The carry trade is dead, and capital is moving to whoever can manufacture cash flow. Takeaways from a day with more than 250 investors and operators in emerging real estate.
Private wealth has passed the institutional market, and most sponsors have no idea how to reach it. A workshop on raising from family offices and RIAs.
Industrial and logistics real estate beyond the big-box trade. Thesis Driven covers small-bay and shallow-bay warehousing, last-mile and micro-fulfillment, cold storage, powered land, film and production facilities, truck parking and yard space, manufacturing and reindustrialization, and the automation reshaping how industrial space gets used.
The growing need for last-mile logistics drives a new generation of distribution centers that are very different than their predecessors, creating opportunities in unexpected places.
