What are the market fundamentals for West Orange industrial?
4.05 million SF inventory, 14.9% vacancy, $12.39/SF NNN average W/D, the highest suburban warehouse rent outside the CBD cluster. 147,513 SF under construction in 1-2 owner-user/small logistics projects. The 14.9% vacancy results from 3-5 years of spec deliveries absorbing at 200K-350K SF annual pace, implying normalization to 10-12% in 18-30 months.