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  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 207 slides",
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  "authorName": "Blackwells Capital",
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  "presentationDate": "2022-01-01 00:00:00",
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  "notes": "The chart uses a dual-axis combination of a bar chart for occupied space and a line chart for business inventories.",
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      "kind": "chart",
      "text": "Dual-axis chart showing Occupied space (L) and Business inventories (R) from Q4 2002 to Q4 2019.",
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      "text": "As the U.S. economy restarts, adjustments to business supply chains will increase the demand for warehouse space. The downward trend in inventory-to-sales ratios since the early 1990s could reverse as manufacturers, wholesalers and retailers store materials and products closer to manufacturing centers and consumers. Additionally, businesses may create more domestic supply chains as they re-shore or near-shore production. According to CBRE Research, a 5% increase in business inventories requires an additional 400 million to 500 million sq. ft. of warehouse space. Markets with convenient access to seaports may offer very limited space options. This likely will benefit inland hub markets, including the Inland Empire, Atlanta, Pennsylvania I-78/81 Corridor, Memphis, FL I-4 Corridor, Greenville and Central Valley, CA",
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      "kind": "source-note",
      "text": "Source: CBRE May 14, 2020. Link: https://www.cbre.us/research-and-reports/US-MarketFlash-Distribution-Hubs-Will-Benefit-from-Increased-Business-Inventories.",
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      "kind": "title",
      "text": "POTENTIAL BENEFICIARY FROM RE-SHORING BACK TO THE U.S.",
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