Adding Value with Shy Assar
Key Topics: 2026 TEU Forecast and Market Stability. Rising oil prices and downward pressure on industrial rents. The "China + 1" strategy and its impact on transit times. How BNSF and Union Pacific are integrating with the Port's rail strategy. The resilience of California’s export economy. [00:00] – Introduction: The end of front-loading and the new "sea of uncertainty." [01:38] – 2025 Market Review: Record-breaking volumes and the impact of April 2nd "Liberation Day" tariffs. [04:11] – Real Estate Correlation: How leasing volume and vacancy rates mirrored Port activity. [05:36] – Global Conflict & Oil: The Supreme Court’s tariff ruling and the Iranian conflict’s impact on $100+ oil. [08:46] – The 20% Cost Surge: Real-world logistics pressure on Inland Empire manufacturers and rents. [11:52] – Macro Metrics: Tracking vessel deployment, interest rates, and inventory-to-sales ratios. [14:38] – Fast Fashion & E-commerce: Why modern supply chains require higher local inventory levels. [15:58] – The Shift from China: Manufacturing moving to Southeast Asia and adding 2–3 days to transit. [17:21] – The 2050 Vision: Doubling container throughput via $3.2B in capital infrastructure. [20:06] – The Rail Strategy: BNSF’s Barstow Gateway and the pivot from truck to train. [23:09] – The Export Powerhouse: Debunking the myth that California doesn't produce goods for the world. [27:18] – 2026 Forecast: Why 9 million TEUs still represents a "top 5" historical year for the Port. [28:31] – Leadership Mindset: Delegating, trust, and why everything rises or falls on leadership. #AddingValueShow #CRE #IndustrialRealEstate #InlandEmpire #Logistics #PortOfLongBeach #SupplyChain #WarehouseMarket #RealEstatePodcast #MarketTrends #2026Forecast Follow Adding Value with Shy Assar for more conversations that shape the future of industrial and logistics real estate. Subscribe on YouTube, Apple Podcasts, Spotify, or your favorite platform. Follow on Instagram and TikTok @AddingValueShyAssar #CommercialRealEstate #IndustrialRealEstate #InlandEmpire #inustrial #warehousing #logistics
23 Episoder
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