Hidden Real Estate Gold: Industrial Lots | Analysis by Brian Moineau

The quiet land rush: industrial outdoor storage is stealing the spotlight

When someone says “real estate boom,” most of us picture gleaming warehouses, data centers or apartment towers. But there’s a quieter, dirt-under-your-nails story unfolding on paved and gravel lots across the U.S.: industrial outdoor storage (IOS). Once the domain of mom-and-pop operators and dusty truck yards, IOS is suddenly seeing explosive demand, sharp rent growth and major institutional attention — and it’s reshaping how investors and occupiers think about industrial land.

Why IOS matters now

  • IOS is simply land for things that live outside: containers, trucks, construction equipment, generators, bulk materials and fleet parking. Buildings — if present — typically occupy <25% of the site.
  • These parcels sit where movement matters: near highways, ports, intermodal nodes and data center construction sites. That adjacency makes them invaluable for staging and logistics.
  • Two forces collided to raise IOS’s profile: the ongoing industrial logistics reshuffle (e-commerce, fleet decentralization) and the data-center/A.I. construction boom. Data centers in particular need vast outdoor staging yards for generators, cooling equipment and construction fleets during buildouts.

Quick snapshot of the market

  • IOS rents have surged — Newmark reports rents rose roughly 123% since 2020, outpacing bulk warehouses by a wide margin. (Newmark’s “Lots to Gain” research is a useful primer.) (nmrk.com)
  • Vacancy is tight in many markets, and supply is constrained by zoning and land-use policies that often discourage industrial outdoor uses. That scarcity gives owners pricing power. (nmrk.com)
  • Institutional capital is moving in: private equity and large managers have formed JV’s and provided financing for IOS portfolios, turning what was once fragmented into investable, scalable pools of assets. Recent portfolio deals and credit commitments illustrate the shift. (danielkaufmanreal.estate)

The investor dilemma: high return, specific risks

  • Why investors are excited

    • Strong rent growth and low vacancy create attractive cash flows compared with many traditional industrial segments.
    • Many IOS assets are irreplaceable in the short-to-medium term because municipalities often restrict new IOS zoning.
    • Some markets show IOS rents that, when normalized per acre, rival bulk warehouse pricing — signaling potential revaluation upside. (nmrk.com)
  • What keeps cautious investors awake at night

    • Zoning and local politics: IOS is often labeled “non-productive” (low job density, limited tax generate), so expansion can be politically fraught. That’s both a supply limiter and a land-use risk. (nmrk.com)
    • Cyclical demand drivers: IOS benefits from spikes in trade, imports, construction and data center build cycles. If any of these cool materially (tariffs, weaker imports, slower AI/data-center rollouts), demand can ease. (globest.com)
    • Environmental and community pushback: stormwater, dust, visual blight and traffic impacts can invite stricter local controls or redevelopment pressure.
    • Standardization and liquidity: pricing and lease structures are still maturing. While institutional owners are professionalizing the sector, IOS is less homogeneous than a modern logistics park.

Where the value is concentrated

  • Inland logistics hubs (Phoenix, Memphis, Atlanta) have been leaders in rent growth; Southern California showed earlier strength but has seen more variability. Market-by-market performance diverges, so hyper-local analysis matters. (globest.com)
  • Sites close to ports, intermodal yards and major highway junctions command premiums — the same adjacency logic that drives warehouse economics, applied to land rather than buildings.

Practical takeaways for stakeholders

  • For investors

    • Treat IOS like a specialty industrial play: underwrite with conservative scenarios for zoning friction and cyclical demand swings.
    • Look for operators with platform capabilities — portfolio management, standardized leases, environmental controls and local permitting expertise.
    • Consider income-plus-value strategies: strong current cash flow today and limited-to-no new supply could yield outsized appreciation.
  • For occupiers (logistics firms, contractors, data-center developers)

    • Secure long-term yard capacity near critical nodes now; relocation costs and scarcity can be expensive later.
    • Negotiate site improvements and environmental protections into leases to reduce operating headaches and community pushback.
  • For municipalities and planners

    • Recognize IOS’s role in the logistics ecosystem but balance it with community concerns: permit management, stormwater controls and buffer zones can help make IOS less contentious.

