Real Estate

Risk-Adjusted Returns.
Operator-Driven Approach.

We seek to acquire strategic infill assets in high-barrier, high-growth urban markets where long-term demand for logistics real estate is primarily driven by the accelerated pace of e-commerce, supply chain adaptations, and changing consumer behaviors.

Then, through an operator-driven approach, we focus on unlocking additional value by repurposing or stabilizing the property, driving the asset’s total return. Our efforts generate value-add returns for our capital partners while operating under a low-risk profile. Our real estate portfolio is focused on the acquisition and development of first-, middle- and last-mile logistics properties in the U.S.

$ 1.6b
ASSETS UNDER MANAGEMENT

Infrastructure of a Shifting Economy

  • E-commerce

    An acceleration of e-commerce is driving significant changes among the logistics real estate space, fueling the need for distribution facilities at a rate much higher than the current cycle.

  • Supply Chain Diversification

    The rapid adaptation of e-commerce by a new group of consumers along with continued shifts in consumer behavior toward online retail has put pressure on supply chains to adapt.

  • Inventory Controls

    In order to meet future and unexpected consumer demand, suppliers may increase their inventory levels in the long term, thus increasing the need for additional warehouse space.

Case Studies

South Florida Infill Logistics Portfolio

Location

South Florida (Broward & Miami-Dade County)

Asset Type

Industrial Distribution

Sq. Ft.

700,000

Description

An aggregated portfolio of urban infill distribution and warehouse product acquired off-market through the Broward and Miami-Dade County area

Building III at ELP 55

Location

Chicago, IL

Asset Type

Industrial Distribution

Sq. Ft.

810,000

Description

Class-A distribution facility within the 30+ msf master planned rail-served logistics park, Elion Logistics Park 55

Washington D.C. Metro Industrial Distribution Portfolio

Location

Washington D.C. Metro Area

Asset Type

Light Industrial

Sq. Ft.

2.3 msf

Description

An industrial critical mass portfolio located in core infill locations throughout the Washington D.C. metro area

South River Industrial

Location

Miami, FL

Asset Type

Industrial Distribution

Sq. Ft.

169,946

Description

Speculative infill Class-A industrial development in South Florida