News & Insights

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News & Insights

Explore our latest insights, market research, acquisitions, and project updates – all in one place. Subscribe to never miss an update.

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Featured Whitepapers

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All of a Sudden, Income Matters

This whitepaper explores how investor priorities are shifting toward income stability over growth-at-all-costs. In today’s market, in-place income—not vacancy—is driving value, with small- and shallow-bay industrial assets leading the way. Institutional rebalancing is also opening new doors for middle-market investors.
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Why Small-and shallow-bay?

Industrial real estate has been one of the best-performing asset classes over the past 15 years, but not all industrial is created equal. Small- and shallow-bay properties stand out as a unique opportunity, benefiting from durable demand, tight supply, and long-term growth tailwinds.
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navigating industrial real estate

We sat down with Austin White, Senior Vice President of Investments, to discuss trends in industrial real estate and the growing importance of small- and shallow-bay assets. In this Q&A, Austin shares insights on market dynamics, acquisition strategy, and why these assets continue to outperform in today’s environment.

Featured Videos

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The Return of Income

Molly Kosakowski, Director of IR & Marketing, explores the return of income-focused investing and how Core+ strategies in last-mile, small- and shallow-bay industrial are positioned to benefit. These assets offer immediate cash flow, downside protection, and upside potential—an income bridge to growth.
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Tolleson Asset Overview

Charlie Wigdale, Vice President – Investments, provides an overview of a key seed asset in Phoenix’s Tolleson submarket. This fully leased, institutional-grade industrial property aligns with our core investment principles. The acquisition reinforces our commitment to high-performing industrial assets in key growth markets.
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Small-and shallow-bay

Austin White, Senior Vice President of Investments, shares insights into the dynamics of small- and shallow-bay industrial assets—one of the most resilient and in-demand segments of the market.

Quarterly Updates

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2Q25 update

In this issue, we explore why “All of a Sudden, Income Matters” has become a key focus, explain the concept of an "Income Bridge to Growth," highlight a new acquisition along with an exciting build-to-suit project, and provide an update on Sprink Construction’s aerospace buildout.
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1Q25 update

This quarter, we’ve continued to refine our focus on small- and shallow-bay (SSB) industrial—and we’ve shared a deeper look at the strategy behind it. Inside this look back at our first quarter: The Case for SSB Industrial — our new whitepaper, asset spotlight: a high-quality small-bay property in Tolleson, AZ, and video insights from our team, including President John Comunale. Explore how we’re investing through the current cycle—and why we believe the fundamentals of SSB remain as strong as ever.

Market Spotlights

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Dallas

Dallas-Fort Worth is a fast-growing metro and major logistics hub—ideal for local and national distribution. As a core market for our Private Capital Core Fund, it offers a diverse economy, low unemployment, and strong infrastructure, including the world’s second busiest airport. At Rectangle, we target small- and shallow-bay assets in Dallas, a 110M SF segment with just 5.5% vacancy—outperforming bulk. We’re confident in the region’s long-term growth and remain committed to strategic investment.
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Phoenix

As the 11th largest metro and the second-fastest-growing in the U.S., Phoenix attracts businesses with its strong talent pool, business-friendly environment, and lower costs. Demand for small- and shallow-bay industrial assets is especially strong, with vacancy rates at just 5.3%, driven by ongoing population growth and major corporate expansions like TSMC and Intel. Rectangle has strategically invested in a fully leased 40,000 SF asset in the Tolleson submarket, reinforcing our commitment to high-growth, land-constrained areas. Phoenix remains a vital part of our strategy to create long-term value in our core markets.
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Denver

At Rectangle, we recognize Denver as a dynamic market offering strong investment opportunities driven by its diversified, fast-growing economy and expanding population. With thriving sectors like aerospace, life sciences, and logistics, Denver benefits from a deep labor pool supported by top universities and major employers. We focus particularly on central Denver submarkets, which offer proximity to growing population centers, lower vacancy rates, limited land availability, and excellent transportation access. By targeting small-bay industrial assets in this region, Rectangle aims to capitalize on Denver’s growth and deliver sustainable, strong returns.

Recent Projects

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Build-to-suit

We’re adding a new 8,000 SF warehouse expansion to one of our existing IOS (Industrial Outdoor Storage) sites. This project is a true partnership—we’re working closely with an existing tenant to meet their growing operational needs, adding drive-through doors for increased functionality and flexibility. This project supports tenant growth, expands site capabilities, and enhances the long-term value of the asset.

We’re excited to help our tenant scale their business while unlocking the full potential of the site.

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Acquisition

We closed on an off-market property for an existing tenant in our portfolio—marking our 12th building together across four states. This property is strategically located adjacent to the tenant’s current facility and will support the growth of one of their key divisions. The building features a 15,000 SF footprint and ½ acre of yard space—a perfect fit for their evolving operational needs.

At the core of our strategy is building long-term partnerships, and this deal is a great example of that in action.

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Contact Info

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