Blackwells Capital Activist Presentation Deck
U.S. INDUSTRY OVERVIEW
All U.S. Players
Company
Prologis
1
2 Blackstone Group
3
Exeter Property Group
4
Duke Realty
5
Clarion Partners
6 STAG Industrial
7 LaSalle Investment Management
8 Majestic Realty
9
First Industrial Realty Trust
10 CenterPoint Properties
11 W. P. Carey
12 Lexington Realty Trust
13 Black Creek Group
14 Nuveen / TH Real Estate
15 Industrial Logistics Properties Trust
16 East Group Properties
17 USAA Real Estate
18 WPT Industrial REIT
19 Brennan Investment Group
20 IDI Logistics
Public companies in bold.
Source: National Real Estate Investor and Public Company Filings.
BW BLACKWELLS CAPITAL
Industrial Space
Owned
963,000,000
957,925,224
167,000,000
156,100,000
151,630,991
91,800,000
87,418,633
78,250,000
62,999,157
59,000,000
56,196,000
53,100,000
49,829,934
47,819,070
43,759,000
43,500,000
37,201,102
35,600,000
34,778,442
31,000,000
Strictly Confidential & Trade Secret
Company
21 Hartz Mountain Industries
22 Rexford Industrial Realty
23 Corporation Inmobiliaria Vesta
24 Realty Income
25 LBA Realty
26 Ivanhoe Cambridge
27 Monmouth Real Estate Investment
28 Ashley Capital
29 Phoenix Investors
30 Hines
31 Becknell Industrial
32 Buzz Oates
33 Equity Industrial Partners
34 Transwestern Development
35 Panattoni Development
36 Trammell Crow Company
37 Heller Industrial Parks
38 Scannell Properties
39 Transwestern Investment Group
40 American Realty Advisors
Industrial Space
Owned
30,000,000
27,600,000
26,721,116
26,023,400
26,000,000
25,968,594
23,375,000
22,405,000
22,058,733
21,742,924
20,800,000
19,980,000
19,611,000
19,455,035
19,300,000
17,288,869
16,000,000
15,600,000
14,470,731
14,000,807
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