A note on the data and narrative

This momentum is visible in market analytics and multiple industry reports: Newmark’s “Lots to Gain” research lays out national rent and vacancy trends, while trade coverage documents portfolio transactions and financing that signal institutionalization. Press consolidation, Yardi and market-specific deal reports corroborate the lift in rents and investor interest. (nmrk.com)

My take

IOS is one of those asset classes that looks boring until it outperforms. The category’s fundamentals — scarce, well-located land plus diversified, mission-critical demand — create an appealing combination. That said, it’s specialist investing: success will belong to owners who can navigate zoning, operationalize outdoor-land asset management and time exposure to cyclical infrastructure waves. Institutions will continue to professionalize the market, but the best returns are likely for those who pair local knowledge with the ability to scale.

Final thoughts

Industrial outdoor storage is no longer an afterthought. It’s a strategic piece of the industrial ecosystem, increasingly essential for logistics, construction and the buildout of digital infrastructure. For investors and occupiers, that means treating IOS with the same diligence long applied to warehouses — but with an added emphasis on land use, political risk and operational flexibility. In a market where dirt — literally — has become a scarce resource, those who see the value in the lot can find performance hiding in plain sight.

Sources

One Tech Tip: How to clean your computer, earbuds and smartphone – AP News | Analysis by Brian Moineau

One Tech Tip: How to clean your computer, earbuds and smartphone - AP News | Analysis by Brian Moineau

Tech Hygiene: The Unsung Hero of Device Longevity

In our fast-paced, tech-driven world, keeping our gadgets clean is a practice that's often overlooked. Yet, as pointed out in the AP News article "One Tech Tip: How to clean your computer, earbuds and smartphone," maintaining the cleanliness of electronic devices is more than just a superficial task—it's essential for both their functionality and our health.

The Silent Benefits of Cleanliness

First and foremost, regular cleaning of devices such as computers, earbuds, and smartphones can significantly extend their lifespan. Dust and grime can accumulate in the crevices of keyboards, clog speaker grills, and even infiltrate internal components, leading to overheating or malfunctioning. A simple routine of wiping down surfaces with a microfiber cloth and using compressed air for those hard-to-reach places can prevent these issues, ultimately saving us from costly repairs or replacements.

Moreover, in a world where personal hygiene has become more crucial than ever, thanks to the recent global health crisis, keeping our tech clean is a small yet impactful way to stay healthy. Our smartphones, in particular, are notorious for harboring bacteria—studies have shown that the average phone is dirtier than a toilet seat! By regularly disinfecting our devices with alcohol-based wipes or sprays, we can reduce the risk of germ transmission, keeping ourselves and those around us safer.

A Global Connection

Cleaning our gadgets might seem like a mundane task, but it aligns with a broader global trend toward a more sustainable and health-conscious lifestyle. For instance, the "Right to Repair" movement has gained momentum in recent years, advocating for consumer rights to repair their own devices instead of discarding them. Regular maintenance, including cleaning, is an integral part of this philosophy, encouraging us to take active roles in the longevity of our possessions.

Additionally, as we become more aware of our environmental footprint, prolonging the life of our devices through proper care can reduce electronic waste—a growing concern worldwide. According to the Global E-waste Monitor 2020, a record 53.6 million metric tonnes of e-waste was generated globally in 2019, with only 17.4% being recycled. By keeping our gadgets in good condition, we contribute to lessening this burden on our planet.

A Few Tips for Tech Cleaning

Before you embark on a tech-cleaning spree, it's essential to check the manufacturer's guidelines for each device and always power them off before cleaning. For instance, Apple provides specific instructions for cleaning their products on their [support page](https://support.apple.com/en-us/HT204172). Use a soft, lint-free cloth for screens and gentle cleaning solutions that won't damage sensitive surfaces.

For earbuds, a gentle brush or cotton swab can remove dirt from speaker grills, while a little rubbing alcohol can disinfect them. Computers, particularly laptops, benefit from compressed air to blow out dust from keyboards and vents.

