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...
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