There’s an outperforming real estate sector hiding in plain sight


There’s an outperforming real estate sector hiding in plain sight


Key Points
  • Industrial outdoor storage (IOS) is suddenly seeing significant demand and rent growth amid lean supply. 

  • These sites are often located near highways, ports and other key infrastructure, but are now becoming essential staging grounds for data center construction.

  • Leo Addimando, CEO of Alterra IOS, said there’s $300 billion worth of IOS space that’s owned by businesses, ripe for investment.
The rapid buildout of AI and quantum infrastructure is sparking a boom in an often overlooked commercial real estate sector. Industrial outdoor storage (IOS) is suddenly seeing significant demand and rent growth amid lean supply...

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RSK: A majority of this is being driven by data center development. These sites are used as staging areas for construction. Interesting to see if the Deforest Center is approved, where the staging area will be.

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- - Volume: 25 - WEEK: 46 Date: 11/11/2025 10:17:34 AM -