Rectangle Investment Management

The Rectangle Investment Management team recently sat down with Josh Heiney, Managing Director of Rectangle Investment Management and President of Sprink Construction, to discuss how our investor-operator philosophy drives the success of our investments. Josh highlighted how combining operational expertise, financial strategy, and a deep understanding of leasing demand helps deliver exceptional value to our investors and tenants alike.

?? Introducing Our Drone Video Series: A New Perspective on Rectangle Investment Management! We’re excited to launch a drone video series offering you a birds-eye view of some of our properties, as well as interviews with the team into who we are, what we do at Rectangle Investment Management, and how we’ve approached previous acquisitions and developments. While our experience and boots-on-the-ground approach gives us a deep understanding of the small-and-shallow bay industrial market, we recognize that many of these industry terms may feel like a foreign language to those who don’t spend all day getting excited over rectangles like we do. That’s why we’ve created this series—to provide you with an easily digestible look into our world. Join us as we showcase our portfolio and feature interviews with our dedicated team. Whether you're an investor, a curious observer, or simply interested in the industry, we hope these videos will give you an engaging glimpse into our business. Stay tuned for the first episode! #RectangleInvestmentManagement #DroneVideoSeries #RealEstate #Investment #TeamInsights https://lnkd.in/gVdGDT-C

We’re excited to announce our latest small-bay acquisition in Phoenix, and the fifth deal we’ve executed under our Private Capital Core (“PCC”) strategy! This property is a great illustration of the strategy, as it is a high-quality last mile facility with strong demand tailwinds being located in a densely populated, high-growth submarket (Tolleson). To learn more about the strategy, check out our website (https://lnkd.in/geqVFnQW)! Investment Highlights: ? ?? High-Quality Asset ? Built in 2005 with recent capital improvements ? 28' high ceilings, rare for a small-bay building ? Large fenced & secured truck court ?? Ideal Location with Great Access ? Situated in Phoenix’s Tolleson submarket, an extremely infill area with close proximity to densely populated areas like Glendale and Central Phoenix ? Easy access to major freeways (I-10 & 202) ? Located in a land-constrained submarket with low vacancy (2.4%) ? Perfect for last-mile distributors / service providers and light manufacturers ?? Strong Tenant ? Strong tenant is a key independent distributor of building materials in the Southwest ? We're excited about this investment and believe it presents a unique opportunity in a thriving market. A big thank you to Cushman & Wakefield team (Phil Haenel, Foster Bundy, and Katie Repine), Essex Financial Group (Cooper Williams, Andrea Mehlem), and Mutual of Omaha (Lindsay Stark). https://lnkd.in/gWbC-fEM

We are thrilled to announce that Austin White has joined us as Vice President, Investments at Rectangle. In his new role, Austin will be joining Matt Dodge in spearheading our acquisition efforts through deal sourcing, due diligence, and debt origination as well as helping to lead asset management. He will also be charged with finding and managing new development projects in his target geography. Austin brings a wealth of experience to the table, having previously worked with Terreno Realty Corporation (NYSE: TRNO) and HFF, Inc (now JLL) in San Francisco. His background in acquisitions and asset management of industrial properties is a perfect fit for our growing portfolio. Austin’s expertise and leadership will be invaluable as we continue to pursue the acquisition of high-quality assets and innovative development opportunities. Please join us in welcoming Austin to the Rectangle team!

Rectangle Market Spotlight: Investing in Denver's Thriving Market ? At Rectangle, we believe investing in the right places can lead to consistently strong outcomes. To give you a closer look, we’re excited to start sharing brief, bite-size summaries of markets we like and why we like them. Denver has emerged as a powerhouse of growth and opportunity, boasting a diversified, fast-growing economy with a deep labor pool. The city’s logistics and manufacturing hubs are flourishing in several sectors like high-tech, life sciences, aerospace, and food & beverage. With a burgeoning population, expanding economy, and top-tier talent pool, Denver’s industrial market is in expansion mode. ?? Why Denver? ? Long-term population growth trends in Colorado’s Front Range (2x the US population growth over the last 10 years) ? Diversified, fast-growing economy (major companies in aerospace & defense, healthcare & life sciences, financial services, energy, construction) ? Deep, high-quality labor pool (anchored by University of Denver, University of Colorado – Boulder, University of Colorado – Denver, Metro State University of Denver) ? Burgeoning logistics & manufacturing hub for both small and large tenants alike (including Lockheed Martin, Ball Corp, PepsiCo, CoorsTek, Shamrock Foods, etc.) ? The market’s geographic isolation favors small- and mid-sized tenants (and, in turn, our target small-bay assets) to serve the local population Within this landscape, the central Denver submarkets stand out as our primary target in the city. Here's why: ?? Central Denver Infill Advantages: ? Proximity to dense & growing population centers – like Central Denver, Aurora, Arvada, Thornton, and Greeley – which is crucial for tenants to access customers & employees ? Significantly better-than-market vacancy rates (4.4% vacancy vs 7.9% market-wide) ? Limited available land, ensuring scarcity and value ? Strong local, regional, and national credit tenant bases ? Easy, fast access to all major transportation corridors serving the Front Range (I-25, I-70, I-76, I-470, US 36) Rectangle is seizing this opportunity to capitalize on Denver’s potential. Our strategic investments in the Denver markets aim for strong returns and sustainable growth. Connect with us to learn more about the Rectangle PCC Fund. #Denver #RealEstate #MarketSpotlight #RectanglePCC

As an experienced investor / operator, we know that choosing where to invest is just as crucial as selecting the assets themselves, if not more. In our new whitepaper we delve into how our thorough evaluation process and predictive Market Tracker tool help us steer clear of relying on a “rising tide” to support our investments. We believe investment success hinges on having the right strategy, capital, the ability to execute, and conviction; the Market Tracker tool helps us address the latter two items, setting the stage to create value and better investment outcomes for our investors. #data #innovation #management #realestate #privatecapital

Comunale Properties was honored to win AZ Big Media RED Awards Industrial Project of the Year (100,000 SF – 250,000 SF) in Arizona last week for our development project Chandler Connection!. ? The 200,000 SF state-of-the-art warehouse facility was Comunale’s first-ever development in Arizona and was specifically designed to meet the unique needs of Edwards Vacuum and the semiconductor industry. The development boasts Class A office, employee amenities, and state-of-the-art manufacturing and service areas including a dedicated training center for new employees. One highlight of the office space is its grand, vaulted glass-lined entry, providing access to the main conference room, guest seating, as well as other meeting areas for break-outs and small collaborations. The facility leverages the latest manufacturing and digital technologies, supporting the fast-growing North American semiconductor market with services and solutions for the efficient and environmentally sustainable production of chips. With Edwards now operating in the facility, their employees are playing a key role in supporting the extraordinary growth of the semiconductor market, strengthening Arizona’s semiconductor supply chain and further cementing the state as a hub for semiconductor activity. ? We would like to thank the entire Comunale Properties team, Stevens-Leinweber Construction, Inc., Butler Design Group, #GreyWolfArchitecture, DIVERSIFIED FLOORING SERVICES INC, CDS Framing, Inc., TCK AIR CONDITIONING & HEATING, INC., Pueblo Mechanical and AME Electrical for their dedication to completing this amazing project!