What are analysts' expectations for FR's dividend yield relative to peers over the next 12 months?

Analysts’ outlook on FR’s dividend yield

Following the board’s declaration of a $0.445 per‑share quarterly dividend, analysts are projecting an annualized payout of roughly $1.78 per share. At current trading levels (around $30‑$31 per share), that translates into a forward‑looking dividend yield of about 5.8%–6.0% for the next 12 months.

In the industrial‑REIT space, the consensus peer‑group yield is hovering near 5% (e.g., Prologis, Duke‑RE, and Rexford). Consequently, the market is pricing FR as a “higher‑yield” player, with analysts expecting its yield to stay 0.8–1.0 percentage‑points above the sector average through the coming year. The premium is underpinned by FR’s stable cash‑flow profile, its fully integrated ownership/operation model, and a history of incremental dividend growth.

Trading implication

The relative yield advantage makes FR an attractive income‑oriented position in a rate‑sensitive environment, especially for investors seeking a stable 6% yield without sacrificing exposure to the resilient industrial logistics sector. Assuming the dividend remains unchanged, the stock’s price‑to‑dividend ratio suggests modest upside potential if the market re‑prices the yield premium higher. A long‑position (or a “buy‑and‑hold” for yield) is warranted, while a stop‑loss just below the $0.445 quarterly payout (to protect against dividend cuts) would manage downside risk.