This episode, Saul sits down with Shea Lewis of Z Equity Group for a deep dive into why small bay industrial might be the most overlooked asset class in commercial real estate—and how the right mix of velocity, zoning constraints, and tenant diversity make it primed for long-term value. Shea shares his personal journey from data centers to self-storage to small bay, breaking down the real math behind lease-up, demand, and why big capital is circling.
You’ll hear:
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Why small bay lease-ups move faster—and how to fill space in 30 days, not 12 months
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How Industrial IQ is building a nationwide small bay database with AI
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What zoning, inflation, and tenant mix have to do with long-term resilience
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Why institutional buyers are just waking up to this CRE niche
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The key shift that made Shea move from LP to operator—and never look back
If you’re watching macro trends and want to invest where demand meets inefficiency, this one lays out the playbook—with insight from two operators in the thick of it. Connect with Shea Lewis and Industrial IQ 🔗 industrialiq.ai 📧 shea@zequitygroup.com
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