Real Estate For

Domestic Industry

LFF Industrial

Based in New York City, we are an integrated real estate investment firm that sits at the intersection of light and heavy industry. We primarily target flexible industrial assets that have proximity to strategic U.S. metro areas. Our secondary focus is on highly specialized industrial assets near key infrastructure. In addition to deep private equity experience, our partners have both private and institutional experience acquiring, managing, and developing commercial property.

Our investment philosophy is centered on value creation via detail-oriented acquisitions & development, creative and adaptive repositioning, and active management. Central to our mission is providing real estate solutions tailored to the needs of American industry, emphasizing our commitment to the growth and advancement of local and regional economies.

 
 

Investment Strategy

We target infill submarkets that contain localized pockets of self-sufficient economies that also serve the greater MSAs. Investments are strategically located near local consumers, businesses, and key infrastructure.

Our primary investment strategy focuses on core-plus and value-add acquisitions of existing industrial property, specifically catering to small business America and light industry. We target shallow and medium-bay industrial assets, promoting and encouraging domestic manufacturing, production, and distribution.

Our secondary investment strategy focuses on the opportunistic acquisition and development of industrial and industrial-adjacent assets. This includes flexible business parks, specialized industrial property, data centers, and power infrastructure that meet the demands of heavy industry, advanced manufacturing, and high-performance compute.

 
TARGET INVESTMENT CRITERIA

Industrial

Property & Infrastructure

U.S. Metro

INFILL MARKETS

$5M - $500M+

TOTAL CAPITALIZATION
 

Flexible industrial properties offer several characteristics and dynamics that make them attractive relative to traditional distribution and logistics real estate, such as a diversified user base, substantial value-add opportunities, and attractive supply and demand characteristics.

 
DIVERSIFIED USERS

  • Growing user base stemming from the re-industrialization of America, on-shoring and near-shoring

  • Large variety of viable uses provides for downside protection 

  • Flexible nature of assets enable repositioning to meet ever-evolving business needs

  • Staggered lease structures often result in a smoother income profile

  • Multi-use assets reduce tenant credit and industry concentration risk

  • Businesses can generally expand and contract within the same property

  • Solving for “Bricks & Clicks”

VALUE-ADD OPPORTUNITIES

  • Legacy and fragmented ownership allows for operational improvements to mismanaged assets

  • Immediate ability to address deferred maintenance and perform capital improvements

  • Ability to reposition functionally obsolete layouts and sub-optimal unit mixes according to market demand

  • Ability to monetize excess land or other unique site features via industrial outdoor storage and other ancillary income initiatives

  • Ability to expand existing or develop new utility systems and other commercial infrastructure necessary for modern industrial users

ATTRACTIVE SUPPLY & DEMAND

  • Many multi-tenant industrial properties are in areas where the highest-and-best use of land is for residential and other commercial use

  • Institutional industrial development is focused on single-tenant, big-box properties

  • Demand for smaller and more flexible space has increased as entrepreneurial businesses gain momentum

  • Opportunity to enhance assets to meet the demands of modern industrial tenants, fueled further by domestic re-industrialization

  • Capitalizing on the downstream demand created from U.S. investment initiatives