Link Logistics CEO Shares Business Update Through Third Quarter 2025
E-commerce is a primary driver of long-term industrial real estate demand. Link Logistics has more than 8,000 customers across its portfolio of last-mile industrial real estate and warehouse properties.
Link Logistics enters the current industrial real estate market cycle with favorable fundamentals, as declining supply meets multi-faceted demand growth across warehouse properties.
During the firm’s recent internal Town Hall meeting, chief executive officer Luke J. Petherbridge outlined the market dynamics positioning the business for continued growth. With industrial space under construction at its lowest level since 2013, supply constraints are creating opportunities as demand accelerates across multiple sectors.
E-Commerce Growth Sustains Long-Term Demand
E-commerce expansion continues to drive demand for last-mile industrial facilities.
“By 2040, over half of the labor force will have been born post-Amazon,” said Petherbridge. “The fastest sales growth is with those who are digitally native, which gives us long-term confidence.”
Manufacturing Reinvestment Creates Spillover Opportunities
A second major demand driver stems from domestic manufacturing reinvestment. Petherbridge noted that more than $500 billion in capital is being deployed to build new manufacturing plants across the U.S., which is poised to generate demand for spillover warehouse space to support manufacturing suppliers and related operations.
Strategic Focus on Asset Management
As 2025 concludes, Link Logistics maintains its strategic emphasis on warehouse leasing velocity and asset-level performance optimization.
The combination of constrained supply and strengthening demand across e-commerce and manufacturing sectors positions Link Logistics to capitalize on favorable market conditions through year-end and into 2026.
