『Industrial Insights』のカバーアート

Industrial Insights

Industrial Insights

著者： Justin Smith
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Industrial Insights is a podcast that highlights the market dynamics, high level strategies, and in the trenches tactics for tenants and owners of industrial real estate. Each episode is designed to take hard fought wisdom from practitioners and break it down into insights that can drive better commercial real estate decision making. The host, Justin Smith, shares his experiences from 16 years in the business and brings in industry experts to discuss critical aspects of successful industrial projects.Copyright 2024 マーケティング マーケティング・セールス 個人ファイナンス 経済学
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  • Operations Consulting from Shop Floor to Boardroom with Gabriel Rodrigues of FALCONI

    Operations Consulting from Shop Floor to Boardroom with Gabriel Rodrigues of FALCONI
    2026/05/20
    Gabriel Rodrigues is a Partner at FALCONI, the largest management consulting firm in Brazil, now operating across North America. He moved from Brazil to Chicago in 2018 to build their U.S. practice from scratch and was recently named one of the Top 25 Supply Chain Consultants in the country. In this conversation, Gabriel breaks down what he sees when he walks into a manufacturing plant or warehouse, why most companies are not ready for the technology they are buying, and what industrial real estate operators need to understand about how their buildings affect tenant operations. Key Takeaways Fix the process before you buy the tech. If your operations are chaotic, technology will only make that chaos more expensive.Automation is now a labor strategy, not a cost strategy. Companies are lowering ROI thresholds because the alternative is not having workers at all.Space optimization comes before network changes. Most companies have far more capacity in their existing facilities than they realize.The building is part of the talent strategy. Parking, security, lighting, and amenities directly affect whether workers show up. Landlords are sitting on a platform opportunity.Operational services like layout analysis, energy optimization, and data integration can be offered to tenants at scale.The real AI use cases in operations right now: predictive maintenance, machine vision, automated materials handling, and process control.Brazilian operational discipline, forged in a harder environment, is now being applied to American companies that never had to be that rigorous. Chapters 02:15 - Growing up in Itajuba, Brazil and the path to engineering06:30 - What is FALCONI and how it started09:45 - Vicente Falconi, Toyota, and bringing TQC to Brazil12:07 - "Changing the wheel while the car is running"15:20 - How FALCONI embeds inside companies vs. traditional consulting18:40 - The move to the United States and building the practice from zero22:10 - What surprised him about American manufacturing25:30 - PDCA methodology explained28:45 - Change management on the shop floor30:06 - "The definition of insanity" and noise propagation33:31 - "Technology will only exacerbate your chaos"35:22 - The ROI question most companies skip38:46 - Automation for resilience, not savings41:30 - How supply chain network design drives real estate decisions44:46 - The parking lot story47:15 - Space optimization before expansion49:28 - Landlords as service providers51:05 - Where to find Gabriel and FALCONI Episode Resources Connect with Gabriel Rodrigues — Partner | Director Operations practices - FALCONI US https://www.linkedin.com/in/gabriel-alves-rodrigues-731a762b/https://www.linkedin.com/company/falconi-us/ Connect with Justin Smith, SIOR - Lee & Associates Irvine https://smithcre.com/ jbsmith@leeirvine.com https://www.linkedin.com/in/justinbsmith/ 949.400.4786
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    44 分
  • Orange County Industrial Real Estate Market Update Q1 2026 with Jay Tanjuan of Scannell Properties & Sean Ward of CBRE

