Diversified Industries

Avi Dalfen

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

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Cross-Asset & Quantitative Research

Thematic (Sector/Industry)

<p><strong>This report is an introduction to 28 publicly traded industrial real estate companies from around the world.</strong></p>
<ul>
<li>
<p>In two reports, <a href="https://www.smartkarma.com/insights/still-early-days-for-the-last-mile-industrial-segment-of-the-real-estate-sector" target="_blank" data-smartkarma-citation="insights:20230">Still “Early Days” for the Last Mile Industrial Segment of the Real Estate Sector</a> and <a href="https://www.smartkarma.com/insights/global-industry-leaders-confirm-still-early-days-for-last-mile-industrial-real-estate" target="_blank" data-smartkarma-citation="insights:21596">Global Industry Leaders Confirm: Still “Early Days” for Last Mile Industrial Real Estate</a>, we put forward the reasons why the Last Mile Industrial sub-sector of the real estate industry is ideally positioned for continuing growth.</p>
</li>
<li>Each publicly traded entity that is presented in this report has significant exposure to “Last Mile” activities. This report ranks them by square feet owned and provides brief introductions to each of them.</li>
<li>Given the above, we believe the companies we present in this report, are as a group, likely poised to grow faster than the rest of the Real Estate sector.</li>
</ul>

This report is an introduction to 28 publicly traded industrial real estate companies from around the world.


In two reports, Still “Early Days” for the Last Mile Industrial Segment of the Real Estate Sector and Global Industry Leaders Confirm: Still “Early Days” for Last Mile Industrial Real Estate, we put forward the reasons why the Last Mile Industrial sub-sector of the real estate industry is ideally positioned for continuing growth.

Each publicly traded entity that is presented in this report has significant exposure to “Last Mile” activities. This report ranks them by square feet owned and provides brief introductions to each of them.
Given the above, we believe the companies we present in this report, are as a group, likely poised to grow faster than the rest of the Real Estate sector.


The Global Plays on Growing Demand for Last Mile Industrial Real Estate

<h2><strong>Last Mile Industrial Real Estate</strong></h2><ul class=""><li>In our June 5 report, <a href="https://www.smartkarma.com/insights/still-early-days-for-the-last-mile-industrial-segment-of-the-real-estate-sector" target="_blank" data-smartkarma-citation="insights:20230">Still “Early Days” for the Last Mile Industrial Segment of the Real Estate Sector</a>, we put forward our thesis on why this segment is poised to outperform other Real Estate sectors.</li><li>Since our report was published, a number of industry leaders have echoed our position.</li><li>These assertions, together with additional industry developments, lead us to reiterate our assertion that the Last Mile Industrial sub-sector is ideally positioned for impressive growth.</li><li>In this report, we cite sources that confirm these trends and discuss major developments in the industry. We also offer our observations and takeaways that will impact participants in the sector. Because our focus is on differentiating the performance of companies in Last Mile Industrial Real Estate companies from other segments of the Real Estate sector, this report will not address issues that affect the broader Real Estate industry.</li></ul>

Last Mile Industrial Real EstateIn our June 5 report, Still “Early Days” for the Last Mile Industrial Segment of the Real Estate Sector, we put forward our thesis on why this segment is poised to outperform other Real Estate sectors.Since our report was published, a number of industry leaders have echoed our position.These assertions, together with additional industry developments, lead us to reiterate our assertion that the Last Mile Industrial sub-sector is ideally positioned for impressive growth.In this report, we cite sources that confirm these trends and discuss major developments in the industry. We also offer our observations and takeaways that will impact participants in the sector. Because our focus is on differentiating the performance of companies in Last Mile Industrial Real Estate companies from other segments of the Real Estate sector, this report will not address issues that affect the broader Real Estate industry.

Global Industry Leaders Confirm: Still “Early Days” for Last Mile Industrial Real Estate

United States

EastGroup Properties, Inc. is an equity real estate investment trust.  The Trust acquires and develops industrial properties in major sunbelt markets throughout the United States with a special emphasis in the states of California, Florida, Texas and Arizona.

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Eastgroup Properties (EGP US)

The Global Plays on Growing Demand for Last Mile Industrial Real Estate

This report is an introduction to 28 publicly traded industrial real estate companies from around the world. In two reports, Still “Early Days”...

Avi Dalfen

Global Industry Leaders Confirm: Still “Early Days” for Last Mile Industrial Real Estate

Last Mile Industrial Real Estate In our June 5 report, Still “Early Days” for the Last Mile Industrial Segment of the Real Estate Sector, we put...

Avi Dalfen

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