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  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 207 slides",
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  "presentationDate": "2022-01-01 00:00:00",
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  "notes": "Includes a line chart showing historical and projected growth rates and a bar chart showing 2030 penetration scenarios.",
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      "text": "E-commerce penetration is forecasted to reach 30% of sales in 2030, up from 11% in 2019, which translates to a 13% annual CAGR in e-commerce sales as shown below",
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      "text": "1. E-commerce sales have spiked since the COVID outbreak... 2. E-commerce requires ~3x the warehouse space... 3. Overall supply growth will likely continue to lag demand...",
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      "text": "Source: Green Street Advisors.",
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      "kind": "title",
      "text": "STRONG EXPECTED E-COMMERCE PERFORMANCE TO DRIVE DEMAND FOR INDUSTRIAL SPACE",
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