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First Industrial upgraded to Outperform from Peer Perform at Wolfe Research

Wolfe Research last night upgraded First Industrial Realty to Outperform from Peer Perform with a year-end 2025 $64 price target. The company’s footprint is facing some of the highest supply in the sector, but a recent decline in starts should help it “considerably,” the analyst tells investors in a research note. The firm estimates First Industrial will produce two year earnings growth of 9% from 2024 to 2026. Wolfe says First Industrial lacks some of the acquisition accounting headwinds of other industrial real estate investment trusts, while on a net basis its development pipeline has more upside than downside.

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