The Fort
#313 - Sean Dalfen - CEO @ Dalfen Industrial - Investing in Industrial RE Across North America
Oct 10, 2023
Sean Dalfen, CEO of Dalfen Industrial, talks about the state of construction, predictions for the DFW market, robotics implementation in industrial spaces, industrial outdoor storage, and the evolving supply chain. He also shares his thoughts on Amazon and the criteria for buying deals in industrial real estate.
01:07:04
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Quick takeaways
- Leasing activity in the industrial sector favors smaller spaces with longer-term leases, benefiting property owners with higher rental rates and limited supply.
- Delays and rising construction costs create an advantage for long-term industrial property holders, as reduced activity and limited supply will drive up rental rates in the future.
Deep dives
Growing Demand for Smaller Industrial Spaces
Leasing activity in the industrial sector remains strong, with smaller industrial spaces experiencing higher demand than larger ones. Markets like the Inland Empire have high demand for spaces over a million square feet, while demand for smaller spaces under 100,000 square feet is relatively lower. The current market trend favors smaller spaces, and tenants are increasingly interested in locking in longer-term leases. This presents an advantage for industrial property owners who can benefit from higher rental rates and a limited supply of new industrial spaces.
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