Institutional Appetite Concentrates on Scarce and Occupied Industrial Assets

Transaction evidence continues to favor infill, shallow-bay, logistics, and specialized industrial assets, including Stockbridge, JPMorgan, Longpoint, EQT, Nuveen, and MIG. Distribution-sector M&A is increasingly driven by technical capabilities tied to data centers, grids, and manufacturing, providing an indirect tenant-health signal, while Atlanta speculative development remains selectively financeable but exposed to lease-up risk.