The Case for Infill: A Strategic Approach to Industrial Real Estate in Changing Markets
Industrial real estate markets are undergoing significant transformations, driven by rezoning trends, shifting tenant demands, and evolving logistical priorities. Infill development—a strategy focused on repurposing urban and suburban industrial properties—is emerging as a key solution to these challenges. It offers a sustainable and profitable approach to meet rising demand, particularly in high-demand, densely populated areas.…
Record Levels of “Dry Powder” Fueling Industrial Growth
The amount of available capital, or dry powder, earmarked for U.S. real estate investments remains at record levels. As of early 2024, closed-end funds have $253 billion in dry powder, with $209 billion specifically allocated to equity investments. Although there’s been a slight decline since the 2022 peak, this figure represents a 27% increase over…
Cap Rate Compression: A Strong Signal of Investor Confidence
One of the clearest indicators of industrial real estate’s popularity is the significant compression of cap rates in the sector. Since 2010, industrial cap rates have compressed by almost 300 basis points, outpacing other asset classes like multifamily (30 basis points) and retail (50 basis points)(wp3). Cap rate compression signals that investors are willing to…
Why Infill Industrial Properties Are Set to Outperform
Infill industrial real estate—industrial properties located close to densely populated urban centers—has emerged as one of the most promising sectors in today’s real estate landscape. Fueled by rising e-commerce demands, strong liquidity fundamentals, and both downside protection and upside potential, infill industrial properties are becoming top targets for investors seeking stable and lucrative returns. Here’s…
Why Foreign Investors Are Betting Big on Industrial Real Estate
As of 2024, foreign investment in U.S. industrial real estate has surged to unprecedented levels, with industrial assets now attracting the highest share of foreign capital across any real estate sector. This shift underscores a rising confidence in industrial properties, as investors seek stability, growth, and robust returns in a rapidly evolving economic landscape. Here’s…
Onshoring: Challenges, Benefits, and Impact on U.S. Industrial Logistics and Supply Chain
In recent years, onshoring—also known as reshoring—has emerged as a strategic response to the vulnerabilities exposed by global supply chain disruptions, geopolitical tensions, and economic uncertainties. This process involves bringing manufacturing and production activities back to a company’s home country rather than relying on offshore production. For U.S. companies, onshoring offers numerous advantages, particularly in…
The Fort – An Entrepreneurship Podcast – with Chris Powers and Dov Hertz.
The Fort – An Entrepreneurship Podcast On Today’s episode of The Fort Podcast: The Greatest Land Assembler New York Has Ever Seen – Dov Hertz Founder of DHPH with Chris Powers.
In The News
This article was just released today, regarding the ‘New Permit Rule’ that is for Warehouses in NYC. “Under the new rule, any new proposed last-mile facility in the five boroughs will now have to apply for a special permit from the City Planning Commission. With the City Council’s tradition of member deference, that means a single lawmaker…