In short: Named as the domestic alternative for listeners who want the industrial-logistics exposure without going to the UK — "domestically here in Canada you can invest in Dream." Same supply-down/demand-up frame.
Dream Industrial is the Canadian-listed option he offers listeners who want warehouse exposure without buying a UK or US name. Same thesis in a domestic wrapper: warehouses, five years of almost no new construction, and rising demand from e-commerce and automation-driven retooling, with the landlord capturing higher rents as leases roll over.
59:06for example, if you're military inclined, but then for your listeners that want to find other ways to benefit from that like domestically here in Canada you can invest in Dream in the US we like East Group — like Dream Industrial. — Yeah. So the point being is that we went through a period of time where there was too much space globally during COVID the industrial complex overearned right because we all were at home we were all adopting Shopify and Amazon and so
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