The most valuable industrial real estate in the next decade won't be in financial centers—it will be in manufacturing corridors where physical capital meets policy tailwinds and America's vast reserves of underutilized talent.
Executive Summary:
Our four-part blog series outlines a significant shift in global economic strategy towards "Fortress North America," emphasizing reshoring manufacturing and building physical capital within allied nations. This move prioritizes supply chain resilience and national security over the previous "cheapest labor" model.
A key component of this transformation is the emergence of "Alien Dreadnought" factories, which are highly automated, AI-powered facilities designed to enhance productivity and competitiveness, even in high-wage regions.
We also discuss how policy choices, particularly those related to tariffs, regulation, and investment in robotics and AI, are crucial for the United States to reclaim its status as an industrial superpower, addressing economic disparities and fostering widespread prosperity.
Follow our four-part journey from global supply chain fragility to AI-powered manufacturing renaissance—and discover where to position your capital for strategic advantage.
Follow our four-part journey from global supply chain fragility to AI-powered manufacturing renaissance—and discover where to position your capital for strategic advantage.
