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How to Invest in Heavy Industrial (and What To Be Careful About)
Manage episode 470867578 series 3412214
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On this episode of the Industrial Real Estate Show, I had the honor of interviewing crowd favorite Aaron Halfacre. Aaron is CEO of Motive Industrial, a REIT focused on single-tenant, net-lease manufacturing properties across the U.S.
We discussed the unique benefits and risks of manufacturing real estate compared to typical industrial properties like warehouses. Aaron explained Motive’s investment criteria, emphasizing stable assets essential to infrastructure, long-term leases (around 20 years), and sustainable rent structures. He also highlighted strategies for diversification and managing risks.
We explored the challenges and opportunities in sale-leaseback transactions and how Motive evaluates properties, including considerations like low site coverage and proximity to transportation. Aaron touched on key financial metrics for REITs, including AFFO, and addressed the current gap between public market valuation and private net asset values.
We wrapped up by discussing the impact of tariffs and interest rates, stressing the importance of patience and disciplined investing amid market volatility.
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