U.S. Diversified Logistics Portfolio

Logistics | Various U.S.

Desirable urban in-fill industrial estates in major U.S. markets.

Investment Details

Property Type
Logistics
Location(s)
Various U.S.
Square Feet
14,600,000

Transaction Details

Acquired
2025
Purchase Price
$253 Million
Ownership %
20%

Investment Details

Property Type
Logistics
Location(s)
Various U.S.
Square Feet
14,600,000

Transaction Details

Acquired
2025
Purchase Price
$253 Million
Ownership %
20%

Desirable urban in-fill industrial estates in major U.S. markets.

Asset Highlights

Property Income
Steady rent growth and long-term value appreciation anticipated from strong in-place cash flows and significant mark-to-market rent opportunities.
Projected Profit
80% of properties are <300,000 SF, a segment where supply is relatively limited and vacancy rates are 70 bps below U.S. industrial average.
Real Estate
Assets in the portfolio feature shorter WALTs, making them especially attractive in current environment given pent-up rent growth driven by strong demand and lack of new competitive supply being delivered.

Location Highlights

building location
Portfolio is largely focused in the Midwest and Sunbelt, located across 10 major markets, including Atlanta, Columbus, and Dallas-Fort Worth.
diversification
Geographic diversification provides increased exposure to logistics sector, without adding outsized exposure to a single asset or location.
Proximity
These strategically-concentrated assets often represent “mission-critical” infrastructure for regional and local small business operations.