RCA Insights

Chart: Top 25 US Industrial Sector Portfolio Deals

By on November 12th, 2019

U.S. industrial activity has swollen to record levels in 2019, driven by portfolio transactions. About half of the portfolio volume for the first nine months of the year came from one megadeal: GLP’s sale of logistics assets to two different Blackstone entities, which closed in September.

To put this giant transaction into context, we chart below the largest 25 industrial sector portfolio deals in the U.S. from 2012 through the third quarter of 2019.

The recent deals of epic proportion are part of a trend in growing deal size. From 2012 to 2018, the average annual number of portfolio deals priced above $100m was 31. For the year to date, we have already seen 52 of such deals, with the potential for more before year end.

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Alexis Maltin

Director, Analytics

Alexis Maltin is Director of the Analytics team, based in New York. Her expertise covers all aspects of commercial real estate transactions, financing and capital flows and she is a leader on the publication of RCA’s US Capital Trends.