Live · I-4 Corridor · Polk FL
Ed. 01 · Q2 · 2026

OVERFLOW

Warehouse space, scored and sourced.

Watched3,247,891Signals12,408Dossiers47
See how it works
View demo →
01 / Scan

Every warehouse. Every week.

Warehouses indexed0
12,408 running out of room.
02 / Detect

We spot the ones running out of room.

Fulfillment capacity0%
Overcapacity detected
Tenant
Amazon FC
LAL9 · Lakeland, FL · NNN · Lease exp Q2′27
Bldg SF1.02M
Docks142
Site AC86.4
Inbound YoY+17%
Utilization94%
Dock Dwell3.8h
Signal
Expansion window closes in 14 months.

That’s the signal.

03 / Model

Forty signals. One score.

Signals that precede the listing.

Signals40+
Models2Land Fit · Value-Add
Back-tested2,847transactions
RecalibratedMonthly
Precision94.2%

We don't show you the weights. We show you the winners.

04 / Adjacent Land

Then we find the land right next to them.

Parcels scanned
0
Buildable
0
Acres (top 3)
0
Top score
9.4 / 10
By-right · I-2 · ~90d permit
Power · 25 MVA · sub 0.8 mi
Labor · 820k · 30-min drive

Scored, ranked, priced.

05 / Value-Add

Or parks already standing, mispriced.

$28M
Target
$31M
Target
$34M
Target
$37M
Target
$40M
Target
$43M
Target
$46M
Target
$49M
Target
$52M
Target
$55M
Target
$58M
Target
$61M
Target
Projected IRR (5-yr)0.0%
MOIC · 2.4x
Selected
Lakeshore Logistics Park
Phoenix, AZ · 4 bldgs · 612k SF
Submkt comp cap · 5.8% · 40bp discount
Acquire
$—
Stabilize
$52.0M
Going-in cap → Yield on Cost
6.2%→6.2%
Spread · 190 bps
Thesis
WALT 2.1 yrs · in-place $5.20 / market $6.75 · rolls Q2'27.

Sourced off-market, with the angle.

06 / Dossier

Every deal, on your desk.

OVERFLOWDossier · DSR-0427
Apr · 2026
Overflow · Scored
9.3 / 10
Model v4.2 · n=387
Location
N
Lakeland, FL · Polk Cty
Parcel E — 24.8 ac adjacent to Amazon LAL9. Zoned I-2. Utilities at pad.
Build env · 412k SF · 32 docks · 36′ clear · 130 trailer stalls
Diligence · FEMA X · Phase I cleared · wetlands 0.0 AC · title clear
Financials
Assessed$9.2M
List est$14.6M
Build cost$58M
Rent (PSF)$8.40
Yield7.8%
IRR (5yr)19.4%
Ownership chain
Hawthorne Land Holdings LLCFee simple
Mgr: R. Hawthorne2007 – pres
Last sale$2.1M · 2011
Confidential · JV Elion ↔ HashemPage 01 / 07

Every Monday. Ranked, priced, IC-ready.

07 / Finale

Two plays.
One system.

Warehouse space, two ways — land next to overcapacity, and existing parks worth re-pricing. Sourced, scored, and shipped.

Enter Overflow→↑ Watch again
JV Elion ↔ HashemEd. 01 · 2026