Link Logistics CEO Discusses Supply Chain Resilience, E-Commerce Growth on Bloomberg’s “Open Interest”
Link Logistics CEO Luke J. Petherbridge appeared on Bloomberg Television’s “Open Interest” program to discuss how activity across the company's last-mile industrial real estate portfolio reflects broader trends in the U.S. economy and supply chain.
Despite recent trade uncertainty, Petherbridge reported strong demand across Link Logistics warehouses, with the company leasing more space this year than last. He added that the firm’s largest customers “think very, very long term,” with major retailers and logistics companies maintaining robust inventory levels and planning five to 10 years ahead.
Petherbridge emphasized that e-commerce continues driving demand for warehouse space for rent, with retailers beyond Amazon—including Walmart—continuing to benefit from online shopping. The shift toward 24-hour delivery windows is accelerating the need for more infill locations closer to consumers. “Speed is what's happening,” he explained. “You need to be closer to the customer, have more inventory to deliver and fulfill the promises to your customers.”
Additionally, Petherbridge highlighted power access as an emerging challenge for supply chain logistics properties, particularly as warehouses increasingly incorporate automation and climate control systems. He noted that Link Logistics’ scale—3,500 buildings serving 8,000 customers—and in-house energy and power expertise position the company to help customers navigate these infrastructure constraints.
Petherbridge pointed to U.S. reindustrialization as another growth driver, with over 200 manufacturing facility announcements in the past five years creating additional demand for logistics real estate and industrial space.
Petherbridge also discussed Link Logistics’ commitment to supporting the communities it serves through CoreGiving, the firm’s marquee nonprofit partner, which works to combat childhood hunger. In October, the fifth annual CoreGiving Day united 3,500 volunteers to support hunger-relief organizations in more than 90 cities across 15 countries.
