Target Information

On August 26, 2025, Stonepeak, a prominent alternative investment firm focusing on infrastructure and real assets, announced the acquisition of two logistics properties in Fort Worth, Texas, encompassing a total of 748,000 square feet. These assets are strategically situated in the Alliance submarket of the Dallas-Fort Worth (DFW) region, which is notable for its robust transportation infrastructure.

Located near two Class I rail lines, the BNSF Alliance intermodal terminal, and Fort Worth Alliance cargo airport, these properties offer excellent connectivity via the I-35 highway, a crucial transportation route linking Mexico and Canada. The locale benefits from a population exceeding 8 million residents, projected to expand at three times the national average by 2030.

Industry Overview

The logistics and transportation sector in Texas, particularly in the DFW area, is experiencing significant growth due to its strategic geographical positioning and developed infrastructure. The Alliance submarket has become a vital hub in the freight logistics network, enhancing supply chain efficiency and responsiveness, which are crucial traits in the evolving market landscape.

Investments in logistics assets are gaining traction as companies increasingly prioritize supply chain resilience and flexibility. The state’s fundamental economic growth continues to drive demand for logistics facilities, allowing businesses to optimize distribution operations while navigating the complexities of global supply chains.

Moreover, Texas continues to attract businesses due to its favorable regulatory environment, economic incentives, and workforce availability. These aspects contribute to a burgeoning logistics sector, which is adapting to trends in e-commerce, technology integration, and sustainability.

By 2030, the logistics market in Texas is expected to undergo notable transformations, further solidifying its position as a national leader in supply chain management and logistics services. This environment provides investors with strategic opportunities for high returns in the logistics and transportation asset classes.

Rationale Behind the Deal

The acquisition of these logistics assets aligns with Stonepeak’s strategic focus on investments in high-quality real estate near critical transportation infrastructure. As articulated by Stonepeak’s Senior Managing Director and Head of Real Estate, Phill Solomond, the firm believes that properties with such advantageous locations will continue to deliver superior performance due to their essential role in supporting local and national supply chains.

This investment also reinforces Stonepeak’s commitment to expanding its portfolio in the Dallas-Fort Worth area, where it has already acquired substantial logistics assets since April 2024. The firm seeks to capitalize on the region’s macroeconomic trends and infrastructure developments, which are expected to drive sustained demand for logistics facilities.

Investor Information

Stonepeak is a leading alternative investment firm specializing in infrastructure and real assets, boasting approximately $76.3 billion in assets under management. The firm aims to generate value for its investors by investing in defensive, hard-asset business sectors globally, prioritizing downside protection and strong risk-adjusted returns.

With a focus on sectors such as transport and logistics, digital infrastructure, energy transition, and real estate, Stonepeak combines capital, operational support, and strategic partnerships to foster growth in its investments. The firm operates from its headquarters in New York and maintains a global presence with offices across various key cities worldwide.

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This investment by Stonepeak is poised to be a strong addition to its portfolio, given the strategic importance of the acquired logistics assets. The Alliance submarket's well-established transport infrastructure, coupled with its projected steady population growth, enhances the potential for long-term value appreciation and cash flow stability.

The logistics sector's current resilience and growth trajectory in Texas, driven by e-commerce and supply chain evolution, further reinforce the viability of this investment. The firm’s approach to acquiring mission-critical assets underscores its strategic alignment with evolving market demands.

Moreover, Stonepeak’s established expertise and operational support mechanism provide confidence in managing these assets effectively over the long term. This combination of strategic location, growing market demand, and a strong investor backing makes this deal a promising venture in the logistics real estate sector.

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