Tom Shapiro
President, Founder & CIO, GTIS Partners
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 26
$40.17
-0.2%
US industrial and logistics real estate is benefiting from reshoring, near-shoring, and the need for warehouse space near new factories. New supply starts are down 50%, while demand remains solid from just-in-time inventory needs and data center supply chains. GTIS is actively developing warehouses in the Carolinas and Texas, with strong leasing activity.
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