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BKM Intel: Research & Insights

2026
Q1
Corporate Report

2025 Annual Letter

2025 was a year of growth for BKM, marked by national platform expansion and milestone industry partnerships. With a rapidly growing team of experts and a tried-and-true operating platform, BKM is prepared for sustained growth in 2026.

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2025
Q4
White Paper

Leading with Intent: Prioritizing Tenant Engagement

As tenant expectations rise, BKM’s tenant engagement model delivers value—integrating service-first property management, proactive communication, and modern tools to strengthen retention, streamline operations, and deepen tenant loyalty over time.

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2025
Q3
Case Study

Value-Add Case Study: South Bay Portfolio

Positioned in one of the Bay Area’s most competitive industrial corridors, this portfolio was repositioned through focused capital improvements and hands-on execution, strengthening tenant demand and driving meaningful value creation.

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2025
Q3
White Paper

Innovation and Technology: Redefining the Tech-Forward Mindset in Light Industrial Real Estate

As data grows more complex, BKM Intel brings clarity—unifying thousands of data points to support faster decisions, smarter analytics, and a more connected operating platform.

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2025
Q2
Light Industrial Market Update

Q2 2025 Light Industrial Market Update

Structural demand drivers like e-commerce, reshoring, and contracting small-bay supply kept fundamentals strong in Q2 2025, driving rent growth and sustained leasing momentum across U.S. markets.

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2025
Q1
Corporate Report

2024 Annual Letter

2024 was a record-setting year for BKM, with major acquisitions, platform expansion, and the continued strength of the small-bay industrial poising the company for growth in 2025 and beyond.

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2025
Q1
Case Study

Value-Add Case Study: West Valley Business Park

Through bold rebranding, smarter suite configurations, and hands-on management, this once-overlooked industrial park was reimagined as a dynamic small-bay hub in a highly competitive Seattle submarket.

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2025
Q1
White Paper

The Ripple Effect of E-Commerce: The Case for Light Industrial

As consumers expect faster deliveries and seamless online experiences, light industrial properties have become essential in powering modern e-commerce operations.

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2024
Q4
White Paper

Bigger is Not Always Better: The Advantage of Small-Bay Industrial

A focused look at why small-bay industrial continues to outperform, highlighting its resilient demand, constrained supply, and critical role in supporting modern logistics, manufacturing, and last-mile operations.

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2024
Q3
White Paper

Multi-Tenant Light Industrial: Maintaining Resilience in Turbulent Economies

Through recessions, pandemics, and rate hikes, multi-tenant light industrial has repeatedly demonstrated its durability—driven by flexible leases and a diverse tenant base.

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2024
Q1
Corporate Report

2023-2024 Annual Letter

A year defined by major acquisitions, operational milestones, and strong tenant demand, this letter highlights BKM’s growth, portfolio performance, and continued leadership in the small-bay industrial sector.

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2024
Q1
White Paper

Scaling Success: Small-Bay Industrial's Steadfast Foundations

With record-low vacancy and growing tenant demand, small-bay industrial continues to anchor modern supply chains—offering scale, flexibility, and consistent rent growth.

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2023
Q3
White Paper

Multi-Tenant Light Industrial: New Paradigm Tenants Driving Industrial Demand

From automation to localized logistics, converging trends are reshaping how companies use industrial space, pushing light industrial facilities to the forefront of modern operations.

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2023
Q1
Corporate Report

2022 Annual Letter

A look back at a year of expansion, platform innovation, and strong fund performance as BKM continued scaling its light-industrial footprint and deepening its vertically integrated capabilities.

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2023
Q1
White Paper

Shorter WALT Advantage - Powering Unprecedented Rent Growth

Rapid mark-to-market cycles and strong tenant demand are driving exceptional rent performance in shorter-WALT assets, setting them apart from long-term lease structures.

