YardDogs -
A lot happening in industrial outdoor storage, building supply, logistics, and other IOS-related industries. Below is a recap of some important updates that caught our attention!
IOS NEWS AND RELATED
IOS News Recap — September 2025
Uber Freight Launches Dedicated EV Fleet Accelerator w/ Tesla
Uber Freight has introduced a new program in partnership with Tesla aimed at helping carriers adopt Class 8 electric vehicles (Tesla Semis) by subsidizing purchases and offering predictable freight contracts.
Why it matters for IOS: EV adoption shifts the requirements for truck / trailer staging yards. More demand for charging infrastructure, possibly different layout / power requirements, and yards located near charging hubs and major routes may premium out. Also, fleets having predictable utilization makes parking & staging needs more stable.
Fed Lowers Key Rate (~25 bps) — What It Could Mean for Industrial / CRE
The Fed recently trimmed its benchmark interest rate by ~25 basis points, citing cooling labor market and some inflation moderation.
Why it matters for IOS: Lower interest rates may ease borrowing costs, reduce pressure on cap rates, and make debt financing somewhat more accessible. That can revive deal activity in outdoor storage, especially for buyers/investors who have been on the fence.
Home Depot & SRS Complete $5.5B Acquisition of GMS
Home Depot’s specialty trade arm, SRS Distribution, has officially closed its acquisition of GMS Inc. for ~$5.5 billion including debt. GMS is a major distributor of specialty building products—drywall, steel framing, ceilings, etc.—serving both commercial & residential sectors.
Why it matters for IOS: this beefs up the “Pro” customer logistics footprint. More fulfillment & delivery demand, more inventory being staged, possibly more yard / staging facilities required to support faster turnaround, cross-dock, and jobsite delivery operations.
ABC Supply’s Quiet Surge — Don’t Ignore Them
As noted in Webb Analytics, while the biggest names (Home Depot, QXO, etc.) tend to draw headlines, ABC Supply has quietly made major moves: ~80 acquisitions, ~62 greenfield stores from Jan 2023–mid-Sep 2025, with only 2 closures.
Why it matters for IOS: every new yard / branch of a building supply distributor = more demand for nearby outdoor storage, staging, trailer parking for materials, and regional logistics. Also, as these companies multiply, land scarcity, zoning, and infrastructure delays become bottlenecks.
Your Go-To IOS Resources:
Start with our guide: What is Industrial Outdoor Storage?
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Other Resources
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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.