Mapping the next decade of Sun Belt industrial.
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Insights
Notes from the field.
Periodic writing from our team on the asset class, the markets we operate in, and the lessons we draw from running the portfolio.
Published
Market Note
Why small-bay supply isn't coming back.
Structural scarcity in small-bay industrial flex — and why it's the most reliable edge in the asset class.
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Operating LessonExpense recoveries: the lever most flex owners leave on the table.
The most overlooked source of value-add in flex: converting leases to true NNN and recovering taxes, insurance, and CAM.
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In preparation
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Notes from the field.
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