Mizuho’s Vikram Malhotra Sees Logistics Real Estate in Early Stages of New Upcycle

Mizuho’s Vikram Malhotra Sees Logistics Real Estate in Early Stages of New Upcycle

Author: Nareit May 7, 2026 Duration: 13:03
Vikram Malhotra, managing director, real estate equities at Mizuho, joined the REIT Report to review trends in the industrial/logistics REIT sector. Despite some softness in the first quarter, a new upcycle remains in place, with big box demand playing a key role, he said. Warehouses of over 500,000 square feet have done “very well,” Malhotra said, as companies like Walmart and Amazon adapt to the necessity of quick, last-mile distribution. Mizuho currently estimates overall sector vacancy at...

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