EN News Brief
Summary
The rapid buildout of AI and quantum infrastructure is fueling a boom in the Industrial Outdoor Storage (IOS) sector, a previously overlooked part of commercial real estate. Characterized by paved or gravel land for storing equipment and supplies, IOS is experiencing surging demand, significant rent growth, and attracting major institutional investment due to its essential role, particularly as staging grounds for data center construction.
Key Points
- High Demand & Rent Growth: IOS rents have increased 123% since 2020, with rent growth doubling that of the bulk warehouse sector and vacancy rates roughly half.
- New Critical Use: Beyond traditional logistics, IOS sites are now essential staging areas for data center construction, housing generators and other critical equipment.
- Massive Addressable Market: An estimated $300 billion of IOS real estate in the U.S. is owned by small businesses, presenting a ripe target for institutional investment.
- Major Investments: Large players like Blackstone and J.P. Morgan are making significant moves, with recent deals involving hundreds of millions of dollars for IOS portfolios.
- Primary Risk: Zoning is the biggest challenge, as municipalities are not creating new IOS zones and may even seek to reduce existing acreage.
中文新闻简报
总结
人工智能和量子基础设施的快速建设正在推动工业户外仓储（IOS）领域的繁荣，这是一个此前被忽视的商业地产板块。IOS是指用于停放设备、车辆和物资的硬化或砾石场地，目前正经历需求激增和租金大幅上涨，并因其关键作用（尤其是作为数据中心建设的预备场地）而吸引着大型机构投资。
关键点
- 高需求与租金增长：自2020年以来，IOS租金已上涨123%，其租金增长速度是大型仓库部门的两倍，空置率则约为其一半。
- 新的关键用途：除了传统的物流用途，IOS场地现在已成为数据中心建设的重要预备区，用于停放发电机等关键设备。
- 巨大的可寻址市场：美国约有3000亿美元的IOS房地产为小型企业所有，为机构投资提供了成熟的目标。
- 重大投资：黑石集团和摩根大通等大型机构正在采取重大行动，近期涉及IOS资产组合的交易金额达数亿美元。
- 主要风险：分区规划是最大的挑战，因为市政当局并未规划新的IOS区域，甚至可能试图减少现有的IOS用地。
Original Article Link: https://www.cnbc.com/2025/11/05/alterra-ios-ceo-industrial-outdoor-storage-real-estate-sector.html