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In this episode of the Industrial Insights podcast, Justin Smith interviews Jesse Gundersheim of CoStar to discuss the Q2 stats for Southern California Industrial. They cover topics such as leasing activity, vacancy rates, deliveries, and the impact of e-commerce on the market. They also touch on the sales market, cap rates, and the correlation between port imports and absorption. Overall, the conversation highlights the current state of the industrial real estate market in Southern California and provides insights into future trends.
Key Takeaways
Chapters
00:00 - Introduction and Collaboration with CoStar 02:16 - Leasing Activity and Vacancy Rates 06:08 - Construction Levels and Supply Pipeline 15:22 - Amazon's Expansion and Market Impact 19:39 - Correlation Between Port Imports and Absorption 23:05 - Sales Activity and Investment Opportunities 26:21 - Cap Rates and Pricing Trends 28:24 - Stabilization and Future Outlook of the MarketResources
Connect with Jesse Gundersheim
Connect with Justin Smith
5
55 ratings
In this episode of the Industrial Insights podcast, Justin Smith interviews Jesse Gundersheim of CoStar to discuss the Q2 stats for Southern California Industrial. They cover topics such as leasing activity, vacancy rates, deliveries, and the impact of e-commerce on the market. They also touch on the sales market, cap rates, and the correlation between port imports and absorption. Overall, the conversation highlights the current state of the industrial real estate market in Southern California and provides insights into future trends.
Key Takeaways
Chapters
00:00 - Introduction and Collaboration with CoStar 02:16 - Leasing Activity and Vacancy Rates 06:08 - Construction Levels and Supply Pipeline 15:22 - Amazon's Expansion and Market Impact 19:39 - Correlation Between Port Imports and Absorption 23:05 - Sales Activity and Investment Opportunities 26:21 - Cap Rates and Pricing Trends 28:24 - Stabilization and Future Outlook of the MarketResources
Connect with Jesse Gundersheim
Connect with Justin Smith
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