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Special Report

Cold Storage

April 2024

Long-Term Demand Trajectory for Cold Storage
Stands Out Within the Broader Industrial Sector

Cold storage spaces are a key link in the nation’s supply chain. More globalized food shipping trends and recent years of robust migration are turning food-providing tenants to cold storage facilities. The gradual digitization of shopping for food will further catalyze space demand. A strong long-term trajectory, paired with relatively low supply, is sustaining robust rent growth for cold storage properties. 

Key Features Include:

  • Illustration of the growth in online grocery shopping and how it pertains to the long-term trajectory for cold-storage demand
  • Analysis of migration and shipping trends and reflecting the broader demand/supply dynamic 
  • Discussion of cold storage property metrics and investors’ motivations 
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