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2022
Q4
White Paper

Multi-Tenant Light Industrial: Recession Resiliency

Economic cycles continue to test commercial real estate, yet multi-tenant light industrial stands out with its flexible spaces and diverse tenancy offering stability when it’s needed most.

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2025
Q4
Light Industrial Market Update

Q4 2025 Light Industrial Market Update

Small-bay industrial continued to outperform in Q4 2025, supported by structurally constrained supply, resilient demand from e-commerce, logistics, and manufacturing users, and strengthening capital markets as broader industrial conditions normalized.

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2025
Q4
Case Study

Value-Add Case Study: Mesa Ridge Business Park

BKM fully transformed this well-located park through targeted upgrades and focused re-leasing, turning the asset into a modern, high-performing small-bay destination.

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2025
Q3
Light Industrial Market Update

Q3 2025 Light Industrial Market Update

Small-bay industrial continued to outperform in Q3 2025, with tight supply, resilient tenant demand, and improving capital markets supporting steady growth despite broader market recalibration.

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2025
Q2
Case Study

Value-Add Case Study: Hughes Airport Center

BKM revitalized this Las Vegas business park through targeted upgrades, suite reconfigurations, and hands-on execution, elevating a well-located asset into a modern, high-performing small-bay campus.

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2025
Q2
White Paper

The Manufacturing Multiplier Effect: Driving Jobs, Supply Networks and Small-Bay Industrial Demand

With U.S. manufacturing gaining momentum, supply chains are shifting back home, reshaping local economies and intensifying demand for small-bay industrial space at the center of this revival.

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2025
Q1
Corporate Report

2024-2025 ESG Report

This report highlights BKM’s progress in sustainability, community engagement, and responsible governance—showcasing measurable improvements across environmental performance, social initiatives, and firmwide operational standards.

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2025
Q1
White Paper

Opportunities Abound in Multi-Tenant Light Industrial Facilities: Great Things Come in Small Packages

Amid limited supply and rising tenant diversity, small-bay industrial is proving its strength as an asset class, delivering steady performance and compelling long-term growth.

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2024
Q4
Case Study

Value-Add Case Study: Pacific Business Center

Through strategic repositioning, targeted suite conversions, and disciplined lease execution, BKM transformed this Henderson industrial campus into a highly visible, high-occupancy property positioned for long-term rent growth.

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2024
Q3
Case Study

Value-Add Case Study: PDX Activity Center

Through strategic renovations, modern branding, and efficient leasing, this Portland business park was transformed into a high-performing, move-in-ready industrial hub with strong tenant demand and healthy rent growth.

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2024
Q2
White Paper

Strategic Focus and Resilience: The Advantage of a Geographic and Operational Approach

BKM’s market-by-market operating approach shows how local expertise and intentional geographic spread can strengthen performance, even when broader conditions are uncertain.

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2024
Q1
Corporate Report

2023-2024 ESG Report

A year of continued advancement in BKM’s environmental, social, and governance efforts—featuring expanded data tracking, stronger community programs, and new initiatives that embed responsible practices across the platform.

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2023
Q4
White Paper

Reshoring's Ripple Effect: The Case for Light Industrial

As companies bring production back to the U.S., light industrial properties are emerging as critical support hubs for new manufacturing networks and supply chain resilience.

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2023
Q2
White Paper

Shorter WALT Advantage - Income Gains Outpacing Cost of Capital

In high interest rate environments, short lease terms are creating opportunity, allowing owners to reset rents more quickly and capture income growth that outpaces borrowing costs.

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2023
Q1
Corporate Report

2022 ESG Report

BKM’s inaugural ESG report outlines the firm’s foundational sustainability achievements, expanded tracking tools, and early-stage programs that set the groundwork for long-term environmental stewardship and social responsibility.

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2022
Q4
White Paper

Blackstone has PS Business Parks, you have BKM Capital Partners

This piece outlines why multi-tenant light industrial requires a specialized, vertically integrated operator—highlighting BKM’s hands-on platform, operational depth, and ability to unlock value where many owners cannot.

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