#313 - Sean Dalfen - CEO @ Dalfen Industrial - Investing in Industrial RE Across North America

Sean Dalfen is the President and Chief Executive Officer of Dalfen Industrial and leads the firm’s investment committees and management committees across its platforms. Under Sean’s leadership, Dalfen Industrial’s portfolio has grown to over 50 million square feet of industrial properties from coast to coast, making it one of the nation’s largest owners and developers of industrial real estate and a leader in the last-mile sector. Over his career, Sean has transacted on in excess of $10 billion On this episode, Chris and Sean discuss: - A deep dive on the state of construction - Predictions for the DFW market - Robotics implementation in industrial spaces - Industrial Outdoor Storage We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.  https://www.thefortpod.com/survey Links Sean's first appearance on The Fort Dalfen Industrial Topics (00:00:00) Intro (00:04:25) Selling stocks in May 2022 (00:07:11) The state of construction (00:14:46) How are you thinking about the next 3 years? (00:21:36) Leasing (00:31:43) Predictions for DFW (00:39:18) Robotics implementation in industrial spaces (00:43:34) Categorizing leasing activity (00:45:49) Lending (00:49:42) Industrial outdoor storage (00:55:28) The evolving supply chain (00:57:45) Thoughts on Amazon (01:01:05) Supply vs. demand (01:04:01) What needs to be in place right now for you to jump on a deal? Support our Sponsors Juniper Square: https://bit.ly/45yiYUq Better Pitch: https://bit.ly/42d9L0I Fort Capital: https://bit.ly/FortCapital Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/ Chris on Social Media: Twitter: https://bit.ly/3BYIjcH LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO  The FORT is produced by Johnny Podcasts