Strategy
Ridgecut Road is the largest private owner of class A low coverage industrial (IOS/ISF) assets in New Jersey. Ridgecut owns and operates a growing portfolio of high-quality industrial assets that are mission critical both to its tenants and the greater supply chain. We believe in a value driven approach to investing grounded in favorable supply/demand fundamentals, real-time data, and strong partnerships. We work tirelessly to find opportunities with asymmetric risk – both protecting our downside while investing in opportunities that achieve outsized returns.
IOS in a Nutshell
IOS (Industrial Outdoor Storage) is a growing asset class characterized by a low coverage ratio of building to overall asset. It is well positioned to yield strong returns as it benefits from increasing demand from a diverse base of tenancy coupled with diminishing supply. This imbalance coupled with an inflow of capital from institutional investors is driving the institutionalization of the asset class. Ridgecut is uniquely positioned for this opportunity given our granular focus within markets we know and understand like the back of our hand. Ridgecut’s founders and business were born and raised in New Jersey – the ‘Jersey dirt’ you must live and breathe to truly understand! Ridgecut is proud to call NJ and the greater Port Newark / NYC Metro home.
FUNDAMENTALS
• Significant opportunity to capture market share from fragmented IOS ownership
base in a $250 billion market size
• IOS vacancy averages 200bps tighter than traditional industrial over the past 20
years
• Near term IOS supply is 0.4% of inventory
• Mission critical and resilient to cycles
• Opaque and specialized market