Exploring Market Environment and Choosing Real Estate over Stocks

Sean Dalfen is the President and Chief Executive Officer of Dalfen Industrial and leads the firm’s investment committees and management committees across its platforms. Under Sean’s leadership, Dalfen Industrial’s portfolio has grown to over 50 million square feet of industrial properties from coast to coast, making it one of the nation’s largest owners and developers of industrial real estate and a leader in the last-mile sector. Over his career, Sean has transacted on in excess of $10 billion

On this episode, Chris and Sean discuss:

- A deep dive on the state of construction

- Predictions for the DFW market

- Robotics implementation in industrial spaces

- Industrial Outdoor Storage

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Links

Sean's first appearance on The Fort

Dalfen Industrial

Topics

(00:00:00) Intro

(00:04:25) Selling stocks in May 2022

(00:07:11) The state of construction

(00:14:46) How are you thinking about the next 3 years?

(00:21:36) Leasing

(00:31:43) Predictions for DFW

(00:39:18) Robotics implementation in industrial spaces

(00:43:34) Categorizing leasing activity

(00:45:49) Lending

(00:49:42) Industrial outdoor storage

(00:55:28) The evolving supply chain

(00:57:45) Thoughts on Amazon

(01:01:05) Supply vs. demand

(01:04:01) What needs to be in place right now for you to jump on a deal?

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