Blackwells Capital Activist Presentation Deck
INDUSTRIAL REAL ESTATE INDUSTRY FUNDAMENTALS
CBRE 2020 Outlook (pre-COVID)
Tight Market Conditions
Absorption gains will be difficult to achieve with extremely low vacancy rates and limited space
options in several markets
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Consequently, net absorption will be lower than in previous years
Anecdotally, seeing higher-than-normal renewal rates, particularly in the markets with the lowest
vacancy rates, and this trend should continue if not accelerate in the near term
Overall, the market will remain stable as e-commerce penetration continues to impact supply chains
As operations become more complex for occupiers, there will be a heightened focus on
outsourcing, paving the way for growth in the third-party logistics (3PL) sector
Source: CBRE 2020 Industrial Real Estate Outlook.
BLACKWELLS CAPITAL
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