Investing in Industrial Real Estate Across North America - Sean Dalfen - CEO @ Dalfen Industrial

Sean Dalfen is the President and Chief Executive Officer of Dalfen Industrial and leads the firm’s investment committees and management committees across its platforms. Under Sean’s leadership, Dalfen Industrial’s portfolio has grown to over 50 million square feet of industrial properties from coast to coast, making it one of the nation’s largest owners and developers of industrial real estate and a leader in the last mile sector. Over his career, Sean has transacted on in excess of $10 billion

On this episode, Chris and Sean discuss:
- A deep dive on the state of construction
- Predictions for the DFW market
- Robotics implementation in industrial spaces
- Industrial Outdoor Storage

Links:
Dalfen Industrial - https://www.dalfen.com/
Sean's first appearance on The Fort - https://www.thefortpod.com/re-107-sean-dalfen-president-cio-of-dalfen-industrial/

Topics:
00:00:00 - Intro
00:01:10 - Selling Stocks in May 2022
00:03:56 - The state of construction
00:18:50 - Leasing
00:29:08 - Predictions for DFW
00:37:12 - Robotics implementations in industrial spaces
00:41:28 - Categorizing leasing activity & Lending
00:48:04 - Industrial Outdoor Storage
00:54:17 - The evolving supply chain
00:56:42 - Thoughts on Amazon
01:00:06 - Supply vs. Demand
01:03:08 - What needs to be in place for you to jump on a deal?

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