Industrial Insights

Supply Chain X M&A with Ben Gordon, Jay Tanjuan and Larry Genet


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Justin interviews Ben Gordon, founder of Cambridge Capital, Jay Tanjuan of Scannell Properties and Larry Genet of CBRE. They discuss for the demand of industrial real estate and increasing lease rates. Ben Gordon discusses the growth of logistic tech companies in the supply chain and merger & acquisition strategies.

Highlights

  • Introduction to Ben, Jay and Larry- 1:00
  • Ben Gordon: Ukraine Logistics Coalition - 3:50
  • Supply chain in the Ukraine Logistics Coalition – 6:20
  • Larry Genet: Supply chain in his space – 9:45
  • Demand for space – 10:10
  • Leasing in the pre-development phase – 10:40
  • Jay Tanjuan: 0.3% vacancy and increasing lease rates in the I.E. – 11:30
  • High lease rate throughout all Southern California – 13:00
  • How does tech effect the supply chain? - 14:45
  • Ben Gordon: How e-commerce growth is creating downstream logistics opportunities – 16:10
  • Growth of logistic tech companies – 17:00
  • Merger & acquisition activity – 18:10
  • Acquisitions to expand a company's market share – 19:00
  • The impact China has on our supply chain – 23:00
  • Manufacturing shifting to North America – 24:00
  • BGSA Conference – 26:00

Episode Resources

Connect with Ben Gordon

Connect with Jay Tanjuan

Connect with Larry Genet

Connect with Justin Smith

  • https://smithcre.com/
  • https://www.lee-associates.com/
  • [email protected]
  • https://www.linkedin.com/in/justinbsmith
...more
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Industrial InsightsBy Justin Smith

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