Dalfen Industrial

Name

Dalfen Industrial

Legal name

Dalfen Industrial LLC

Website

https://dalfen.com

Company type

Private

Founded year

1935

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Industrial Real Estate Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Industrial & Logistics Real Estate Asset Management (BPAJAMAC)

akta.pro secondary industries

Industrial & Logistics Brokerage (BPAJABAC), Last-Mile / Urban Industrial Brokerage (BPAJACAH), Industrial Outdoor Storage (IOS) & Yard Brokerage (BPAJACAF)

Keywords

• Last mile industrial real estate
• Industrial property investment
• Commercial real estate development
• Logistics warehouse leasing
• Industrial outdoor storage

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Personnel, Supply Chain, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Industrial Real Estate Rental Income: Primary revenue stream from renting warehouse and industrial properties to e-commerce and logistics tenants. Properties are leased to tenants including major retailers, logistics companies, and manufacturing firms.
2. Asset Management Fees: Dalfen manages real estate funds and portfolios for institutional investors, earning management fees on assets under management across its five real estate funds.
3. Property Development and Disposition: Revenue generated through ground-up development and build-to-suit projects, as well as profitable disposition of assets after value creation through operational improvements.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Dalfen Industrial is a real estate investment manager that acquires, develops, and operates last mile industrial real estate properties in key U.S. markets. The company operates a vertically integrated platform spanning acquisitions, ground-up development, build-to-suit projects, asset and property management, and capital markets, supported by a proprietary last mile location scoring methodology. It also runs an Industrial Outdoor Storage (IOS) platform for trailer parking, container storage, contractor yards, equipment yards, and truck terminals.

Product overview

Dalfen Industrial is a real estate investment manager operating as a single unified platform focused exclusively on last mile industrial properties. The core offering consists of last mile industrial real estate acquisition, development, and operation, supported by vertically integrated services including ground-up development, build-to-suit, asset and property management, and capital markets. The company also operates an Industrial Outdoor Storage (IOS) platform for IOS sites across major U.S. markets. The portfolio spans 215 properties across multiple U.S. regions (Central, Midwest, Northeast, Southeast, West), with proprietary last mile scoring methodology used to identify optimal investment locations. Industrial Outdoor Storage services cater to specific use cases including trailer parking, container storage, equipment yards, and truck terminals.

Differentiator

Problem solved

Functional benefit

Brands

• Dalfen IOS: Industrial Outdoor Storage platform for acquiring and developing IOS sites across major U.S. markets including trailer parking, container storage, equipment yards, and truck terminals.

Products and services

• Last Mile Industrial Real Estate Acquisition, development, and operation of last mile industrial properties in key U.S. markets, strategically located near major population centers to meet e-commerce and logistics demand. Leased to enterprise tenants for distribution, fulfillment, and warehouse operations.
• Ground-Up Development

Quantifiable outcome

• Transport costs equate to 45-75% of all supply chain costs, making last mile location critical for profitability
• +2 more outcomes

Named customers18 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered major and notable.

• JLL Capital MarketsmajorImplementation/ SI/ Consulting Partner · 24 June 2026JLL Capital Markets arranged the sale of the Broward Logistics Portfolio, a 419,253-square-foot industrial portfolio comprising nine properties across Broward County, Florida, to Dalfen Industrial. Transaction contributed to Broward County surpassing $1 billion in industrial transaction volume for 2026.
• Newmark GroupmajorImplementation/ SI/ Consulting Partner · 5 May 2026Newmark Group arranged the sale and acquisition financing of the 19-property, 1.38-million-square-foot shallow bay logistics portfolio across Dallas-Fort Worth, Chicago, Cincinnati, and Indianapolis for $207.5 million.
• FoxconnnotableOthers · 16 June 2025Foxconn acquired the four-building, 1 million-square-foot Fairbanks Logistics Park in Houston from Dalfen Industrial for $142 million. Foxconn plans to invest $450 million to build an AI server manufacturing facility at the site, creating 600 direct jobs.
• Eastdil SecuredmajorImplementation/ SI/ Consulting Partner · 26 March 2025Eastdil Secured represented Goldman Sachs and Dalfen Industrial on the $685 million Starwood portfolio transaction involving 38 warehouses.

Scale indicators10 records

Recent moves15 records

Expansion highlights6 records

Direct peers

• CenterPoint Properties: CenterPoint Properties is a private industrial investment manager focused on infill port-adjacent and last-mile logistics facilities. It shares Dalfen's institutional capital model and last-mile thesis in major distribution nodes.
• Bridge Industrial: Bridge Industrial is a private, vertically integrated industrial real estate operator developing and acquiring infill logistics properties in core U.S. markets. It is a direct private peer competing for the same off-market last-mile assets and institutional capital.
• EastGroup Properties: EastGroup Properties (NYSE: EGP) is a public REIT focused on Sunbelt infill industrial distribution properties. Multiple Dalfen executives (Chris Segrest, others) came directly from EastGroup, and the two firms compete for similar tenants and infill assets in Florida, Texas, and the Southeast — Dalfen's strongest markets.
• Crow Holdings Industrial: Crow Holdings Industrial is a major Texas-based private industrial developer and investor with a similar vertically integrated platform and infill focus. It operates across many of the same Sunbelt markets as Dalfen and competes for similar tenants and capital.
• Link Logistics Real Estate: Link Logistics is the largest U.S. domestic-only industrial REIT, owned by Blackstone. Dalfen directly acquired a portfolio from Link/Blackstone (Broward) and competes with Link for infill last-mile tenants in the same geographies Link operates.
• Terreno Realty Corporation: Terreno Realty (NYSE: TRNO) acquires, develops, and operates industrial properties in six major U.S. coastal markets. Its infill last-mile focus and target tenant base (logistics, e-commerce) closely mirrors Dalfen's investment thesis.
• First Industrial Realty Trust: First Industrial (NYSE: FR) is a public REIT focused on industrial properties including last-mile distribution in major U.S. markets. Christine Choi Moore worked at First Industrial, and First Industrial overlaps directly with Dalfen's target geographies and tenant base.
• Rexford Industrial Realty: Rexford Industrial (NYSE: REXR) is a public REIT focused exclusively on infill industrial properties in Southern California. Dalfen's West Coast operations and Bay Area office overlap directly with Rexford's strategy of last-mile distribution in supply-constrained infill markets.
• EQT Exeter: EQT Exeter is a global private equity real estate investment manager focused on logistics, industrial, and multifamily. Jeremy Hamaoui previously worked at EQT Exeter, and the firm competes with Dalfen for institutional capital and infill last-mile acquisitions across major U.S. markets.

Broad incumbents

• Prologis: Prologis is the world's largest industrial REIT with over 1 billion sq ft globally. While vastly larger and global, it competes directly with Dalfen for infill last-mile industrial assets in major U.S. logistics markets and represents the dominant institutional capital source for the asset class Dalfen operates in.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/dalfen-america-corp

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dalfen Industrial