Approach
Approach
The rapid expansion of e-commerce and near-shoring of manufacturing hubs for durable goods and consumer products continues to place unprecedented demand on the logistics network throughout the U.S. As a private-equity firm, our goal is to aggregate a diversified portfolio of logistics-centric industrial assets to meet this growing demand.
Strategy
Analyze
Continuously research and analyze the evolving last-mile distribution and real estate needs for a diverse range of potential users, including trucking companies, retailers, e-commerce businesses, railroads, intermodal third-party logistics providers, and parcel delivery companies.
TARGET
Our focus is on logistics and supply chain-related Industrial Outdoor Storage (IOS) properties located in established industrial areas within major metropolitan markets. These locations feature high-volume transportation linkages, facilitating the movement of freight by truck, rail, shipping, and air cargo.
EXECUTE
Acquire, develop, and reposition logistics-related Industrial Outdoor Storage (IOS) assets. Leverage extensive experience and relationships to access a vast network of lenders, brokers, and vendors, enabling seamless execution of value-add and ground-up development opportunities.
Timber Hill leads from a position of strength, staying one step ahead of the rapidly unfolding business of logistics.
Investment Strategies
Value-Add Logistic Centric IOS Properties
WAREHOUSE DISTRIBUTION
COVERED LAND PLAY
New IOS Development
Timber Hill is focused on developing, owning, and operating a diverse portfolio of Industrial Outdoor Storage (IOS) assets in metropolitan markets that serve as mission-critical supply chain hubs and major domestic consumption zones. We target logistics centric properties near major expressways, ports and rail intermodals that are crucial to the movement of freight and cargo throughout the U.S.
Acquisition Criteria
Individual Transaction Size: $5M-$75M
Site Size: 3 Acres to 100 Acres​
Building Size: 10,000 SF to 250,000 SF
OUR TARGET MARKETS
Chicago
South Florida
Jacksonville
Laredo
Dallas-Fort Worth
Memphis
...Open to Expansion in New Markets
PROPERTY TYPES
- Outdoor Storage Facilities
- Managed Truck Parking
- Fleet Parking (Line Haul) Operations
- Cross-dock Truck Terminals
- Drop Yards
- Truck Maintenance/Repair Facilities
TARGET MARKETS
- Chicago
- Dallas-Fort Worth
- South Florida-Miami
- Jacksonville
- Memphis
- Laredo
- Open to other locations
ACQUISITION STRATEGY
- Off-market opportunities
- Limited-bid scenarios
- Performing and nonperforming assets
- Ground-up construction
- Properties with upcoming lease expirations of 1-3 years
- Matching existing credit tenants with challenging requirements
- Increasing value to underutilized assets through entitlement and zoning changes
ACQUISITION STRATEGY
- Off-market opportunities
- Limited-bid scenarios
- Performing and nonperforming assets
- Ground-up construction
- Properties with upcoming lease expirations of 1-3 years
- Matching existing credit tenants with challenging requirements
- Increasing value to underutilized assets through entitlement and zoning changes
TARGET PROPERTIES
- Stabilized assets
- Managed truck parking lots in established markets
- Bulk fleet parking lots, industrial outside storage, truck repair and truck terminal facilities
- Value-add acquisition
- Ground-up construction
- Identifying locations underserved with IOS properties
- Underutilized properties that can be renovated or reconfigured by adding parking, constructing amenities including automatic gate systems, security cameras, fencing, lighting, and correcting irregular or inefficient flow patterns
- Underutilized properties that are currently vacant
- An opportunity to develop an asset in a market with in-place demand to realize imputed value
MARKET CHARACTERISTICS
Timber Hill invests in markets that exhibit some or all of the characteristics below:
- Mission-critical ecommerce supply chain hubs
- Constrained supply and limited competition
- Intermodal facilities
- Active seaports
- Class A transportation infrastructure
- High barriers to entry (Zoning, high land costs & limited land availability)
- High population growth
- Diversified economic base
- Significant industrial real estate growth
- Consistently strong demand for IOS-type properties
- Opportunities for rent growth