Industrial assets are the new favorite among net lease investors, but with the tremendous opportunity has also come tremendous competition. There has never been more capital competing in the sector than today. US industrial transaction activity increased from $28 billion in 2011 to $100 billion in 2020, just to paint a picture of the growth in activity.

To curb the competition, Bridge Investment Group has curated a differentiated acquisition strategy, which focuses on lower to middle market product with institutional-quality ownership. From the same growth period, from 2011 to 2020, lower-to-middle market deals represented only 25% of the transaction activity, totaling $23 billion.

Matt Tucker, partner and co-chief investment officer at Bridge Investment Group, spoke about the firm's investment strategy at the recent GlobeSt.com Net Lease conference and outlined its four-pronged strategy, which aims to drive value through asset management.