The Industrial Real Estate Podcast cover image

The Industrial Real Estate Podcast

A Deep Dive into Industrial Real Estate (Part II)

Jun 12, 2024
Doug Kiersey, CEO of Dermody Properties, discusses current state of industrial real estate market, including investor appetite and market values. Topics include China's impact on US inflation, strategies for maintaining fully occupied buildings, and challenges in powering data centers with renewable energy.
49:09

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Market valuations in industrial real estate are estimated to decrease by 20-25%, reflecting a significant downturn in asset values.
  • Predictions for future trends suggest a move towards balanced vacancy rates in the industrial sector, impacting rent growth positively despite potential supply increases.

Deep dives

Distress in the Market and Capital Markets Shifts

There is a discussion about the distress in the market, focusing on capital markets shifts and investor appetite. Starwood's capital raise decreased significantly, indicating a shift in market demand. The impact on valuations due to changes in cap rates is explained, showing a potential significant swing in asset values.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode