Mizuho’s Vikram Malhotra Sees Logistics Real Estate in Early Stages of New Upcycle

About this episode

Vikram Malhotra discusses the current state and future outlook of the logistics real estate sector.

Vikram Malhotra, managing director, real estate equities at Mizuho, joined the REIT Report to review trends in the industrial/logistics REIT sector. Despite some softness in the first quarter, a new upcycle remains in place, with big box demand playing a key role, he said. Warehouses of over 500,000 square feet have done “very well,” Malhotra said, as companies like Walmart and Amazon adapt to the necessity of quick, last-mile distribution. Mizuho currently estimates overall sector vacancy at...

People in this episode

Guest: Vikram Malhotra

Topics covered

• logistics real estate
• industrial REITs
• market trends
• big box demand
• vacancy rates

Keywords

• logistics
• REIT
• industrial
• upcycle
• vacancy
• big box
• distribution

Mentioned in this episode

Organizations: Mizuho, Walmart, Amazon

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