...Fitch has lowered its fundamental outlook for U.S. industrial REITs to stable from positive. U.S. industrial fundamentals are healthy, with demand exceeding new supply in most major markets. Fitch expects industrial REIT sector same-store NOI to grow by 3%¡3.5% in 2015. However, expectations for U.S. economic and world trade growth over the course of the year are lower. Moreover, U.S. dollar strength could weaken manufacturing and exports. Nevertheless, solid U.S. economic and employment growth and ongoing supply chain reconfiguration, particularly from e-commerce tenants, should help offset these negatives....