Final Thought

Incorporating tech hygiene into our regular routine isn't just about aesthetics—it's about creating a healthier, more efficient, and sustainable world. As we continue to integrate technology into every facet of our lives, let's not forget the small but mighty practice of keeping our devices clean. It's a simple step with far-reaching benefits, ensuring that our gadgets serve us well for years to come. So, the next time you pause to clean your smartphone screen, remember—you're not just wiping away fingerprints; you're embracing a more conscientious way of living.

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Your Wemo smart devices are about to get dumb as Belkin pulls the plug – ZDNET | Analysis by Brian Moineau

Your Wemo smart devices are about to get dumb as Belkin pulls the plug - ZDNET | Analysis by Brian Moineau

When Smart Devices Lose Their Minds: The Wemo Saga


In a world where our coffee makers remind us of meetings and our lights adjust to our moods, the idea of a "smart" home has transitioned from science fiction to reality. But what happens when our smart gadgets become, well, not so smart? The recent announcement from Belkin, the parent company of Wemo, that they are ending support for nearly all of their smart home devices, has left many users in the lurch. [ZDNet reports](https://www.zdnet.com) on this unexpected turn of events, shedding light on a growing concern in the realm of Internet of Things (IoT) devices.

The Rise and Fall of Wemo


Wemo, once a pioneer in the smart home device market, offered products that allowed users to control their home environment with the touch of a button or the sound of a voice command. From smart plugs and light switches to cameras and dimmers, Wemo was the go-to brand for many tech enthusiasts. However, as technology evolves, so do the demands and expectations of consumers.

Belkin's decision to pull the plug on Wemo support seems to be a response to the rapidly changing landscape of smart home technology. With giants like Google and Amazon dominating the market with their Google Home and Alexa ecosystems, smaller players like Wemo face intense competition. This move by Belkin may be an attempt to refocus resources or pivot their strategy in a tech world that waits for no one.

The Broader Context: When Tech Companies Abandon Ship


Wemo's situation is not isolated. As technology advances at breakneck speed, companies often leave older models and systems behind. Remember when Google decided to phase out its Works with Nest program, leaving many smart home users scrambling to find alternatives? Or when Sonos announced it would stop supporting some of its older speakers, causing an uproar among loyal customers?

These instances highlight a growing issue in the tech industry: the sustainability of smart devices. As more companies push for innovation, the longevity of devices seems to be decreasing. This cycle of constant upgrading not only burdens consumers but also raises concerns about electronic waste and environmental impact.

The Human Side of Smart Tech


While the technical aspects of this story are fascinating, it's important to remember the human side of technology. Many Wemo users have invested time and money into setting up their smart homes. For them, this news is more than just an inconvenience—it's a disruption to their daily routines. It's a reminder that in our quest for convenience, we often become reliant on technology that may not stand the test of time.

This situation also echoes a broader societal trend. As we become more dependent on technology, we must also become more adaptable. Whether it's learning to use a new app, upgrading our devices, or finding alternatives when support ends, adaptability is quickly becoming a necessary skill in our tech-driven world.

Final Thoughts: Adapt and Innovate


The Wemo saga serves as a cautionary tale for both consumers and tech companies. For consumers, it's a reminder to be mindful of the technology we depend on and to prepare for the unexpected. For companies, it's a call to prioritize customer loyalty and consider the long-term impact of their decisions.

In the end, the world of technology is ever-evolving, and with that comes both challenges and opportunities. While it's disappointing to see Wemo devices lose their "smart" capabilities, it's also a chance for innovation and reimagining what the future of smart homes might look like. As we move forward, let's embrace change, learn from the past, and continue to create a future that's not only smart but also sustainable and user-friendly.

