IOS NEWS AND RELATED
IOS News Recap — Aug - Sept 2026
On August 18, 2026, Realterm and Starwood Property Trust announced a $672 million IOS portfolio financing that refinanced 78 properties owned by affiliates of Stonemont Financial Group and Cerberus Capital Management. The portfolio covers 830 acres across 33 U.S. markets, and the lenders described the transaction as the largest IOS financing of its kind. Eastdil Secured Savills arranged the transaction. Paul Sisson, Realterm's Head of Credit; Jeffrey DiModica, President of Starwood Property Trust; and Dennis Schuh, Global Head of Real Estate Lending at Starwood Capital Group were involved in the transaction.
Why it matters for IOS: The transaction is a significant validation of institutional lender appetite for large, geographically diversified IOS portfolios and shows that specialized and traditional CRE credit platforms can underwrite IOS at scale.
On August 26, 2026, JIOS, the industrial outdoor storage platform of Jadian Capital, secured a $277 million loan from affiliates of Apollo Global Management. The financing covers a 37-property IOS portfolio across 23 markets.
Why it matters for IOS: Apollo's financing adds another major private-capital lender to the sector and supports the continued aggregation of scattered IOS properties into scaled national platforms.
On September 9, 2026, Eastdil Secured Savills announced $79 million of acquisition financing for an IOS portfolio comprising 22 properties. The portfolio totals 93 acres across 10 U.S. markets.
Why it matters for IOS: The deal shows that IOS financing activity is not limited to the largest national platforms and that portfolio-level capital is also being arranged for smaller, multi-market acquisitions.
A public market report published September 11, 2026, cited CBRE data showing 3.6% national IOS vacancy in Q2 2026, compared with 6.5% for industrial overall, while nationwide IOS rents reached $11.07 per square foot per month, up 1.6%. Annual transaction volume ranged from $14 billion to $16 billion in 2025, up 15% from the prior year.
Why it matters for IOS: The combination of low vacancy, data-center-driven demand, and rising institutional participation indicates that IOS is moving further into the mainstream CRE capital-allocation universe while diversifying beyond traditional trucking demand.
Other Resources
📢 LIST YOUR PROPERTIES Reach 6K+ IOS investors, operators, and industry professionals in our engaged community.
Get your property in front of qualified buyers and tenants actively searching for Industrial Outdoor Storage opportunities.
📰 SHARE YOUR COMPANY NEWS Got industry news to share? Email us at [email protected] with your company updates and announcements.
Disclaimer: The authors of IOS YardDogs are not finance or tax experts. We love big yards, small buildings. This email is for educational uses and is not financial / investment advice. Please conduct independent research and consult with industry professionals before making financial or investment decisions. Our content, which may contain affiliate links, is subjective and not to be used as the only basis for such decisions. We are not responsible for any losses from relying on this information.