『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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  • Powering the Future: Ryan Robinson of American Eagle Solutions

    Powering the Future: Ryan Robinson of American Eagle Solutions
    2025/08/27
    In this episode of the Industrial Insights podcast, Justin Smith interviews Ryan Robinson from American Eagle Solutions (AES). They discuss the evolution of AES from a lighting company to a full electrical services contractor, focusing on the growing demand for electrical infrastructure in industrial warehousing. Key topics include the state of lighting, the lifespan of LEDs, the importance of collaboration in space planning, and the role of landlords and operators in electrical planning. They also explore rules of thumb for lighting and electrical needs, case studies involving 3PLs, and future trends in electrical infrastructure. Key Takeaways AES started as a lighting company and evolved into a full electrical services contractor.The demand for electrical infrastructure is growing rapidly, especially in industrial spaces.LEDs have a lifespan that can lead to significant maintenance needs after 5-10 years.Collaboration between landlords, operators, and electrical contractors is crucial for effective space planning.Understanding the timeline for electrical installations is essential to avoid operational delays.Not all LED fixtures are created equal; quality varies significantly.Rules of thumb for lighting density can help in budgeting and planning.The role of 3PLs in the industry is expanding, necessitating quick electrical setups.Future trends include a focus on heavy electrical equipment and automation.Proactive planning can prevent costly delays in electrical installations. Chapters 00:00 - Introduction to Ryan Robinson and AES 04:47 - The State of Lighting Technology09:10 - Understanding Electrical Infrastructure Needs 17:55 - Collaboration with Landlords and Operators 22:49 - Growing Demand for Electrical Services 29:32 - The Future of Electrical Infrastructure 34:47 - Vertical Integration in Electrical Services Episode Resources Connect with Ryan Robinson https://www.linkedin.com/in/ryan-robinson-0a63aa35/https://www.linkedin.com/company/americaneaglesolutionsltd/https://www.aes-ltd.net/about/ Connect with Justin Smith https://smithcre.com/https://www.lee-associates.com/jbsmith@leeirvine.comhttps://www.linkedin.com/in/justinbsmith
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    38 分
  • SoCal Industrial Q2 2025 Market Breakdown with Jesse Gundersheim

    SoCal Industrial Q2 2025 Market Breakdown with Jesse Gundersheim
    2025/06/30

    In this episode of the Industrial Insights podcast, Justin Smith and Jesse Gundersheim of CoStar discuss the current state of the industrial market as they approach the end of Q2. They explore various themes including market trends, leasing dynamics, vacancy rates, population growth, port activity, construction trends, and sales. The conversation highlights the challenges and opportunities within the market, providing insights into tenant behavior, economic predictions, and the overall health of the industrial sector.

    Key Takeaways

    • The industrial market is experiencing a weakening in fundamentals.
    • Vacancy rates are rising, but not as steeply as before.
    • Smaller buildings are performing better than larger ones in terms of vacancy.
    • Tenants are gaining leverage in negotiations due to increased options.
    • Population growth in LA and Orange County is showing positive signs.
    • Port activity does not directly correlate with local industrial absorption.
    • Retail sales forecasts indicate a decline in growth rates.
    • Leasing activity is increasing, but new listings are also rising.
    • Construction starts have significantly decreased from peak levels.
    • Comparative analysis shows that rents in SoCal are competitive with other regions.

    Chapters

    • 00:00 - Introduction and Market Overview
    • 02:21 - Current Market Sentiment and Trends
    • 05:01 - Leasing Activity and Vacancy Rates
    • 07:27 - Tenant Dynamics and Deal Economics
    • 10:08 - Population Growth and Its Impact on Demand
    • 12:13 - Port Activity and Its Correlation with Industrial Absorption
    • 14:53 - Sales Trends and Institutional Interest
    • 17:25 - Construction Trends and Future Outlook
    • 20:03 - Subleasing Dynamics and Market Adjustments
    • 22:18 - Comparative Analysis of Regional Markets
    • 24:56 - Final Thoughts and Future Predictions

    Resources

    Connect with Jesse Gundersheim

    • https://www.linkedin.com/in/jessegundersheim/
    • jgundersheim@costar.com

    Connect with Justin Smith

    • https://smithcre.com/
    • https://www.lee-associates.com/
    • jbsmith@leeirvine.com
    • https://www.linkedin.com/in/justinbsmith
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    39 分
  • Optimizing Warehouse Efficiency Without Robots with Mike Myers of Lully

    Optimizing Warehouse Efficiency Without Robots with Mike Myers of Lully
    2025/04/21
    In this episode of the Industrial Insights podcast, Justin Smith interviews Mike Myers from Lully, discussing the inefficiencies in warehouse management systems (WMS) and how Lully aims to improve operational efficiency without requiring significant changes to existing processes. They explore real-world examples of operational improvements, the challenges faced in warehouse operations, and the role of third-party logistics (3PL) providers in the current market. The conversation also touches on insights from the ProMAT conference and the future of warehouse management, including the intersection of AI and logistics. Key Takeaways Lully focuses on improving existing WMS systems without major changes.Operational efficiency is key in logistics and warehouse management.Real-world examples demonstrate significant improvements in fulfillment times.3PLs face unique challenges due to multiple client rules and requirements.The market for integrators in logistics is stable and growing.Old buildings will outnumber new ones, necessitating innovative solutions.AI is a part of the conversation but not the primary focus for Lully.Continuous improvement is essential for adapting to market changes.Understanding client needs is crucial for effective warehouse management.Collaboration between integrators and logistics providers is vital for success. Chapters 00:00 - Introduction to Lully and Industry Insights01:50 - Understanding Warehouse Management Systems (WMS) Challenges07:40 - Real-World Examples of Operational Improvements12:33 - Navigating Client Relationships and Expectations18:42 - Continuous Improvement and Adaptation in Operations21:31 - Current Trends and Challenges in the 3PL Industry24:22 - Navigating Complex Operations27:03 - Understanding Growth and Adaptation30:00 - Insights from ProMAT Experience32:53 - The Role of Integrators in Operations35:53 - Embracing New Technologies39:10 - The Future of AI in Operations Episode Resources Connect with Mike Myers https://www.linkedin.com/in/mike-j-myers/https://lully.ai/ Connect with Justin Smith https://smithcre.com/https://www.lee-associates.com/jbsmith@leeirvine.comhttps://www.linkedin.com/in/justinbsmith
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    38 分
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