Young Research & Publishing Inc.

Investment Research Since 1978

Disclosure

  • About Us
    • Contributors
    • Archives
    • Dick Young’s Safe America
    • The Final Richard C. Young’s Intelligence Report
    • You’ve Read The Last Issue of Intelligence Report, Now What?
    • Dick Young’s Research Key: Anecdotal Evidence Gathering
    • Crisis at Vanguard
  • Investment Analysis
    • Bonds
    • Currencies and Gold
    • Dividend Investing
    • ETFs & Funds
    • Investment Strategy
    • Retirement Investing
    • Stocks
    • The Efficient Frontier
  • Investment Counsel
  • Dynamic Maximizers®
  • Retirement Compounders®
  • Free Email Signup

How to Play the Online Shopping Trend without Betting on Amazon

September 11, 2018 By Jeremy Jones, CFA

By Production Perig @ Shutterstock.com

The shift toward online shopping is a formidable trend that shows few signs of slowing anytime soon, but outside of Amazon (which appears to be priced for perfection) there aren’t a lot of good ways to gain exposure. JP Morgan’s real estate arm has found one. The company is playing the ecommerce trend by investing in industrial real estate, but not the typical warehouses that Amazon and others use to store their goods. JP Morgan is buying freight-transportation properties. These are properties that are used to move, prepare, or sort goods for delivery. Think truck terminals and parcel-processing facilities.

For investors in public markets, UPS and Fedex offer exposure to assets that are similar to those JP Morgan is investing in.

Bloomberg has more.

“Our investment in the Realterm Logistics portfolio not only allows us to increase our exposure to the U.S. industrial market, but it also diversifies our existing industrial investments,’’ Firth said.

The properties are used to move, prepare or sort goods for delivery, such as a truck terminal or parcel-processing facility, as opposed to warehouses where inventory is kept until it’s ready to be shipped to a retail store, said Robert Fordi, chief executive officer of Realterm’s logistics unit. As online purchases increase, the need for these facilities will grow, said Fordi.

The Annapolis, Maryland-based logistics operation company now manages more than $3 billion of assets.

 

Share this:

  • Email
  • Twitter
  • Facebook

You Might Also Like:

  • Will Kroger Beat Amazon to High-Tech Grocery Shopping?
  • Truckers Reap the Rewards of Online Shopping Boom
  • Is Wal-Mart Ready to Compete with Amazon Online?
  • Author
  • Recent Posts
Jeremy Jones, CFA
Jeremy Jones, CFA, CFP® is the Director of Research at Young Research & Publishing Inc., and the Chief Investment Officer at Richard C. Young & Co., Ltd. Richard C. Young & Co., Ltd. was ranked #5 in CNBC's 2021 Financial Advisor Top 100. Jeremy is also a contributing editor of youngresearch.com.
Latest posts by Jeremy Jones, CFA (see all)
  • Is the Great Job Boom Over? - June 24, 2022
  • Will ESG Do to Steel Prices What It Did to Gas Prices? - June 23, 2022
  • Apple Shares Resilient in the Face of Recession - June 22, 2022

Search Young Research

Most Popular

  • Will the Fed Stick to Its Course?
  • RECESSION? Dow 25,000, $8 Gas, Rising Interest Rates, Spell Mid-term Crack Up
  • Investing During a Recession
  • Swiss National Bank Surprises World with Rate Hike
  • Kellogg Cuts Loose with Split Plan
  • The Power of a Compound Interest Table
  • MONEY TALKS: The Best Service in Paris
  • Predictions of MEGA-SPENDING on Metaverse
  • Apple Shares Resilient in the Face of Recession
  • Vanguard Wellesley (VWINX) vs. Wellington (VWELX): Which Fund is Best?

Don’t Miss

Default Risk Among the Many Concerns with Annuities

Risk and Reward: An Efficient Frontier

How to be a Billionaire: Proven Strategies from the Titans of Wealth

Could this Be the Vanguard GNMA Winning Edge?

Cryptocosm and Life After Google

Warning: Avoid Mutual Fund Year End Distributions

Is Gold a Good Long-term Investment?

How to Invest in Gold

Vanguard Wellington (VWELX): The Original Balanced Fund

What is the Best Gold ETF for Investing and Trading?

Procter & Gamble (PG) Stock: The Only True Dividend King

The Dividend King of the North

You’ll Love This if You’re Dreaming of an Active Retirement Life

RSS The Latest at Richardcyoung.com

  • Greetings From Paris & Le Bristol Hotel
  • The Most Controversial Restaurant in Paris?
  • Your Survival Guy: Clearing the Decks, Buying a Boat, Seeing the World and More
  • Russia’s “Unsubtle” Artillery Attacks Not Necessarily “Archaic”
  • FLORIDA DODGED A BULLET: Elected Superb DeSantis Over Unstable Gillum
  • Biden, a Job Killing Machine
  • Good News for the 2nd Amendment
  • La Fontaine De Mars: Best Sunday Paris Lunch
  • My 10 Favorite Books about France, Plus a Bonus for You
  • BREAKING: Supreme Court DISMANTLES New York’s Unconstitutional Gun Laws

About Us

  • About Young Research
  • Archives
  • Contributors

Our Partners

  • Richard C. Young & Co.
  • Richardcyoung.com

Copyright © 2022 | Terms & Conditions

 

Loading Comments...
 

    loading Cancel
    Post was not sent - check your email addresses!
    Email check failed, please try again
    Sorry, your blog cannot share posts by email.