Why Supply Chain Real Estate

A strategic investment opportunity

Why invest in logistics real estate?

Our portfolio is purpose-built to provide quarterly dividends, stability in uncertain times, and protection against inflation by investing in dry and cold storage warehouses, healthcare facilities, and mobility hubs.
Ecommerce

Pandemic Demand Shock: eCommerce Penetration Triple

During the pandemic eCommerce market penetration more than tripled from about 4% in 2019 to 12.5%, according to data from the U.S. Department of Commerce.

Consumers Favor 
eCommerce for Convenience, Choice & Immediacy

The growth of the internet as a platform for retail sales has brought about a paradigm shift in the distribution of goods and services: consumers are losing their appetite to travel to purchase goods. Over the past five years, digital commerce has grown 140% to a $2.4 trillion market opportunity, according to CBRE.

Evolution of Logistics Will Create Strong Exit Environment for Assets

The growth of the internet as a platform for retail sales has brought about a paradigm shift in the distribution of goods and services: consumers are losing their appetite to travel to purchase goods. Over the past five years, digital commerce has grown 140% to a $2.4 trillion market opportunity, according to CBRE.

Massive Infrastructure Shortage Due to Surging 
eCommerce Demand

Rapid shift in consumption from retail to eCommerce has vastly outstripped available supply of fulfillment and distribution properties. Industrial vacancy is 4.5% as of Q2 2021 — an all-time low.

Potential portfolio disposition to institutional partners. Optimal exit when the future value of supply chain infrastructure is fully priced.

As a finance and investment professional of over 50 years, I performed a lot of due diligence on both CJ Follini and Noyack. In fact CJ traveled to meet me in Sarasota and spent considerable time answering my questions while describing his innovative strategy. I admire his vision for the CRE investment landscape and if my career taught me one thing - know your partners well. So after looking at 100's of sponsors over the last couple years, I consider Noyack to be among the best and CJ Follini as a talented investment professional who emphasizes transparency, communication and putting investors first before all else. He’s terrific.

Ernest "Doc" Werlin, Werlin Trust