Supply Chain Now

The Portfolio Behind 5% of U.S. GDP: Link Logistics on What’s Driving Demand

19 snips
Nov 12, 2025
Brandon Page, EVP at Link Logistics, and Glenn Wylie, Senior Managing Director, share insights on the industrial real estate landscape. They discuss the shift to cautious leasing post-2022, driven by changing tenant priorities for flexibility and optimization. With e-commerce growth and nearshoring trends at the forefront, they explore the resilience of the industrial sector. The duo reveals how data and AI are transforming decision-making, emphasizing that relationships remain crucial in this evolving market.
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ANECDOTE

Wichita State Baseball Wake-Up

  • Brandon told a college baseball story about facing Wichita State and getting shelled after a surprising first-game win.
  • The tale illustrates respect, preparation, and how overconfidence can lead to quick reversals.
ANECDOTE

Publix Chicken Wins Tailgates

  • Glenn joked that Publix popcorn chicken always vanishes at Clemson tailgates regardless of dish variety.
  • The anecdote underscores regional food culture and light team camaraderie.
INSIGHT

Multiple Demand Drivers Vary Regionally

  • E-commerce, domestic manufacturing, and data center activity are major demand drivers that vary by region and play out over years.
  • Data centers drive both temporary construction-space needs and sticky service-supply demand nearby.
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