Discussion
I've been calling industrial brokers to understand the service side of this sector and I keep ending up in the same argument, so I want to put it to the room. The pitch for qualit…
Discussion
I've been reading deal memos to understand how private money actually sizes industrial risk, and the same argument keeps showing up in the risk sections without ever getting resol…
Discussion
Two buildings in front of me in a small market three hours from anything institutional. First one: 1985 build, 22 foot clear, four dock doors, 19,000 square feet, one tenant payin…
Discussion
The absorption rebound everyone points to for 2026, the jump toward 220 million square feet, leans on three drivers: reshoring, manufacturing, and data-center-adjacent demand. The…
Discussion
Been following the industrial supply correction for a couple of months now and the story is pretty consistent. Vacancy around 6.7 percent at the end of 2025, construction starts w…
Discussion
31,000 sf rear-load box, 28 foot clear, infill submarket about 20 minutes from the port road. I bought it two years ago with 14 months of term left and I've been carrying it half…
Discussion
What pulled me toward industrial in the first place was reading that leases here run long and net, meaning the tenant carries taxes, insurance, and maintenance, and I collect a ch…