Q: In a recent answer about DIR.UN you mentioned reports of inventory buildups in the US in anticipation of potential tariffs with the incoming administration. Would PLD be a good way to take advantage of this possible trend? Between PLD and DIR, which REIT do you prefer for the long-term (5+ years)?
5i Research Answer:
Yes, we think PLD should benefit from the theme, if it continues. Note however that once tariffs...