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18min chapter
#58 Tim Lumsdon, Founder and CEO of Marchmont Investment Management
People Property Place
Surface Storage: Mismatch, Growth, and Challenges
This chapter delves into the concept of surface storage and highlights the significant supply-demand mismatch in this sector. It explores the parallels with the urban logistics market, predicts rent growth, and discusses the overlooked capital perspective. The chapter also addresses the challenges of transacting in this sector and emphasizes the scalability and institutionalization of surface branding.
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