Mapletree Industrial Trust Deal Underscores Data Centres' Impact on Global Industrial Real Estate

Industrial Real Estate: "Power Supply Is the New Ceiling Height"

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

Still “Early Days” for the Last Mile Industrial Segment of the Real Estate Sector

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. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Thematic (Sector/Industry)

Israel Real estate / Thematic (Sector/Industry)

<ul>
<li>Global industry pure play leader <a href="https://www.smartkarma.com/entities/3593" target="_blank" data-smartkarma-citation="entities:3593:1">Prologis Inc (PLD US)</a> released a new presentation which highlights the favourable fundamentals for industrial real estate. In addition to projections for continuing growth in demand for industrial buildings to meet rising e-commence activity, the presentation quantifies vacancy rates, which are at, or near, historical lows in most regions.</li>
<li>Furthermore, with the re-engineering of supply chains in many industries, logistics (or what we call Last Mile Industrial) rental rates have room to grow.</li>
<li>In a recent real estate industry presentation we attended, an industry participant predicted double-digit rental increases in his company’s local market, owing to strong demand from e-commerce industry participants, combined with: strong population growth; low vacancy rates; and that in his company’s market there is not sufficient land available to build in desirable locations.</li>
<li>Therefore, in many significant markets, rental rates are likely to rise significantly over the next year.</li>
</ul>


Global industry pure play leader Prologis Inc (PLD US) released a new presentation which highlights the favourable fundamentals for industrial real estate. In addition to projections for continuing growth in demand for industrial buildings to meet rising e-commence activity, the presentation quantifies vacancy rates, which are at, or near, historical lows in most regions.
Furthermore, with the re-engineering of supply chains in many industries, logistics (or what we call Last Mile Industrial) rental rates have room to grow.
In a recent real estate industry presentation we attended, an industry participant predicted double-digit rental increases in his company’s local market, owing to strong demand from e-commerce industry participants, combined with: strong population growth; low vacancy rates; and that in his company’s market there is not sufficient land available to build in desirable locations.
Therefore, in many significant markets, rental rates are likely to rise significantly over the next year.


Why Industrial Real Estate Rental Rates Are Generally Rising; by Double Digits in Some Markets