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Speakers and Panels
Vinh Thai
SVP of Investments
Zenith
Evan Welsh
Co-Founder
Base Industrial
Jack Shulman
Director of Acquisitions
B&D Holdings
Nathan Kane
Head of Research
Realterm
Dan Flamholz
Principal
Greenspring Realty Partners
Justin Horowitz
Senior Managing Director
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 |
|---|---|
|
6:00 PM
7:00 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. |