銘柄分析 産業ファンド（3249）

The article analyzes Industrial & Infrastructure Fund Investment Corporation (IIF), a J-REIT specializing in logistics and infrastructure properties. The author highlights its appeal, including a high dividend yield of over 5%, stable cash flow from long-term fixed-rent contracts (over 80% of the portfolio), and a balanced asset mix of growth-oriented logistics facilities and defensive infrastructure assets. The risks mentioned are rising interest rates, a potential downturn in the logistics market, and the volatility of the investment unit price. The author concludes that IIF is a reliable part of their portfolio for steady income.