The dynamics in the cold storage sector are complicated, but the outlook remains strong.

After seeing a windfall of flows in 2021, real estate ETFs have experienced net outflows of $2.1 billion so far in 2022.

Activist investor Jonthan Litt owns a stake in Healthcare Realty, which is proposing to buy Healthcare Trust of America Inc.

“This is the first quarter we have seen a return to normal conference season,” says one industry insider.

REIT balance sheets remain strong and management teams believe they are prepared to weather any economic setbacks.