The Weekly Take from CBRE

Hold the Line: What Wins in Industrial’s New Cycle

The Weekly Take from CBRE

Show Notes

Shallow-bay industrial real estate is having a moment. Investor Jordan Schnitzer explains how his family firm was early to recognize the opportunity in this specialized corner of the market. He discusses how building deep knowledge of an asset class and local markets and operating with a long-term mindset have helped Schnitzer Properties grow a differentiated industrial platform.

Demand for shallow-bay industrial space has increased as more small and mid-sized businesses need flexible facilities to store, distribute and deliver goods. Schnitzer Properties leaned into shallow-bay industrial early because it rewards hands-on operators with local market knowledge, tenant relationships and disciplined execution. The company’s long-term ownership model supports upfront investment in property quality, landscaping and “sense of arrival,” with the aim of retaining tenants and protecting asset performance. With cap-rate compression unlikely to drive returns, Schnitzer argues that operational expertise and niche specialization are becoming more essential.

More from The Weekly Take from CBRE

Oct 19, 2026

San Francisco’s office recovery has a striking contradiction: Overall vacancy remains elevated, while competition for the best workplaces is increasingly intense. We look inside the Bay Area real estate market, highlighting AI-driven demand, rising trophy rents and the reinvention of The Spear and 301 Battery.

Oct 12, 2026

Bob’s Discount Furniture is charting a path from 200 stores to 500-plus locations by 2035. Two company leaders enlighten us on their market expansion strategy, data-driven site selection, use of logistics and the importance of the customer experience.

Oct 5, 2026

Devin Chen and Rich Hill dissect Principal Asset Management’s unique “four quadrants” investment strategy. This helps to pinpoint value in sectors like multifamily, data centers and office, as well as in selective new development. They share insights on optimizing income growth and portfolio diversification.

Sep 28, 2026

Easterly Government Properties’ Darrell Crate and CBRE’s Marcy Owens Test explain the unique complexities and opportunities when leasing space to the U.S. government. They explore government agencies’ specialized build-out requirements, the market impacts of the federal government’s shift from ownership to strategic leasing, and other topics of interest to commercial real estate investors.

Sep 21, 2026

Verizon's Nicole Nicholson and CBRE's Jamie Hodari discuss how real estate, technology and human connection are strengthening business outcomes and creating competitive advantage in an AI-powered world. Learn from seasoned executives responsible for managing large, complex real estate portfolios.

See all episodes →