The Bulk Industrial Comeback: Spec Development, BTS Demand & Dallas Momentum

Industrial Advisors Podcast Live at IAMC: Dallas Bulk Demand, Spec Development, Shallow Bay Challenges, and Power Constraints Live from the IAMC forum in Little Rock, the Industrial Advisors podcast hosts interview Chloe Garside of the Sansone Group about her move to Dallas as a development partner and what she's seeing in industrial real estate. She describes accelerating bulk demand nationally and in Dallas, noting Sansone has six million-square-foot spec buildings under construction or existing, with four already in lease talks, contributing to pushback toward build-to-suit for bulk due to limited availability. In Dallas, rent premiums favor bulk over sub-300,000-square-foot product, and she prefers 300,000–600,000-square-foot cross-dock specs, with 900,000–1.2 million as the big-box range. The group discusses shallow-bay/flex demand but high costs and infill site challenges, plus rising competition for land and power as data centers drive pricing expectations and utility delays, making power a daily tenant concern and prompting bridge solutions like alternative generation. 0:00 Intro and Chloe Garside's Career Journey 3:30 The State of the Dallas Industrial Market 6:45 Trends in Bulk Speculative Development 10:15 The Challenge of Shallow Bay and Flex Space 13:45 Data Centers and the Competition for Power 17:30 Creative Power Solutions and Market Outlook