Industrial real estate is balancing short-term headwinds with long-term opportunity. While new supply and slower leasing are shaping near-term performance, e-commerce, manufacturing expansion and data center growth continue to drive structural demand.

In this inaugural episode of Inside Industrial, Link Logistics' CFO Matthew Ostrower discusses how the company is positioning for these shifts and using data to stay ahead of market change.

Ostrower oversees corporate finance and also leads strategy and innovation at Link. The company, established by Blackstone in 2019, is the largest U.S.-only owner-operator of last-mile industrial real estate, with a nationwide portfolio of modern warehouses and distribution facilities and customer programs such as the Energy Solutions platform.

“Location really matters—spatial economics is everything,” Ostrower said, noting that decisions increasingly hinge on where long-term demand is most durable. He also outlines how insights from Link’s portfolio guide capital allocation and why he expects momentum to build again over the next couple of years.

Take a listen as Commercial Property Executive’s Diana Firtea explores these themes with Ostrower in the first episode of Inside Industrial.