We believe the rapid changes in the global supply chain create opportunities within the real estate sector.
Strong demographic tailwinds and continued e-commerce adaption are driving unprecedented demand that we aim to capture through our various logistics investment programs.
Vertical Cold Storage (“VCS”) is a vertically-integrated real estate operating company aggregating a portfolio of cold storage facilities and integrating those facilities into VCS’s standard operating procedures and tech stack, and executing on operational value-creation strategies.
Industrial Outdoor Storage (“IOS”) is a niche subsector of the industrial real estate market, encompassing several asset types and industries, which all incorporate some form of outside storage for a tenant’s operations. IOS provides resilient cash flow, is highly scalable, and is experiencing increased institutional capital flows into the sector.
We selectively invest in warehouse and distribution centers that are key strategic parts of the supply chain for products, order fulfillment, and storing goods. We seek properties that are supported by strong local and regional distribution infrastructure in markets where we see outsized growth potential.
