Oct. 11, 2022

#245: Chris Powers - Rant on Fundamentals That Drive Class B Industrial

On this episode Chris talks about the fundamentals that drive Class B Industrial: Growing demand and no new supply?  Could that be?! The types of tenants that occupy Class B Industrial How we think about Cap Ex & TI. And more! Support Our...

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On this episode Chris talks about the fundamentals that drive Class B Industrial:

  • Growing demand and no new supply?  Could that be?!
  • The types of tenants that occupy Class B Industrial
  • How we think about Cap Ex & TI.
  • And more!

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Topics:

(2:52) - What is Class B Industrial?

(4:59) - They aren’t building more of this stuff

(7:07) - Serving the function of a business

(9:43) - The asset class in 2022

(11:57) - Tenants in Class B Industrial

(14:05) - Being close to the customer

(15:33) - Predictability of Expenses

(16:31) - Class B as Covered Land Plays

(17:22) - Leasing

(19:58) - Final thoughts on Class B Industrial

The Fort is produced by Johnny Podcasts