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Industrial Outdoor Storage State of the Market Webinar

Wed Feb 25, 2026

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Industrial Outdoor Storage State of the Market Webinar

The 2026 IOS Playbook: Equity and Debt Pricing, Tenant Needs and Market Volatility

Wednesday February 25 2026 @ 1:00 PM EST

Speakers and Panels

Justin Horowitz
Moderator

Justin Horowitz

Debt & Equity Broker, Cooper Horowitz

Why You Should Join Us for the Industrial Outdoor Storage State of the Market Webinar

Why This Matters

IOS is moving out of its early institutional adoption phase and into a period where pricing, capital access and operator quality are starting to matter more than simply being in the sector. Equity formation continues to accelerate while debt markets are becoming more competitive, pushing IOS pricing closer to traditional industrial benchmarks in certain deals. That shift changes how assets are underwritten, financed and exited.

At the same time, tenant demand continues to be anchored in domestic economic activity. Equipment rental, infrastructure construction and ongoing development cycles are creating consistent yard demand even during periods of macro uncertainty. For investors, lenders and operators, the challenge heading into 2026 is separating short-term narrative noise from durable demand drivers and understanding where volatility creates opportunity versus real risk. This webinar is designed to give attendees a practical framework for making IOS decisions in a market that is becoming more competitive, more capitalized and more sophisticated.

What You Will Learn

  • How IOS capital markets are evolving across both equity formation and debt pricing and what that signals for deal flow in 2026
  • Where IOS pricing is landing relative to core industrial and what that means for risk and return expectations
  • Why IOS continued to perform through 2025 volatility and what macro factors could actually slow momentum
  • How domestic tenant demand from equipment rental, construction and infrastructure continues to drive yard absorption across regions
  • What tenants are prioritizing when selecting IOS sites including geography, functionality and proximity to active development corridors
  • How lenders and equity partners are evaluating sponsorship, scale and operating platforms in today’s IOS deals
  • Where sponsors and investors have the highest conviction heading into 2026 and where caution is starting to show up
  • How to evaluate IOS opportunities whether you are entering the sector for the first time or scaling an existing platform

 

For questions regarding content and speaking, please email our Director, Event Production, Virginia Baker, at Virginia.Baker@bisnow.com. Want to get involved? Contact Max.Kleinberg@bisnow.com  to get information on sponsorship, pricing and availability at this event. To request disability-related accommodations, please contact mackenzie.kunkle@bisnow.com no later than seven business days prior to the event.

Agenda

Time Activity
1:00 PM
2:00 PM
IOS State of the Market
A forward-looking discussion on how equity and debt markets are pricing IOS today, what tenants actually need from yard space and how investors and operators are navigating volatility heading into 2026.

Sponsors