YardDogs -
A lot happening in industrial outdoor storage and the industries related to IOS. Below is a recap of some important updates that caught our attention!
IOS NEWS AND RELATED
IOS News Recap — August 2025
Hammond Lumber, Decks & Docks anchor summer M&A activity
M&A activity in lumber and building materials remains strong, with Hammond Lumber and Decks & Docks leading recent transactions across multiple regions. The sector continues to consolidate with new openings and closures shaping competitive dynamics.
Monomoy CRE and Kennedy Lewis launch $150M strategic partnership
Monomoy CRE, a dedicated industrial outdoor storage investment platform, secured a $150 million commitment from Kennedy Lewis — including a $100 million term loan, $50 million option, and an equity stake. The partnership strengthens Monomoy’s balance sheet and positions it for IOS acquisitions nationwide.
Greykite Fund acquires controlling stake in TP Network IOS platform
Greykite European Real Estate Fund I took a majority stake in TP Network, a pan-European IOS operator specializing in secure truck parking and outdoor storage. This marks Greykite’s seventh investment and expands institutional capital into the fragmented IOS infrastructure market.
Union Pacific & Norfolk Southern pursue $85B transcontinental rail merger
The proposed UP-NSC merger, valued at ~$85 billion, would form the nation’s first coast-to-coast rail network, resulting in the creation of a combined enterprise of over $250 billion. The combined system would span 50,000 miles across 43 states and serve over 100 ports, with projected annual synergies of $2.7–2.75 billion.
Carlyle closes $9B opportunistic real estate fund
Carlyle Realty Partners X raised $9 billion, its largest U.S. opportunistic fund to date, with a focus on residential, self-storage, and industrial assets. A portion is earmarked for industrial outdoor storage, which Carlyle specifically highlighted in its March 2024 investor deck.
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