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, a trajectory consistent with the full-year 2025 outlook that anticipated vacancy st

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

Executive Summary Scale & Market Position:  Blackstone Inc. (NYSE: BX) is the world’s largest owner of commercial real estate, with a global portfolio value exceeding $600 billion  and over 12,000 properties owned . Its real estate arm manages $339 billion of investor capital  and benefits from Blackstone’s total $1.21 trillion  in assets under management. This unparalleled scale provides diversification and access to capital, making Blackstone a bellwether in the CRE market.

Company History and Evolution Prologis was founded in 1983 (originally as AMB Property Corp.) and has grown over four decades into a...

Introduction Investors and brokers are witnessing a transition in the U.S. industrial real estate landscape in 2025. After a pandemic-fueled boom that saw record construction and absorption, the market is stabilizing and normalizing. A closer examination of current industrial market dynamics at the national level reinforces these regional patterns. Nowhere is this more evident than in the top five industrial markets  — Dallas–Fort Worth, the Inland Empire, Chicago, Houston,

Executive Summary Market Cooling After Frenzied Growth:  The U.S. industrial real estate sector in mid-2025 is experiencing a moderate cooldown after the pandemic-era boom. Vacancy rates have climbed to a decade high (~7.4%) as of Q3 2025  – up from historic lows under 4% in 2022 – amid nearly three years of supply outpacing demand. Softer market conditions have shifted bargaining power towards tenants, with annual rent growth slowing to just 1.6%, the weakest since 2012 . In

San Francisco’s real estate landscape is navigating a pivotal phase in mid-2025. After several turbulent years, the market is showing early signs of stabilization and recovery, albeit unevenly across sectors. This report – from the perspective of a feasibility advisory firm – examines current conditions and recovery signals in four key sectors (Office, Multifamily Residential, Retail, Industrial) and discusses recent leadership and policy changes shaping the city’s outlook. T

615 Aviation Rd, Reading, PA 19601 Property & Tenancy: The subject property a t 615 Aviation Rd, Reading, PA 19601 is a newly built (2023) Class A industrial distribution facility of 251,028 SF, fully leased to FedEx (single tenant) on a long-term NN lease through March 2033 at $10.51/SF . This trophy logistics asset occupies 37.6 acres in Berks Park 183 (Reading, PA) and features modern specifications suitable for a major distribution hub. The FedEx lease provides a stab

Introduction:  This case study presents a comprehensive  data center feasibility study  and investment analysis  of the QTS Phoenix DC1 facility at 1200 N 40th St, Phoenix, AZ. QTS Phoenix DC1 is a newly built (2023) 4-Star Industrial Telecom/Data Hosting asset, strategically located in the Sky Harbor/North Airport submarket of Phoenix. We target this report to lenders, developers, and institutional investors, focusing on the data center’s financial performance ,  capital str

Cold/Refrigerated Storage - 3151 Regatta Blvd, Richmond, CA 94804 Executive Summary The refrigerated storage sector plays a strategic role in the United States food and pharmaceutical supply chain, serving as the critical link that keeps perishable products safe from farm or factory to consumer. Major trends shaping this industry include surging demand for fresh and organic foods, the rise of e-commerce grocery fulfillment, and a strong push toward automation and energy eff

The U.S. hyperscale data center market has expanded rapidly over the past decade, driven by the convergence of cloud adoption, AI/ML workloads, and digital transformation across industries. Revenue reached approximately $111 billion in 2025 (a 13.1 percent CAGR from 2020), and is forecast to grow at an 8.2 percent CAGR to about $165 billion by 2030 . Investors continue to view hyperscale facilities as critical infrastructure—akin to roads or power grids—for the digital econo

Executive Summary Escalating U.S. tariffs have introduced significant uncertainty into trade-dependent industries. With effective tariff...

Pier 29, San Francisco, CA Market Overview: Current Industrial Real Estate Conditions The U.S. industrial real estate market—spanning warehouses, logistics hubs, flex spaces, and manufacturing facilities—is entering a new phase of transition in 2025. After an extraordinary boom fueled by e-commerce and inventory expansion in 2020–2022, market conditions have recently shifted in favor of tenants as supply growth outpaced demand. National vacancy rates have climbed for eleven c

By April 17 2025, the Trump administration’s new tariffs—25 % on most Mexican and Canadian goods and an extra 10 – 20 % on Chinese...

US Electronics Manufacturing Under Tariff Pressures: Shifting Dynamics and New Opportunities The United States electronic component and...