
#58 Tim Lumsdon, Founder and CEO of Marchmont Investment Management
People Property Place
00:00
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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