Future in Industrials
Just wanted to hear any thoughts on the current state and expected trajectory of the industrial sector. I keep seeing papers on the expected growth due to revamping supply chains, e-commerce growth, etc etc. and also the larger firms gobbling up massive chunks of assets at a time, not to mention it looks like developers have newly pivoted out a group focused on industrial projects.
I'm not involved in that sector, but is it getting extremely crowded or competitive in that asset class? And do you see there being a legitimate and supported growth in this sector over the next 3-5 years? Or greater?