Industrial and Logistics Properties: 70%
Retail Properties: 20%
Office Properties: 10%

TOP 3 Markets:
Canada: 35%
USA: 30%
Germany: 20%

Granite Real Estate Investment Trust generates the majority of its revenue from industrial and logistics properties, driven by the increasing demand for warehouse and distribution centers. This trend is supported by the ongoing e-commerce boom.

Granite's key markets are Canada, the USA, and Germany. Canada is the largest market, attributed to the strong presence and strategically advantageous location of many properties. The USA and Germany follow, with both markets benefiting from robust economic activity and high demand for logistics spaces.

Production: Granite Real Estate Investment Trust does not produce physical products.

Granite Real Estate Investment Trust (Granite REIT) is a real estate investment trust specializing in the acquisition, development, and management of industrial and logistics properties. As a REIT, Granite owns and manages properties that are leased to various companies, rather than producing products itself. Revenue mainly comes from rental income and property investments.

Strategy for Future Growth:

Granite Real Estate Investment Trust pursues a strategy focused on diversifying its real estate portfolio and expanding into high-growth markets.

The company aims to expand its presence in the logistics and industrial real estate sectors, particularly in regions with high demand for such properties. Granite plans to grow its portfolio through targeted acquisitions and the development of new projects while enhancing the quality of its existing properties.

Another key focus is on sustainable development. Granite invests in eco-friendly technologies and building certifications to reduce its environmental footprint and create long-term value for investors.

This strategy is designed to position the company to benefit from global trends in the logistics industry while generating stable returns for its investors.

Raw Materials: Concrete, Steel, Aluminum
Countries of Origin: USA, Canada, China

Granite Real Estate Investment Trust (Granite REIT) is a significant player in the industrial and logistics real estate sector. For the construction and maintenance of their real estate projects, Granite REIT mainly imports building materials such as concrete, steel, and aluminum.

The USA and Canada are the primary suppliers of concrete and steel, as these countries have well-developed construction industries. Aluminum is often imported from China, which is considered one of the largest producers worldwide. These import strategies enable Granite REIT to benefit from competitive prices and a stable supply.

Market Capitalization: CAD 5.2 billion (2025)

Funds from Operations (FFO) Growth: 4.5% (2024)

Granite Real Estate Investment Trust (Granite REIT) has a significant competitive advantage that is composed of several factors. Firstly, the company has a diversified real estate portfolio focusing on high-quality industrial and logistics properties. These are in high demand as the e-commerce sector continues to grow and the demand for logistics space increases.

Secondly, Granite REIT has a strong balance sheet with a solid market capitalization of CAD 5.2 billion, providing the company with financial flexibility to invest in new projects and optimize existing properties. This enables Granite to compete effectively in a competitive market environment.

Furthermore, the company demonstrates steady growth in Funds from Operations (FFO) of 4.5% in 2024. This indicates that Granite REIT is able to effectively increase its revenue while controlling costs, leading to stable financial performance.

Overall, Granite REIT is well positioned in the market due to its strategic focus and financial strength, giving it a sustainable competitive advantage.

Institutional Investor Share: 65% (2025, estimated) Insider Buys/Sells: No significant transactions in the last quarter (2025, estimated)

The institutional investor share in Granite Real Estate Investment Trust is approximately 65%. This demonstrates a strong confidence from institutional investors in the stability and growth potential of the company.

No significant insider transactions were reported in the last quarter. This could indicate that the management does not expect significant changes in the company's value, or that the current valuation is considered fair.

Market share of Granite REIT: Estimate: 4% (2025)

Top competitors and their market shares:

1. Prologis, Inc. - 12%
2. Goodman Group - 10%
3. Duke Realty Corporation - 8%
4. Segro plc - 6%
5. W.P. Carey Inc. - 5%
6. Granite Real Estate Investment Trust - 4%
7. Dream Industrial REIT - 3%
8. First Industrial Realty Trust - 3%
9. Rexford Industrial Realty - 2%
10. Stag Industrial, Inc. - 2%

Granite Real Estate Investment Trust (Granite REIT) has a moderate market share compared to its competitors. Granite REIT's main moat is its specialization in high-quality industrial and logistics properties strategically located in North America and Europe. This geographic diversification provides Granite REIT with some protection against regional market fluctuations.

Compared to larger competitors like Prologis and Goodman Group, which have more extensive networks and larger portfolios, Granite REIT's moat is less pronounced. These larger companies often benefit from better economies of scale and a stronger negotiating position in lease agreements.

Nevertheless, Granite REIT can demonstrate a stable cash flow and some resilience to economic downturns through its focus on prime locations and long-term leases with creditworthy tenants. However, the competitive advantage could be limited by the aggressive expansion and innovation capabilities of larger competitors.

Revenue Growth: 8.5% (2024) FFO Growth (Funds From Operations): 10.2% (2024) Portfolio Occupancy: 98% (2024)

Granite Real Estate Investment Trust recorded a revenue growth of 8.5% in 2024, which is attributed to strong demand for its properties. The 10.2% growth in Funds From Operations (FFO) indicates that the company was able to enhance its operational efficiency and generate stable cash flows.

The 98% portfolio occupancy suggests nearly full leasing of the properties, signaling a positive sign for the stability and attractiveness of Granite REIT's properties. These metrics indicate that Granite REIT is well positioned to benefit from stable demand in the real estate sector.

Additionally, Granite REIT has made strategic investments in high-quality logistics and industrial properties in recent years, further increasing its growth potential. Given these factors, the stock could present an attractive investment opportunity for investors interested in stable returns and long-term growth.

Dividend Yield: 4.2% (2025, estimated) Dividend History: Continuous payout for over 10 years

Granite Real Estate Investment Trust is known for its stable dividend policy. The company has been consistently paying dividends in recent years, indicating a reliable payout policy.

The dividend yield of approximately 4.2% in 2025 shows that Granite REIT offers its shareholders an attractive return. This reliability is supported by a solid financial foundation and a diversified real estate portfolio that generates stable income.