The industrial real estate market is experiencing a significant shift. Institutional buyers—once focused primarily on large-scale logistics hubs—are increasingly eyeing mid-sized properties ranging from 15,000 to 120,000 square feet. These assets offer strong upside potential in supply-constrained markets and serve a critical role in the evolving supply chain. But what exactly are these investors looking for when evaluating assets in this size range?
Access remains king. Institutional investors want to see proximity to:
Submarkets that offer logistical efficiency and reduced shipping times are seen as more valuable—even if the property is smaller than traditional institutional targets.
Even in a smaller footprint, tenant quality is non-negotiable. Key considerations include:
Long-term leases with stable tenants—especially in logistics, manufacturing, or life sciences—make these properties more appealing.
While Class A facilities grab headlines, functionality often trumps luxury. Institutional buyers look for:
Older buildings can still attract capital—if they’re well-maintained and can adapt to tenant needs.
Institutional capital prefers markets with:
Markets where land is scarce or entitlements are slow create built-in scarcity, helping ensure long-term value growth.
Institutions are often looking for more than just a coupon clipper. They want upside. This might include:
Assets that offer yield today and value growth tomorrow are especially attractive in an inflation-sensitive environment.
Environmental, Social, and Governance (ESG) considerations are becoming increasingly central to institutional investment strategies. A property with:
…can stand out and align with ESG mandates from pension funds or REITs.
CRE investing is a team sport. New investors sometimes try to self-manage, self-lease, or self-rehab a property to save money—often at the expense of performance.
Tip: Build your team early:
Institutional buyers are becoming more agile, shifting focus toward nimble, strategically located mid-sized industrial assets. For brokers, developers, and owners looking to attract institutional capital, the key is presenting properties that blend functional utility with long-term investment fundamentals.
Whether you’re looking to dispose of a stabilized asset or structure a sale-leaseback on a single-tenant facility, understanding these criteria can position your property for maximum interest and pricing.