U.S. Diversified Logistics Portfolio II

Logistics | Various

Desirable urban in-fill industrial clusters in major Sunbelt markets

Investment Details

Property Type
Logistics
Location(s)
Various U.S.
Square Feet
3,600,000

Transaction Details

Acquired
2025
Purchase Price
$86 Million
Ownership %
20%

Investment Details

Property Type
Logistics
Location(s)
Various U.S.
Square Feet
3,600,000

Transaction Details

Acquired
2025
Purchase Price
$86 Million
Ownership %
20%

Desirable urban in-fill industrial clusters in major Sunbelt markets

Asset Highlights

Property Income
Robust U.S. logistics portfolio with strong in-place cash flows and significant mark-to-market rent opportunity staggered over the next few years—supporting steady rent growth and long-term value appreciation
warehouse
Multi-tenanted buildings with an average size of 64,000 SF; supply growth remains tight in this segment of industrial assets
Real Estate
The assets in this portfolio feature shorter WALTs (<3 years), making them especially attractive amid pent-up rent growth driven by strong demand, and a lack of new, competitive supply

Location Highlights

building location
The Sunbelt-oriented portfolio is located across premier markets, concentrated in Atlanta and Dallas
diversification
Geographic diversification facilitates increased logistics allocation, without outsized exposure to a single asset or location
Showroom
Strategically concentrated in infill submarkets, these light-industrial assets are often “mission-critical” for regional and local small business operations