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Link Logistics Real Estate: Strategic Analysis
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
Nov 16, 20258 min read


Public Storage REIT – Strategic Asset Analysis for Investors, Developers, and Lenders
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
Nov 16, 202513 min read


Current State of the U.S. Industrial Real Estate Market – Q3 2025
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
Oct 24, 202534 min read


Industrial & Logistics: From Bulk to Last‑Mile—What Moves Cap Rates
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
Oct 20, 202522 min read


Analysis of Blackstone CRE Portfolio
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.
Oct 15, 202537 min read


Prologis, Inc.: Strategy and Portfolio Overview of a Global Logistics REIT
Company History and Evolution Prologis was founded in 1983 (originally as AMB Property Corp.) and has grown over four decades into a...
Sep 3, 202520 min read


The Top Five U.S. Industrial Markets in 2025: An Investor’s Deep Dive
Introduction Investors and brokers are witnessing a transition in the U.S. industrial real estate landscape in 2025. After a...
Jul 15, 202523 min read


2025 U.S. Industrial Real Estate Outlook: E-Commerce Boom and Logistics Expansion
Executive Summary Market Cooling After Frenzied Growth: The U.S. industrial real estate sector in mid-2025 is experiencing a moderate...
Jul 8, 202542 min read


San Francisco Real Estate Recovery in Mid-2025: Sector Insights and Policy Shifts
San Francisco’s real estate landscape is navigating a pivotal phase in mid-2025. After several turbulent years, the market is showing...
Jun 25, 202522 min read


Distribution Center Financial Case Study 615 Aviation Rd, Reading, PA (Berks Park 183)
615 Aviation Rd, Reading, PA 19601 Property & Tenancy: The subject property a t 615 Aviation Rd, Reading, PA 19601 is a newly built...
Jun 12, 202514 min read


QTS Phoenix DC1 Data Center Feasibility Study & Investment Analysis
Introduction: This case study presents a comprehensive data center feasibility study and investment analysis of the QTS Phoenix DC1...
Jun 8, 202519 min read


Refrigerated Storage Industry Analysis in the US, Current Market and Outlook
Cold/Refrigerated Storage - 3151 Regatta Blvd, Richmond, CA 94804 Executive Summary The refrigerated storage sector plays a strategic role...
May 21, 202537 min read


Hyperscale Data Center Sector Overview
The U.S. hyperscale data center market has expanded rapidly over the past decade, driven by the convergence of cloud adoption, AI/ML...
May 1, 20255 min read


Impact of U.S. Tariffs on Logistics & Industrial Real Estate: An Investment Briefing
Executive Summary Escalating U.S. tariffs have introduced significant uncertainty into trade-dependent industries. With effective tariff...
May 1, 20254 min read


U.S. Industrial Real Estate Market Analysis and Outlook (2025)
Pier 29, San Francisco, CA Market Overview: Current Industrial Real Estate Conditions The U.S. industrial real estate market—spanning...
Apr 25, 20257 min read


How the 2025 Tariff Wave Could Reshape U.S. Vegetable Farming
By April 17 2025, the Trump administration’s new tariffs—25 % on most Mexican and Canadian goods and an extra 10 – 20 % on Chinese...
Apr 17, 20254 min read


US Electronics Manufacturing Under Tariff Pressures: Shifting Dynamics and New Opportunities
US Electronics Manufacturing Under Tariff Pressures: Shifting Dynamics and New Opportunities The United States electronic component and...
Apr 17, 20254 min read
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