Concord Airport Business Park - 7045 Aviation Blvd NW , Concord, NC 28027 Link Logistics is a U.S.-based real estate company that specializes in logistics-focused industrial properties. Founded by Blackstone in 2019, the company owns, operates, and develops one of the largest portfolios of logistics real estate in the United States. As of mid-2025, Link Logistics manages over 500 million square feet of industrial space across more than 3,000 properties. Its portfolio includes

RV & Boat Storage - Illustrative facility, WA Introduction: Public Storage (NYSE: PSA) is the largest self-storage real estate investment trust (REIT) and a market leader with a broad national portfolio. This report provides a deep-dive analysis of Public Storage’s asset strategies – including redevelopment, stabilization, ground-up development, and opportunistic acquisitions – framed for three key stakeholder perspectives: REIT investors , private equity developers/investor

Executive Summary:   The U.S. industrial real estate sector in Q3 2025 is navigating a deliberate downshift from its pandemic-era boom. Market fundamentals remain relatively healthy but have softened: national vacancy sits around 7.5% , a decade-high but only slightly above long-term norms, while rent growth has decelerated to roughly +1.4% year-over-year (YoY)  – its slowest pace since 2012. After record expansion, supply additions are finally outrunning demand , pushing vac

In the post-pandemic landscape, industrial real estate has split into clear submarkets – large “bulk” distribution centers, mid-sized logistics facilities, and small last-mile warehouses – each exhibiting different performance and risk profiles. This report provides a strategic market brief and underwriting guide on why cap rates diverge across these logistics asset classes. Using the MMCG database (compiling national industrial market data), we examine key value drivers, com