East Group Properties (EGP) is considered a core holding despite trading at a premium valuation and having development and Sun Belt risks.
Source Post
East Group Properties (EGP): High Growth Industrial REIT #reits
Sep 17, 2026
The creator highlights East Group Properties (EGP) as a potentially top holding, citing its focus on infill, shallow bay distribution in high-growth markets, strong leasing, experienced development team, and a recent dividend increase. However, they note that EGP is currently trading at a premium valuation and carries risks related to development, lease-up, industrial demand sensitivity, and its Sun Belt focus.
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