Supply Chain Now The Portfolio Behind 5% of U.S. GDP: Link Logistics on What’s Driving Demand
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Nov 12, 2025 Brandon Page, EVP at Link Logistics, and Glenn Wylie, Senior Managing Director, share insights on the industrial real estate landscape. They discuss the shift to cautious leasing post-2022, driven by changing tenant priorities for flexibility and optimization. With e-commerce growth and nearshoring trends at the forefront, they explore the resilience of the industrial sector. The duo reveals how data and AI are transforming decision-making, emphasizing that relationships remain crucial in this evolving market.
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Wichita State Baseball Wake-Up
- Brandon told a college baseball story about facing Wichita State and getting shelled after a surprising first-game win.
- The tale illustrates respect, preparation, and how overconfidence can lead to quick reversals.
Publix Chicken Wins Tailgates
- Glenn joked that Publix popcorn chicken always vanishes at Clemson tailgates regardless of dish variety.
- The anecdote underscores regional food culture and light team camaraderie.
Scale And Infill Strategy Matter
- Link Logistics operates ~3,000 buildings totaling roughly 500 million sq ft across the U.S. and supports about 5% of U.S. GDP through its facilities.
- Their portfolio's infill focus keeps most assets within an hour of dense population centers to enable faster delivery.