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📈 ILTA: Industrial REITs show strong performance

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The Irbis Index
March 02, 2025

Welcome to this week’s update on the Irbis Logistics Transportation Index (ILTA)!

The Irbis Index is a monthly dashboard that provides a comprehensive overview of changes within various industries, centered around our core expertise – logistics. 

We’re curious about new ways to leverage asymmetry of information to enhance investor returns.

The Irbis Index is a tool we are developing to reveal hidden correlations between global macroeconomic trends and events and the industries in which we’re investing. 

The Index tracks the market by highlighting key trends of large players across related industries.

On the 5th of each month, we issue the updated Index covering the preceding month and all associated trends.

We also provide weekly updates on the Irbis Logistics Transportation Index (ILTA), which tracks the logistics and transportation industry across Europe and North America.

To find The Irbis Index for January 2025, click here.

The transportation and logistics sector demonstrated mixed performance for the week ending March 1, 2025, with the Irbis Logistics Transportation Average (ILTA) closing at $918.52, reflecting a marginal decline of 0.079% over the 5-day period.

The index's performance was shaped by notable gains in the Industrial REITs offset by declines in Railroads and Trucking companies.

Biggest Gainers:

  • Industrial REITs showed strong performance, with Lineage leading the pack with a substantial gain of 12.60%, driven by robust financial results, followed by Americold Realty Trust at 3.33%, and Prologis Inc at 2.55%.

Biggest Decliners:

  • The Railroads sector faced headwinds, with Canadian National Railway (CNI) dropping 2.21%, Norfolk Southern Corp (NSC) declining 0.58%, and Union Pacific Corp (UNP) down by 0.56%.

  • The Trucking sector experienced notable losses, led by JB Hunt Transport Services (-3.98%), followed by Kuehne + Nagel (-3.53%) and Knight Swift Transportation (-1.89%).

For more information about ILTA, historical performance, methodology, breakdown by sector and industry, and comparison to major world indices, please visit irbisindex.com.

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