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Millions of Eggs Recalled After Dozens Sickened With Salmonella – Bloomberg | Analysis by Brian Moineau

Millions of Eggs Recalled After Dozens Sickened With Salmonella - Bloomberg | Analysis by Brian Moineau

Title: "Eggs-traordinary Recall: When Breakfast Turns Scrambled with Salmonella"

In a world where breakfast is often hailed as the most important meal of the day, news like the recent egg recall can certainly throw a wrench—or a whisk—into our morning routines. According to a report by Bloomberg, the US Food and Drug Administration (FDA) has recalled over 20 million eggs after 21 individuals were hospitalized due to salmonella. This might be a bitter pill—or perhaps, a bitter yolk—to swallow for egg enthusiasts across the nation.

At first glance, the numbers are staggering. Twenty million eggs! That’s enough to make even the most ardent egg lover consider switching to oatmeal. The salmonella scare is a serious issue, and it’s a reminder of how interconnected our food systems are. With eggs being a staple in many households, it’s no wonder that such a massive recall has made national headlines.

But before you start eyeing your breakfast suspiciously, let's crack open the topic a bit more. Salmonella outbreaks related to eggs are not entirely new. In fact, these incidents serve as recurring reminders of the importance of food safety. The Centers for Disease Control and Prevention (CDC) notes that salmonella affects about 1.35 million people in the United States each year. While this particular recall is significant, it’s part of a broader pattern that highlights the need for stringent oversight in food production.

Interestingly, this egg recall coincides with a broader conversation about food security and supply chain resilience, issues that have been magnified by the COVID-19 pandemic. The pandemic exposed vulnerabilities in global supply chains, leading to shortages and increased scrutiny of food safety standards. This egg recall is yet another chapter in that ongoing narrative, emphasizing the importance of robust safety protocols to prevent future outbreaks.

Moreover, the recall also parallels environmental discussions about sustainable agriculture. Eggs, being a major component of many diets, are linked to larger issues such as animal welfare and environmental impact. The recall could potentially accelerate conversations about sustainable farming practices, which aim to reduce such health risks and improve food safety.

While this recall may have you reconsidering that omelet, it’s also a reminder of the resilience of food systems. History has shown us that recalls, while inconvenient, are a necessary part of ensuring public safety. The FDA, along with other agencies, plays a crucial role in maintaining these standards, and their swift action in this case is commendable.

In a lighter vein, this situation also offers a chance for culinary creativity. Perhaps it’s time to try out that breakfast smoothie recipe or explore plant-based alternatives like tofu scrambles. After all, diversity in our diets can be both nutritious and delicious.

In conclusion, while the egg recall is a serious matter with real health implications, it also serves as a reminder of the complex web of food safety, environmental sustainability, and public health. As we navigate these challenges, let’s also take the opportunity to embrace culinary exploration and innovation. Who knows? Maybe this is the perfect moment to discover your new favorite breakfast dish. So, here’s to a safe, healthy, and eggs-traordinary culinary journey ahead!

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NAACP calls on Memphis officials to halt operations at xAI’s ‘dirty data center’ – TechCrunch | Analysis by Brian Moineau

NAACP calls on Memphis officials to halt operations at xAI’s ‘dirty data center’ - TechCrunch | Analysis by Brian Moineau

Data Dilemmas in the Heart of Memphis: The NAACP’s Call for Action Against xAI's Colossus


In a surprising turn of events, the NAACP has set its sights on South Memphis, urging local officials to halt operations at Colossus, the supercomputer facility operated by Elon Musk’s xAI. This development isn’t just about a clash over data ethics and environmental impact; it’s a reflection of broader tensions in the tech world and society at large.

The Supercomputer in the Spotlight


Elon Musk, a figure as polarizing as he is innovative, has always been at the forefront of technology's cutting edge. From pioneering electric vehicles with Tesla to reaching for the stars with SpaceX, Musk is no stranger to controversy or ambition. His latest endeavor, xAI, aims to push the boundaries of artificial intelligence. However, the Colossus facility in South Memphis has become a flashpoint for environmental and social justice concerns.

The NAACP argues that the data center's operations could have adverse effects on the local environment and community. Dubbed a “dirty data center,” Colossus is accused of being a significant energy consumer, potentially exacerbating local pollution issues. This echoes broader global conversations about the sustainability of massive tech facilities, as seen with Google's data centers in the Netherlands and Microsoft's in Arizona, both of which have faced scrutiny over their environmental footprints.

