TCD 274 Small Bay Industrial Investment

The firm specializes in small-bay industrial real estate, typically properties under 200,000 square feet with individual tenant suites ranging from 1,000 to 10,000 square feet. Their investment thesis is driven by the structural supply constraints, diversified tenant demand, inflation protection, recession resilience, and secular tailwinds from e-commerce and manufacturing onshoring in this sector. They aim to acquire underperforming assets in high-demand submarkets and stabilize them through active asset management to generate predictable cash flows and consistent rent growth.