Link Logistics Leaders Discuss Industrial Real Estate Demand on “Supply Chain Now”
Brandon Page, executive vice president and Link Logistics’ head of Leasing and Customer Solutions, and Glenn Wylie, senior managing director of the firm’s East Region portfolio, recently joined “Supply Chain Now,” a podcast exploring supply chain trends, challenges and innovations. The Link Logistics executives shared insights on the evolving industrial real estate landscape, including market dynamics and emerging demand drivers.
Resilient demand for warehouse properties
Page highlighted industrial real estate’s structural resilience and long-term investment thesis despite short-term market fluctuations.
“If you look at the returns that industrial real estate has delivered overall and will continue to deliver, I think it’s really remarkable,” he said. “Consumers want products faster. E-commerce penetration continues. Onshoring and nearshoring have provided real tailwinds for the demand side.”
Wylie emphasized the last-mile focus across Link Logistics’ portfolio of warehouse properties—and how it supports operational efficiency for the firm’s more than 8,000 customers.
“95% of our buildings have more than 1 million people within an hour drive,” said Wylie. “87% of our buildings have more than 2 million people within an hour drive. We are able to position our customers so that they can continue to give product to their consumers as quickly as possible.”
The executives also discussed how Link Logistics leverages data analytics and technology to spot market trends early. The firm’s data scientists analyze billions of data points to inform decisions across its 500-million-square-foot industrial real estate portfolio and help customers identify the best warehouse locations for their operations.
Key trends shaping industrial real estate
During the podcast, Page and Wylie covered several major trends shaping industrial real estate:
- Warehouse demand drivers: E-commerce continues to be a major force, with delivery times compressing from days to just hours in many markets. Demand from third-party logistics providers has rebounded strongly, representing over 30% of Link Logistics leasing activity in 2025 compared to 15-18% a year ago. Data center-related demand is also emerging as a new tailwind, with contractors and service providers seeking warehouse space near data center developments.
- Shifting customer priorities: Flexibility and operational efficiency are more important than ever for industrial real estate occupiers. Decision-making has become more thorough and data-driven, with companies seeking to right-size operations while managing cost pressures. Availability of power, automation capabilities and strategic locations near population centers have become critical facility requirements.
- Balanced market conditions: The industrial real estate sector has shifted from the heated leasing environment of 2021-2022 to a more balanced, methodical market. While conditions have moderated from pandemic-era highs, current fundamentals remain healthy and aligned with pre-COVID performance levels.
The full conversation is available on the “Supply Chain Now” podcast. For more perspectives from Link Logistics leaders on industrial real estate and warehouse market dynamics, visit our Insights page.
About Link Logistics
Link Logistics is a leading operator of last-mile industrial real estate and warehouse properties. Established by Blackstone in 2019, Link Logistics supports the delivery of essential goods through a half-billion-square-foot portfolio of modern warehouses across the U.S. By connecting consumption, technology and e-commerce, we play a vital role in how businesses reach their customers. We leverage our scale, proprietary data, and focus on sustainability and power to help customers run smarter operations and deliver value for stakeholders. At the same time, we prioritize our people and communities, making a positive difference where we live and work. For more information, please visit www.linklogistics.com.
Contact:
Melissa Sachs
Link Logistics
FGS Global