A Broader Conversation


The NAACP’s call to action isn't just about one facility; it’s part of a larger narrative about the intersection of technology, environmental justice, and community impact. Across the globe, there’s a growing awareness of how large-scale technological operations can affect local ecosystems and the people who live within them. For instance, in Ireland, Apple faced significant pushback over plans for a new data center due to environmental concerns, ultimately leading to a reevaluation of the project.

Moreover, the debate surrounding Colossus taps into wider discussions about the ethical implications of artificial intelligence. AI technology, while holding immense potential for innovation, is frequently criticized for its “black box” nature—where its decision-making processes are opaque and not easily understood. Critics argue that without transparency and accountability, AI can perpetuate biases and exacerbate inequalities.

Elon Musk: The Man Behind the Machine


Elon Musk's ventures have always been characterized by their audacity and scale. Yet, they often tread the fine line between groundbreaking and contentious. With xAI, Musk aims to create an AI that is not just smart, but also aligned with human values—a vision that is both ambitious and fraught with challenges. Musk’s track record, including his controversial management style and outspoken social media presence, adds layers of complexity to every project he undertakes.

Final Thoughts


The NAACP’s stand against the Colossus data center in South Memphis is a microcosm of larger, pressing issues. As we continue to integrate advanced technologies into the fabric of our societies, the importance of balancing innovation with ethical responsibility becomes ever more critical. The question remains: How can we harness the power of technology without sacrificing the health and well-being of our communities and planet?

As this story unfolds, it serves as a reminder that even the most advanced technologies must be scrutinized and held accountable. In the end, perhaps the greatest challenge isn’t just building smarter machines, but fostering a world where technology and humanity coexist harmoniously.

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Should you toss your plastic kitchen tools for health reasons? Here’s the scoop – NPR | Analysis by Brian Moineau

Should you toss your plastic kitchen tools for health reasons? Here's the scoop - NPR | Analysis by Brian Moineau

Title: Should You Toss Your Plastic Kitchen Tools? A Lighthearted Dive into the World of Microplastics

In the ongoing quest for a healthier lifestyle, many of us have already swapped out sugary snacks for kale and opted for almond milk over dairy. But what about those trusty plastic spatulas and mixing bowls sitting in your kitchen? According to a recent NPR article, some of the microplastics we ingest may actually come from the kitchen tools we use to prepare our meals. So, should we be tossing our plastic kitchen tools for good?

The Microplastic Menace

Microplastics have become a buzzword in recent years, with studies linking them to everything from ocean pollution to potential health risks. A study published in *Environmental Science & Technology* found that the average person may ingest as much as 5 grams of plastic each week. That's roughly the weight of a credit card! While it's easy to blame manufacturers or industrial waste, it turns out our own kitchens might be a surprising source of these pesky particles.

Plastics in the Kitchen

Think about it: every time you stir a hot pot of soup with a plastic spoon, tiny particles can shed into your food. Over time, these microplastics accumulate in our bodies. While the long-term health effects remain uncertain, it's enough to make anyone reconsider their kitchen arsenal.

Alternatives to Plastic Kitchen Tools

If you're ready to part ways with plastic, fear not! There are plenty of stylish and sustainable alternatives available:

1. Bamboo Utensils: These are not only eco-friendly but also add a rustic charm to your kitchen. Plus, they won’t scratch your non-stick pans.

2. Stainless Steel: Durable and sleek, stainless steel tools are a kitchen staple. They're perfect for high-heat cooking and are dishwasher safe.

3. Silicone Tools: While technically still a type of plastic, silicone is more stable at high temperatures and less likely to shed particles.

4. Glass and Metal Mixing Bowls: Upgrade from plastic to glass or metal for mixing and storing food. They're long-lasting and won't absorb stains or odors.

A Global Perspective

The microplastic issue extends beyond our kitchens. Globally, governments and organizations are pushing for reduced plastic usage to mitigate environmental impact. The European Union, for example, has already implemented bans on certain single-use plastics. Meanwhile, innovative solutions like the Ocean Cleanup project aim to tackle plastic pollution in our oceans.

