?

Three screens differ in scope. StockAnalysis.com's REIT Industrial page lists exactly 15 US-listed stocks with market cap, volume and revenue. Wikipedia's list of public US REITs holds 62 rows, only two tagged Industrial. Nasdaq's screener covers 7,079 securities with 226 carrying the REIT label.

What data predicts warehouse demand near major ports?

Port of Los Angeles cargo statistics give the cleanest read: monthly TEU counts split into loaded imports, loaded exports and empties, with per-year history back to 1981 and the latest verified month of July 2026. Pair them with Census MWTS wholesale inventories and the ISM Manufacturing PMI as upstream demand checks.

Where do I find industrial vacancy and rent data by metro?

Cushman & Wakefield's US Industrial MarketBeat: one national edition plus dozens of metro editions each quarter, covering supply, net absorption, vacancy and rents with tables by submarket and building-size class. Coverage is verified back to Q4 2025, with H1 mid-year supplements between quarters.

What interest rate data should I use for REIT valuation models?

Treasury's daily par yield curve rates: one row per business day across 15 maturities from one month to 30 years, organized per calendar year with history reaching the 1990s. Combine the long end with Nareit T-Tracker cap rates to track spread compression across property sectors.

These pages extend this guide: