Ash Patel presses Stephanie on the questions every industrial investor wants answered: Which markets are actually strong, what is driving demand, and whether the next wave is coming from manufacturing, distribution, data centers, or cold storage.
Stephanie also explains why spec development has pulled back, how the latest Fed hike is triggering retrades, why diesel and fuel costs still matter, and what rising onshoring and nearshoring could mean for industrial demand over the long term. If you want a sharper way to underwrite industrial deals in a volatile market, this episode gives you the framework.
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