MaCauley Studdard of ElmTree Funds highlights resilience, selectivity in industrial real estate 

MaCauley Studdard, managing director at ElmTree Funds, shares how institutional investors are approaching industrial real estate with a focus on resilience and long-term growth. Despite macroeconomic headwinds, investors remain drawn to the sector’s structural demand drivers, including ecommerce growth, supply-chain onshoring and automation. Studdard notes that investors are becoming more selective, favoring build-to-suit, class A facilities leased to investment-grade tenants as a defensive strategy. He also highlights the growing convergence of infrastructure and real estate investment, as factors like energy access, transportation connectivity and digital infrastructure play an increasingly critical role in underwriting and asset strategy.