[00:00] - Introduction to Adding Value An overview of the show’s mission to explore stories and strategies in the industrial and logistics real estate world.
[01:03] - Market Highlights: The Great Recalibration Shy introduces the Q4 2025 market data, highlighting negative absorption in the West and high vacancy in the East.
[02:12] - Case Study: The 1.1 Million Sq Ft Fontana Sale A deep dive into the $174 million sale of a distribution facility on Production Avenue and what it signals to "smart money" investors.
[04:47] - Why Large Assets (800k+ Sq Ft) Remain Competitive Analysis of supply-demand ratios for massive warehouses and why they are considered "irreplaceable" real estate [05:42].
[10:59] - Small Building Segment (0-100,000 Sq Ft) Performance Why smaller buildings have weathered the market storm better than any other segment due to stagnant inventory [12:42].
[14:17] - Tenant Case Study: NeilMed Renewal in Ontario A look at a 90,000 sq ft class A renewal, discussing rent rates and tenant concessions in the current environment.
[16:22] - User Case Study: 62,000 Sq Ft Purchase in Jurupa Valley The process of representing a user in a year-long acquisition and the "educational process" for buyers [17:21].
[19:42] - The Buy vs. Build Dilemma Why buying existing product currently makes more sense for users than purchasing land and building from scratch [21:56].
[22:11] - West Segment Analysis: 100,000–250,000 Sq Ft A discussion on Rialto's unique position between the West and East markets and the "glut of inventory" in this size range [24:43].
[24:54] - Impact of Tariffs and Post-COVID Lease Expirations How shifting trade policies and excess pandemic-era real estate are driving vacancy rates.
[27:01] - West Segment Analysis: 250,000–500,000 Sq Ft The role of Chinese 3PLs and e-commerce companies in recent leasing activity.
[28:55] - West Segment Analysis: 500,000+ Sq Ft Explaining the dichotomy of high lease rates despite rising vacancy in the rest of the market.
[31:45] - East Segment Analysis: 100,000–250,000 Sq Ft Insights into leasing velocity in the East, specifically regarding class A buildings in Corona and Perris [33:27].
[35:09] - The "Most Beat Up" Segment: 250,000–500,000 Sq Ft (East) Why one out of five buildings in this segment are sitting vacant and the "hangover effect" of overdevelopment [37:16].
[38:23] - Future Outlook: Construction Trends and Land Values A look at the drastic drop in square footage under construction and predictions for land values in 2026.
[41:59] - Conclusion and Final Thoughts Closing remarks and how to contact the team for Inland Empire real estate opportunities.
Connect with me: 📍 Industrial Real Estate Broker | Inland Empire 📧 [email protected] 📸 Instagram: @addingvalueshyassar 🌐 Website: https://iebigboxadvisors.com/
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