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The Global Plays on Growing Demand for Last Mile Industrial Real Estate

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Diversified Industries

Avi Dalfen

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

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Cross-Asset & Quantitative Research

Thematic (Sector/Industry)

Australia Real estate / Thematic (Sector/Industry)

<p><a href="https://www.smartkarma.com/entities/39" target="_blank" data-smartkarma-citation="entities:39:1">Ascendas Real Estate Investment Trust (AREIT SP)</a> announced that it will acquire a portfolio of 12 logistics properties in the United Kingdom for £207 million.   Ascendas is #22 in our ranking of publicly traded companies that are plays on the industrial segment of the Real Estate sector (see: <a href="https://www.smartkarma.com/insights/the-global-plays-on-growing-demand-for-last-mile-industrial-real-estate" target="_blank" data-smartkarma-citation="insights:22092">The Global Plays on Growing Demand for Last Mile Industrial Real Estate</a>).</p>
<p>After the transaction closes, the U.K. portfolio will make up only about 3% of Ascendas' total assets.  However, this acquisition is…</p>

Ascendas Real Estate Investment Trust (AREIT SP) announced that it will acquire a portfolio of 12 logistics properties in the United Kingdom for £207 million.   Ascendas is #22 in our ranking of publicly traded companies that are plays on the industrial segment of the Real Estate sector (see: The Global Plays on Growing Demand for Last Mile Industrial Real Estate).
After the transaction closes, the U.K. portfolio will make up only about 3% of Ascendas' total assets.  However, this acquisition is…

Frasers Logistics & Commercial Trust (FLT SP)

Ascendas Reit's U.K. Deal Juxtaposes Regional Markets for Last Mile Industrial Real Estate