The Industrial Real Estate Podcast

I had the honor of interviewing Aaron Halfacre, CEO of Modiv Industrial, where we got to chat about the manufacturing side of industrial real estate! 0:00 - Introduction 1:17 - A REIT focused on manufacturing space 5:01 - Manufacturing vs warehousing 11:35 - Breaking down manufacturing 17:47 - What an opportunity looks like 25:40 - Building vs Tenant 31:02 - Getting in touch with Aaron About Aaron: As Modiv’s Chief Executive Officer, Mr. Halfacre is charged with crafting company-wide strategy, expanding our investor base and identifying opportunities for business growth. With his long track record of effective leadership and institutional-grade investing, he has sparked a new vision and direction for Modiv that prioritizes responsible stewardship, innovation and purposeful growth that drives value for our shareholders. A seasoned executive with over 25 years in the real estate industry, Mr. Halfacre has been involved in myriad REIT mergers and acquisitions transactions over the course of his career, totaling more than $17 billion in transaction value. His previously held positions include President at RealtyMogul, President and CIO of Campus Crest, and senior leadership roles at Cole Real Estate Investments, BlackRock and Green Street Advisors. Mr. Halfacre holds both Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst® (CAIA) designations and earned a Masters of Business Administration degree in Finance from Rice University. Connect with Aaron: Modiv Industrial: https://modiv.com/ LinkedIn: / aaron-halfacre -- 📢 Join the Industrial Insiders Community: https://industrialize.com/membership

I had the pleasure of talking with Ronald Rohde about a recent acquisition of his where he purchased an industrial outdoor storage site. About Ron: Ron Rohde is an experienced investor, commercial real estate attorney and a Texan with a long history in north Texas real estate. As soon as he had a driver’s license, he was delivering keys to tenants, supervising contractors, or delivering notarized closing documents for a variety of rental properties. With both parents as licensed real estate brokers and mortgage lenders, it was a natural evolution to advise clients on real estate transactions. Ron learned Mandarin Chinese growing up and has fully fluent staff who read and write Chinese. Connect with Ron: Website: https://ronaldrohdelaw.com/ YouTube: @RonaldRohdeLaw -- 🚩 Subscribe: https://www.youtube.com/@industrialize?sub_confirmation=1 📢 Join the Industrial Insiders Community: https://industrialize.com/membership

Managing Director Zach Harris and Investments Director Hunt Rose from TruCore Investments discuss their transition from brokerage to investing in Class B industrial real estate. They explore criteria for functional industrial buildings, property value evaluation, and leveraging networks for successful investments. The podcast emphasizes market knowledge, strategic partnerships, and proactive property management for maximizing investment returns.

Jonathan Hayek, a former teacher turned industrial real estate investor, shares tips on transitioning to commercial real estate. Topics include the challenges of moving from residential to industrial properties, financing considerations, underwriting processes, maintenance strategies for industrial buildings, and negotiating rent increases in commercial leases.

We chatted about a number of important topics related to insurance! About Skylar: Skylar is a commercial insurance broker and passionate advocate for her clients. She is part of Baldwin Risk Partners, an entrepreneur-led and publicly-traded insurance brokerage company headquartered in Tampa, FL. Skylar delivers uniquely tailored insurance and risk management solutions. She believes in the power of relationships to enhance service and product offerings. Skylar's practice continues to be focused on retail brokerage services handling all lines of commercial insurance for: ✅️ Real Estate/REITs 🌆 ✅️ Commercial Construction Companies 🏗 ✅️ Residential Builders [for sale and for rent product] 🏘 ✅️ Land Developers 👷‍♀️ ✅️ Private Equity Funding Partners💲 BRP also brings nationwide resources in specialty lines of coverage like Cyber Liability, D&O and Environmental Liability. Skylar is an American Mensa member, and supports groups focused on furthering the advancement of women in business, like National Association of Women in Construction and Commercial Real Estate Women of Orange County (CREW OC). Skylar also volunteers her time to various community service projects. Connect with Skylar: X / Twitter: / skylarromines LinkedIn: / 1skylar -- 🙋‍♂️ Chad Griffiths, MBA, SIOR 🚩 Subscribe: https://www.youtube.com/@industrializ... 📢 Join the Industrial Insiders Community: https://industrialize.com/membership

