Blackwells Capital Activist Presentation Deck
INDUSTRIAL REAL ESTATE INDUSTRY FUNDAMENTALS
CBRE 2020 Outlook (pre-COVID)
Markets to Watch
ā
BW
As user dynamics change with supply-chain growth requiring more facilities across industrial hubs,
several secondary markets are becoming desirable from an investment perspective
The major risk to investors in smaller, secondary markets is oversupply and lack of liquidity
CBRE has identified Charlotte, Cincinnati, Denver, Louisville, Orlando, Portland, St. Louis and
Tampa as key secondary markets that will offer strong liquidity and relatively high income returns in
2020
45
40
35
30
25
20
15
10
BLACKWELLS CAPITAL
5
0
Source: CBRE 2020 Industrial Real Estate Outlook.
Key Emerging Markets, Supply vs. Demand
11
Charlotte Cincinnati Denver Louisvlle Orlando Portland St. Louis Tampa
Net Absorption
Completions
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Strictly Confidential & Trade Secret
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