Parsons-Broker

Self Storage Demand

Self Storage No Slowdown in Foot Traffic to Self Storage

"The combination of limited supply pressures and a cushion provided by their importance to supply chains will drive strong relative performance.”

Favor the Regional and National Market Locations Industrial Locations That Might See a Slowdown in an Economic Downturn

Eddie Ghabour, Wealth Advisor, with Key Advisors Group LLC on CNBC today says "the fed will suck liquidity out of the system" - see my previous post on what happens to cap rates when liquidity is impacted.

What do you believe? Bubble or not?

Why I Think An Industrial Real Estate Bubble Is Forming | GlobeSt Hefty rent increases and lofty valuations are becoming very scary.

So true!

“When there’s a lot of liquidity, investors are willing to take a lower yield because they’re competing to invest capital,” Chang said.

What Else Drives Cap Rates Besides Rising Interest Rates | GlobeSt The amount of capital in the market, better yields elsewhere and even demographics matter.

US commercial mortgages originated last year showed an average 3.7% coupon rate for 7/10-year fixed rate products, according to data from Real Capital Analytics. As of March 2022, the rate had ticked up to 4.3%, a 60 basis point increase. And “increases in other rate instruments could foretell further commercial rate increases if traditional relationships hold moving forward,” RCA’s Jim Costello writes in a new analysis.

What An Uptick In Commercial Mortgage Rates Could Mean For CRE | GlobeSt Property values could be challenged if mortgage rates tick up due to inflation.

There's no doubt about it, prices are high, cap rates are low! What are you doing sitting on the sidelines?

When Will Investors Finally Balk at High Prices, Low Cap Rates? | GlobeSt Buying a CRE asset at a sub-5% cap rate is like buying a tech stock at a 100-price earnings ratio.

Increased demand for industrial assets!

Pension Funds Eye Higher Real Estate Allocations With asset managers projecting annual total returns north of 7.0 percent through 2026, pension funds remain bullish on commercial real estate.

With transportation costs over 50% of the cost of goods, it makes sense to locate closer to your final destination.

Great article from Elion Partners!
https://lnkd.in/dYDe-rgM

Delays in supply chain start early in 2020 - many factories in China will shut down in February during Lunar New Year and Winter Olympics.

Consider different modes of transportation, trade lanes, and transportation strategies.

Tariff Search Tool to check for savings and refunds included in article.
https://lnkd.in/efdiA3sK

December 14th, 2021 | Written by Mike Short, president of global forwarding, C.H. Robinson
Source: Global Trade Magazine

How to Prepare for Global Logistics in 2022

2021 was a difficult year in global logistics due to ongoing volatility. We worked alongside customers navigating the Suez Canal block, hurricanes and cyclones, port and terminal closures due to COVID-19 outbreaks, customs and trade changes, labor shortages and more.
I’ve been in the industry since 1997 and I have never seen this level of continual disruption across the entire supply chain for this length of time. However, with this year’s volatility, I was also given a front-row seat to a new level of hyper collaboration – including individuals going out of their way to help each other, more strategy sessions between shippers and forwarders, and continually leaning into historical data and current market insights to find smarter solutions.
As we approach another potentially volatile year, I wanted to provide key strategies for global shippers to consider.

How to Prepare for Global Logistics in 2022 - Global Trade Magazine While congestion and shortages continue, one area where you may find opportunities for savings is in the global trade strategy...