Investment

Logistics Investment

Cold logistics — 3PL, port cold storage, reefer trucking and last-mile — offers recurring contracted revenue with lower CAPEX intensity than manufacturing plays.

3PL contract length

3 – 10 years

EBITDA margins

12 – 22%

Asset turn

1.5 – 2.5x

Investment thesis

E-commerce grocery and quick-commerce accelerate demand.
Port cold storage is a chokepoint asset.
Reefer telematics reduces claims and enables premium contracts.

Key risks

Contract concentration.
Driver shortages and fleet electrification transition.

FAQ

Are port cold storage assets bankable?

Yes — usually the strongest cash flow profile due to captive demand and long contract with terminal operators.

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