The Speed Bay Advantage

Disciplined Investment. Active Management. Durable Value.

We acquire, aggregate and actively manage shallow bay industrial real estate across select U.S. markets, with a focus on long-term value creation through hands-on operations.

Shallow bay industrial building in the Phoenix Industrial Portfolio, Glendale, Arizona

Local coverage, direct origination and institutional credibility drive differentiated shallow bay sourcing and execution.(1)

Local market coverage

19

Initial target markets

Direct origination

1/3

of deals sourced through direct / off-market relationships(2)

Speed & certainty of execution

Proven execution

Across market cycles

(1) Reflects Speed Bay’s views regarding its platform, relationships and capabilities relative to other market participants, based on its experience and internal assessment. Such views are subjective and there can be no assurance that Speed Bay will realize any of the advantages described.

(2) As of November 1, 2026.

Our Strategy in Action

Crosshair target icon

The Right Markets

Focus on high-growth markets with favorable supply and demand dynamics for shallow bay industrial.

Industrial building with loading doors icon

The Right Assets

Acquire functional, well-located properties that meet the needs of modern tenants.

Rising bar chart with upward arrow icon

The Right Execution

Drive value through active management, operational expertise and a long-term ownership approach.

Commerce 270 in Commerce City, Colorado: building 5690 E 56th Avenue, a tan and blue tilt-up warehouse with grade-level doors, an open loading bay, a glass office entry, and striped parking under a partly cloudy sky

How We Create Value

Aerial view of The Exchange at University in Phoenix, Arizona

01

Acquire

Using a disciplined, thematic approach, we acquire assets below replacement cost with embedded upside.

02

Operate

Purpose-built capabilities across asset management, property management, leasing and construction allow us to actively manage all property-level operations.

03

Improve

Improving asset performance through operational execution that drives NOI growth.

04

Scale

Scaling the platform to unlock efficiencies across markets.

Note: There can be no assurance that Speed Bay will be able to make comparable investments, implement its investment strategy, achieve its investment objectives or otherwise avoid substantial losses.