Keys to investing in industrial real estate?

For those of you with experience in industrial real estate, what are a few of the key things you look for when evaluating whether to invest or not?

Any suggestions for good books/articles on investing in the industrial space would be appreciated as well.

6 Comments
 

curious, I am dealing with a single tenant retail deal right now on the debt side, do you remember what you underwrote for LC and TI's? I have a credit tenant that has shown commitment to the property and recently renewed their lease that extends to 5 years more than loan maturity which is 10 years. I find it unnecessary to underwrite $1/sf that I normally would reserve for TI/LC's for any other retail.

 
Most Helpful

Never financed a single tenant retail but retail TI/LC packages can vary wildly based on market, lease term and structure, tenant type, credit ratings - i.e. Banks and Starbucks command higher upfront packages but pay stronger rents and long lease terms.

Assuming you have a credit tenant and 15 yrs. lease term, you should be in ok shape in 10 yrs. at loan maturity w/ 30 year amortization. Heaven forbid you can't refi out in 10 years there's 5 years of cash flow you can sweep to amortize down your basis even more and build up a Ti/lc reserve. I'd want to know my PSF loan exposure in 10 years w/ 25 & 30 yr. amort. and then in 15 years if I sweep all cash for the remaining 5 years of lease term.

 

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