Final Thoughts

As we navigate the landscape of modern living, it's important to make conscious choices that benefit both our health and the environment. While tossing your plastic kitchen tools might seem like a small change, it’s a step towards a more sustainable lifestyle. Plus, who doesn't love an excuse to shop for new kitchen gadgets?

In the grand scheme of things, being mindful of microplastics is just another piece of the puzzle in living a healthier, more environmentally friendly life. So go ahead, swap out that plastic spatula for a bamboo one, and pat yourself on the back for making a positive change. Remember, every little bit helps!

For more information on reducing plastic use and its impact on health, check out the full NPR article [here](https://www.npr.org). Let's keep the conversation going: have you already made the switch to non-plastic kitchen tools? Share your favorite alternatives in the comments!

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Think twice before you smear beef tallow and salmon sperm on your face – Vox.com | Analysis by Brian Moineau

Think twice before you smear beef tallow and salmon sperm on your face - Vox.com | Analysis by Brian Moineau

The Beef Tallow Beauty Craze: A Slippery Slope or Skincare Savoir?

In the ever-evolving world of skincare trends, where each week seems to roll out a new miracle ingredient, TikTok has become a veritable treasure chest for beauty enthusiasts on the hunt for the next big thing. The latest head-turners? Beef tallow, snail mucin serum, and salmon sperm. Yes, you read that right—animal-derived substances are being slathered on faces in the name of beauty, creating a buzz that is as intriguing as it is eyebrow-raising.

While it might sound like a culinary experiment gone awry, this trend is part of a broader movement towards natural, sometimes unconventional, skincare regimens. Beef tallow, a rendered form of beef fat, has been praised for its hydrating properties, while snail mucin and salmon sperm are touted for their regenerative benefits. These ingredients, once relegated to niche corners of the beauty world, have now taken center stage thanks to the viral power of TikTok.

The Hidden Costs of Beauty

However, as with many viral trends, there’s more beneath the surface. The environmental and ethical implications of using animal-derived products in skincare are significant. Beef tallow, for instance, raises questions about animal welfare and the environmental impact of cattle farming, which is a leading contributor to greenhouse gas emissions. Similarly, the harvesting of snail mucin and salmon sperm involves processes that may affect ecosystems and biodiversity.

This is reminiscent of the broader sustainability challenges faced by various industries. For example, the fashion industry has been under scrutiny for its environmental impact, leading to a rise in sustainable fashion movements like those championed by Stella McCartney and Eileen Fisher. Just as consumers are demanding transparency and sustainability in fashion, the same is beginning to hold true for beauty products.

Nature’s Bounty or Nature’s Burden?

So, should you think twice before diving into this slippery skincare slope? Absolutely. The allure of instant results often overshadows the long-term consequences of our choices. Just as the food industry has seen a shift towards plant-based diets to promote health and sustainability, the beauty industry could benefit from a similar mindfulness.

A growing number of consumers are turning to plant-based beauty products—like those containing aloe vera, green tea, and chamomile—which offer benefits without the ethical and environmental baggage. Brands like Herbivore Botanicals and Tata Harper are leading the charge, offering luxurious, effective skincare solutions that are kind to both skin and planet.

A Final Thought: Beauty with Responsibility

As tempting as it might be to jump on the latest TikTok trend, it's essential to consider the broader implications. The beauty industry, much like our planet, thrives on balance. Embracing trends is part of the fun, but doing so with an eye on sustainability and ethics ensures that our quest for beauty doesn’t come at the expense of our values or our environment.

In the end, perhaps the most beautiful skin is one that reflects a conscience as well cared for as the complexion it adorns. So, the next time you find yourself reaching for that jar of beef tallow or salmon sperm serum, take a moment to ponder: Is this truly the path to beauty, or just another gimmick in disguise?

References:
- TikTok trends and skincare: A deep dive into the viral world.
- Sustainable beauty: Emerging brands and their impact.
- Environmental impact of cattle farming: Statistics and solutions.

By striking a balance between innovation and responsibility, we can ensure that our beauty choices enhance not just our skin, but also the world we live in.

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