Key Takeaways
- • Stonepeak acquired two logistics assets totaling 748,000 square feet in Fort Worth's Alliance submarket, with additional context indicating a 1.1 million square foot portfolio across multiple transactions in the region.
- • The Alliance submarket offers strategic infrastructure advantages, including direct access to BNSF Alliance intermodal terminal, Fort Worth Alliance cargo airport, and the I-35 "NAFTA highway" corridor linking Mexico to Canada.
- • Since April 2024, Stonepeak has deployed capital across 7.7 million square feet of logistics assets anchored by transport infrastructure across Dallas-Fort Worth, Houston, Jacksonville, and Chicago.
- • Stonepeak's real estate strategy targets mission-critical supply chain assets with inflation protection, high barriers to entry, and embedded demand drivers supported by macro tailwinds including DFW's projected population growth of 3x the national average through 2030.
- • The Fort Worth market benefits from an 8 million-person metropolitan population base with structural growth tailwinds, making transport-linked logistics assets attractive for institutional capital seeking durable cash flow profiles.
Summary
Stonepeak, a leading alternative investment firm focused on infrastructure and real assets, announced the acquisition of logistics assets in Fort Worth, Texas's Alliance submarket, bolstering its footprint in one of the nation's most strategically positioned supply chain hubs. The transaction represents part of a broader capital deployment strategy focused on transport-infrastructure-anchored real estate across major U.S. logistics markets.
The Fort Worth Alliance submarket offers compelling logistics fundamentals. The area is anchored by dual Class I rail lines (BNSF Alliance intermodal terminal and Union Pacific access), the Fort Worth Alliance cargo airport, and direct connectivity to the I-35 corridor—the primary trade route linking Mexico to Canada. These infrastructure assets provide operational advantages for supply chain tenants requiring multimodal logistics capabilities. The broader Dallas-Fort Worth metropolitan area supports this strategic positioning with a population exceeding 8 million residents, projected to grow at three times the national average through 2030, creating sustained demand for logistics capacity.
Stonepeak's acquisition activity reflects a concentrated deployment strategy in logistics real estate. Since April 2024, the firm has acquired 7.7 million square feet of logistics assets across Dallas-Fort Worth, Houston, Jacksonville, and Chicago—markets characterized by transport infrastructure anchoring and favorable demographic tailwinds. Phill Solomond, Senior Managing Director and Head of Real Estate at Stonepeak, articulated the investment thesis, stating the firm believes "high-quality real estate adjacent to transport infrastructure will continue to outperform given its mission-critical role in local and national supply chains."
The investment approach targets real estate assets demonstrating infrastructure characteristics with durable demand drivers. Stonepeak's real estate team focuses on supply chain, residential, healthcare, and technology properties that offer inflation protection, high barriers to entry, and strong macro support. This thematic infrastructure-oriented methodology aims to capture assets serving mission-critical functions within both regional and national supply chains, aligning with institutional investor demand for tangible assets with resilient cash flow generation profiles and embedded growth drivers.
The Fort Worth Alliance submarket offers compelling logistics fundamentals. The area is anchored by dual Class I rail lines (BNSF Alliance intermodal terminal and Union Pacific access), the Fort Worth Alliance cargo airport, and direct connectivity to the I-35 corridor—the primary trade route linking Mexico to Canada. These infrastructure assets provide operational advantages for supply chain tenants requiring multimodal logistics capabilities. The broader Dallas-Fort Worth metropolitan area supports this strategic positioning with a population exceeding 8 million residents, projected to grow at three times the national average through 2030, creating sustained demand for logistics capacity.
Stonepeak's acquisition activity reflects a concentrated deployment strategy in logistics real estate. Since April 2024, the firm has acquired 7.7 million square feet of logistics assets across Dallas-Fort Worth, Houston, Jacksonville, and Chicago—markets characterized by transport infrastructure anchoring and favorable demographic tailwinds. Phill Solomond, Senior Managing Director and Head of Real Estate at Stonepeak, articulated the investment thesis, stating the firm believes "high-quality real estate adjacent to transport infrastructure will continue to outperform given its mission-critical role in local and national supply chains."
The investment approach targets real estate assets demonstrating infrastructure characteristics with durable demand drivers. Stonepeak's real estate team focuses on supply chain, residential, healthcare, and technology properties that offer inflation protection, high barriers to entry, and strong macro support. This thematic infrastructure-oriented methodology aims to capture assets serving mission-critical functions within both regional and national supply chains, aligning with institutional investor demand for tangible assets with resilient cash flow generation profiles and embedded growth drivers.
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