Industrial Real Estate: "Power Supply Is the New Ceiling Height"
“Demand for warehouse workers is growing faster than the labor supply, and that could drive up costs for fulfillment center operations as digital...
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JD.com Reveals JD Logistics Progress & Plan to Create a 'Mini GLP' Using Its China Warehouse Assets
When Jd.Com Inc (Adr) (JD US) reported Q218 earnings on August 16th, we were watching closely to see whether the company revealed any information...
437 Views
Repurposing Old Industrial Real Estate for Last Mile Logistics: Now Happening at a Location Near You
The Drivers Behind the Change We expect the Last Mile Industrial segment of the Real Estate sector to outperform the broader Real Estate sector for...
373 Views
Alibaba's FY18 20-F Reveals CaiNiao Network Details: Slower Top-Line Growth, Still Losing Money
After a long delay, Alibaba Group Holding (BABA US) finally released its March 2018 20-F filing last Friday (link here). For us, the most...
490 Views
Asia’s Exciting Outlook for Last Mile Industrial Real Estate
As confirmed by a new report from Cbre Group Inc A (CBG US) (see: CBRE report), “Despite an uncertain geopolitical environment, the global economy...
474 Views