Industrial outdoor storage (IOS) has emerged as an increasingly institutional segment of the industrial market, driven by limited supply, infill locations and demand from a wide range of users. Within the sector, electrified industrial outdoor storage (EIOS) remains a relatively small portion of overall IOS demand but could become a more meaningful category over time.
EIOS consists of IOS sites that, by virtue of their IOS zoning, dense infill locations and excess power, can serve emerging-use cases, such as passenger electric-vehicle (EV) depots, electric truck-charging stations and robotaxi depots. Over time, the definition could broaden to include other uses that require power infrastructure, such as drone delivery fleets.
Today, most EIOS demand is driven by truck-fleet electrification, passenger EVs and the beginnings of the autonomous vehicle (AV) rollout and adoption. Until about 12 to 18 months ago, truck-fleet electrification was more limited to certain geogra
