46sec snip

People Property Place cover image

#58 Tim Lumsdon, Founder and CEO of Marchmont Investment Management

People Property Place

NOTE

Exploring the Mismatch in Surface Storage Demand and Supply

Surface storage, also known as industrial open storage, presents a compelling opportunity due to a significant mismatch between supply and demand in this market. Through thorough due diligence on assets primarily used for open storage, it became evident that there is a scarcity of data points in this sector. The exploration started around two and a half years ago with an asset purchased for development but utilized for open storage, which precipitated a deep dive into the market dynamics. This deep dive highlighted the lucrative potential in the surface storage sector due to the scarcity of supply compared to the prevailing demand.

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