    Orange County Industrial Real Estate Market Update Q1 2026 with Jay Tanjuan of Scannell Properties & Sean Ward of CBRE
    2026/05/13
    Three Southern California industrial veterans — Jay Tanjuan of Scannell Properties, Sean Ward of CBRE, and host Justin Smith of Lee & Associates — sit down to break down where the Orange County industrial market actually sits in Q1 2026. Each has spent more than two decades in SoCal industrial, riding every cycle from the early 2000s through the COVID boom and the current reset. The conversation lands on a few specific takeaways. Tenants didn't leave OC — they renegotiated. Advanced manufacturing (defense, aerospace, AI, energy, robotics) is rapidly becoming the dominant demand story. Three site attributes now drive every meaningful lease: proximity to labor, power, and parking. Land values are down 60 to 70 percent from the 2022 peak, which means the underwriting math actually works for the first time in two years. And only 2.7% of OC's existing industrial inventory is 36' clear or better — making the right kind of building genuinely scarce. Plus: the port-volumes-vs-vacancy disconnect, what landlords now demand to underwrite startup credit, where institutional capital is finally returning, Scannell's 10,000-amp project in Garden Grove, and bold predictions for humanoid robots in warehouses by 2027 — or sooner. Key Takeaways Advanced manufacturing is now the dominant OC industrial demand story. Defense, aerospace, AI, energy, and robotics tenants are signing the biggest leases in the market. Velar Atomics — a small modular nuclear reactor company with fewer than 50 employees — just leased 500,000 SF.The Three Ps drive every advanced manufacturing site decision: Labor, Power, Parking. These tenants are paying north of $2 NNN to be in the right pocket of OC or LA — and they won't compromise on any of the three.Only 2.7% of Orange County industrial inventory is 36' clear or higher. Modern-spec product is genuinely scarce, and the buildings that fit what these tenants need are getting harder to find.Land values are down 60-70% from the 2022 peak. The underwriting math actually works for the first time in two years. New development sites are coming to market weekly as other groups exit projects.The five-year renewal wave is hitting now. Tenants who signed in 2020-2022 are deciding to grow, contract, or stay flat — and that decision will shape OC absorption over the next 18 months.Power is the new constraint. Scannell's Garden Grove project delivers with 10,000 amps of power — increasingly the only spec advanced manufacturing tenants will sign for.Jay Tanjuan's call: "Now's the time to take action." Lease rates have stabilized, basis is down, the right kind of building is scarce, and capital is finally starting to lean in. Chapters 00:41 Jay Tanjuan & Sean Ward: 20+ years in SoCal industrial03:44 The market today vs. 12-18 months ago04:13 Liberation Day 2025 and the slowdown 06:00 Underwriting: a flurry of new development deals08:25 Land values down 60-70% from the 2022 peak09:00 The dominant story: Advanced Manufacturing09:46 Velar Atomics: 50 employees, 500,000 SF12:17 The Three Ps — Labor, Power, Parking13:00 Record port volumes, rising vacancy: the disconnect16:00 The 3PL spot market and excess capacity17:21 Right-sizing the 2020-2022 build wave18:28 The five-year renewal wave hitting now20:00 Only 2.7% of OC industrial is 36' clear or higher21:54 COVID-era: rents up 5% a month23:39 "COVID gave landlords a PhD in raising rent"25:33 Talent, AI, and why people still want to be in OC26:30 The capital intensity of advanced manufacturing tenants27:22 Tracking defense contractor announcements as a leading indicator29:15 Scannell's Garden Grove project: 10,000 amps of power29:54 Underwriting defense contractor credit32:54 The EV tenant deal: a year of prepaid rent33:47 LP capital cautiousness on development35:33 "We bottomed out" — Jay's call on OC lease rates36:45 "Site has to have a story" — Jay's underwriting framework40:37 Rent disparity by tenant type: $2+ NNN vs. market42:32 Power generation creativity: modular nuclear, on-site generation44:00 AI, robots, and the next cycle45:10 Hot take: When does a humanoid robot show up in a warehouse? 47:30 From dots on tour-book maps to self-driving cars Episode Resources Connect with Jay Tanjuan, CCIM — Director of Development, Southern California, Scannell Properties https://www.linkedin.com/in/jaytanjuan/https://www.linkedin.com/company/scannell-properties/https://scannellproperties.com/ Connect with Sean Ward — Executive Vice President, CBRE | SoCal Industrial https://www.linkedin.com/in/sean-ward-ab616a8/https://www.linkedin.com/company/cbre/https://www.cbre.com/ Connect with Justin Smith, SIOR - Lee & Associates Irvine https://smithcre.com/ jbsmith@leeirvine.com https://www.linkedin.com/in/justinbsmith/ 949.400.4786
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    49 分
  • Bringing Data Mastery to Shipping with Hannah Testani of Intelligent Audit

    Bringing Data Mastery to Shipping with Hannah Testani of Intelligent Audit
    2026/05/11
    Justin Smith interviews Hannah Testani of Intelligent Audit to explore how data-driven strategies and AI are transforming transportation spend management, supply chain resilience, and logistics optimization amidst global disruptions. Hannah and Justin dig into why most companies are operating as firefighters instead of engineers, what they're getting wrong without knowing it, where the parcel carrier market is headed, and why AI is already doing for supply chain what credit card fraud detection did for banking. Key Topics Data-driven transportation optimizationImpact of global disruptions on logisticsAI and automation in supply chain management Chapters 02:42 - Understanding the Role of Intelligent Audit05:22 - Common Challenges in Supply Chain Management08:11 - The Impact of Freight Markets on Shipping10:57 - Navigating Carrier Relationships and Costs13:27 - Innovative Solutions for Supply Chain Efficiency16:15 - The Complexity of Invoicing and Data Management21:18 - Continuous Improvement in Data Management23:55 - The Role of AI in Logistics27:27 - AI as a Tool for Automation29:57 - Embracing AI in the Workplace31:59 - Navigating Inbound vs Outbound Cargo39:16 - Future Trends in Logistics and Automation Episode Resources Connect with Hannah Testani https://www.linkedin.com/in/hannah-testani-4bb77715/https://www.linkedin.com/company/intelligent-audit/https://www.intelligentaudit.com/ Connect with Justin Smith https://smithcre.com/ jbsmith@leeirvine.com https://www.linkedin.com/in/justinbsmith/
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    40 分
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