2026 Niche Industrial Series
Across dozens of fragmented, operationally intensive, supply-constrained sub-asset classes — industrial outdoor storage, small-bay warehouses, powered land, cold storage, self storage, film studios — a new generation of specialized operators has been quietly building institutional-grade platforms. Acquiring, developing, and managing portfolios of niche industrial assets that most allocators have yet to underwrite.
The complexity premium is real. These assets are harder to source, underwrite, operate, and exit than conventional industrial — and that complexity creates barriers to entry that generate excess returns for operators who can navigate them.
As institutional capital begins to arrive, the first platforms to achieve scale in each niche will capture disproportionate value.
Thesis Driven's 2026 Niche Industrial Seres brings 12 of those platforms together in a single session — hand-selected from our 2026 Niche Industrial Market Report, covering 20+ sub-asset classes across a $500B+ addressable market.
Operators Pitching:
Karis - Data Centers, Powered Land, Cold Storage | 500MW+ committed capacity across 2,800 entitled acres
Westlake Realty - IOS & Self Storage | First institutional West Coast IOS platform, $200M+ pipeline
Ironhorn Enterprises — Heavy Industrial & Manufacturing | 30%+ target IRR, $100M+ under contract
CA South – Secured storage yards | SMBs across the Southeast and Southwest | 10% UYOC
Moir Park - Industrial Outdoor Storage | 75-property national portfolio, $2B+ career deployments
ErvoSquare - Small-Bay Industrial & IOS | 19–71% realized IRRs on Colorado's Front Range
Knickpoint Studios - Film & Production Studios | $4B+ transaction volume, led by Apple/Amazon studio veteran
Foxfield - Small-Bay Industrial | ~20% levered IRRs, 250K SF
Ludlow Property Group - Self Storage (Leisure Towns) | Only institutional platform in a $6B fragmented market
Each operator gets 7 minutes with 3-4 minute pitch, the rest Q&A. Casual, conversational.
These aren't seed-stage startups. They're scaled operators with real assets, real revenue, and demonstrated execution — at an inflection point where the right capital partner changes everything.
Speakers Include:
The Moderators
Paul Stanton — Thesis Driven
Brad Hargreaves — Thesis Driven
David Cotterman — Drake REP
Nina Vascotto — ICONIQ
Register now to meet the operators building the next generation of industrial real estate — live, in one session.