Industrial Real Estate Has a New Valuation Variable.
Most Advisors Aren't Underwriting for It Yet.
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Grid congestion is delaying new industrial connections across major U.S. markets.
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Federal reshoring mandates are creating durable demand for domestic manufacturing capacity.
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And facilities with on-site power generation, grandfathered water rights, and infrastructure that takes decades to permit are occupying a fundamentally different risk profile than commodity warehouse space.
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The Power Premium examines this structural shift and gives advisors a practical framework for evaluating it.
What's Inside:
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Why power capacity and water infrastructure are now underwriting variables, not background expenses, and how to evaluate them
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A five-point framework for analyzing critical infrastructure industrial assets beyond traditional lease-and-location metrics
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The Chillicothe, Ohio case study: how embedded infrastructure allowed a new tenant to begin production within 48 hours of acquisition, and what that means for occupancy durability
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How to frame the conversation with clients: four positioning approaches for income-oriented, diversification-focused, reshoring-aligned, and risk-aware allocators
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Where private real estate structures like DSTs intersect with critical infrastructure assets, and what considerations advisors should evaluate
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