Artificial Intelligence might seem overwhelming but there's a lot it can do for your business if you're willing to spend some time on it. To help with the learning curve, I was honored to be joined by Mark Duclos, President of Sentry Commercial, to hear how he uses AI daily within various commercial real estate businesses he runs. Here's a quote I firmly believe in right now: "You won't be replaced by AI, you'll be replaced by someone who uses AI." Connect with Mark: Website: https://sentrycommercial.com/ LinkedIn: / mark-duclos-sior-cre-62969638 -- 🙋‍♂️ Chad Griffiths, MBA, SIOR 🚩 Subscribe: https://www.youtube.com/@industrializ... 📢 Join the Industrial Insiders Community: https://industrialize.com/membership

Exploring middle mile logistics in industrial real estate investing with Ori Schwartz from Box Equities. Topics include evaluating industrial real estate markets, optimizing investments, turnover costs, analyzing cap rates, growth strategy, and solar energy transition. Ori's data-driven approach and focus on maximizing returns make this a fascinating chat!

Sean Dalfen, President and CEO of Dalfen Industrial, discusses the industrial real estate market in 2024. Topics include interest rates, identifying potential markets, Class A industrial strategy, tenant requirements, solar panels on industrial buildings, and outlook for industrial real estate.

If you've even considered investing as an LP (limited partner) in a real estate investment, first watch this interview with @chernobelskiy Then go follow him and subscribe to his newsletter, the man is spitting out pure gold! -- 🙋‍♂️ Chad Griffiths, MBA, SIOR 🚩 Subscribe: https://www.youtube.com/@industrializ... #supplychain #logistics #industrialrealestate

Alongside special co-host Matt Carroll, I was pleased to interview Les Brand, CEO of Supply Chain Solutions. Les is a bonafide expert in the industry and shared his insights gained from his nearly 40 years of experience. Timestamps: 0:00 - Introduction 4:19 - Trends in inventory management 7:07 - Pre-pandemic vs Post-pandemic 9:59 - What is driving warehouse demand? 14:28 - What markets have potential? 21:02 - Warehouse automation trends 27:34 - Challenges with electrical power 32:12 - Optionality aka China plus one 36:45 - Supply chain bottlenecks and choke points 39:17 - How to navigate inventory management 40:39 - Inflation and interest rates 46:23 - Are companies pausing big decisions? 54:52 - How to get a better understanding on supply chains 56:36 - Connecting with Les About Les: Leslie is the CEO of Supply Chain Solutions (SCS), a company headquartered in Grand Rapids, Michigan, dedicated to global supply chain and transportation management solutions. Leslie is a member of the Board of Directors of SCS and is the President of the West Michigan Supply Chain Management Professionals Association (CSCMP), actively involved in various community and industry organizations, including Grand Rapids Chamber of Commerce. He is passionate and has proven experience, leading experienced teams and clients to achieve impressive supply chain improvements, and creating cost-cutting and sustainable business value. Connect with Les: LinkedIn: https://www.linkedin.com/in/lgbrand Website: https://www.scsolutionsinc.com/ -- Popular videos: 📽️ Warehouse Property Basics: https://youtu.be/WwIyoliTm60 📽️ 10 Key Things to Know Inside a Warehouse: https://youtu.be/oAbX5PKpytc -- 🙋‍♂️ Chad Griffiths, MBA, SIOR 🚩 Subscribe: https://www.youtube.com/@industrializ... #supplychain #logistics #industrialrealestate