From Lease Structures To When To Stop Investing: Inside Blackstone’s Logistics Strategy
March 30, 2022 | Mike Phillips | Bisnow London
When you’ve gone really big in a sector, how do you know when to stop?
Of all the conviction bets Blackstone has made over the past decade, logistics has been the biggest.
The U.S. private equity giant has invested tens of billions in the sector around the world, and reaped the reward, selling or recapitalising platforms and portfolios at huge profits.
At Bisnow’s Industrial & Logistics Transformation event on Tuesday, Blackstone Senior Managing Director Peter Krause talked through the firm’s strategy in the UK and beyond, including views on rental growth, inflation and lease structures, cap rate compression and the key signal to watch as to when to stop investing. Here’s the deep dive.
