Greg Goodman

Greg Goodman has served as Group CEO of Goodman Group since founding it in 1995, building a Sydney-based industrial property company into the world's most valuable listed industrial real estate group. Goodman owns, develops, and manages a global portfolio of logistics facilities and, increasingly, data centers across 14 countries including Australia, Japan, China, Continental Europe, the UK, and the US. Goodman's strategic pivot into data centers has been transformational. The company identified that its large-scale logistics development capabilities — securing land, obtaining power connections, managing complex construction projects, and maintaining tenant relationships — translate directly into data center development. Goodman is now one of the largest developers of hyperscale data centers in the Asia-Pacific region and Europe, with a development pipeline that exceeds $80 billion in end value. The combination of e-commerce-driven logistics demand and AI-driven data center demand gives Goodman exposure to two of the most powerful structural growth themes in commercial real estate. Key stock drivers include logistics warehouse demand (driven by e-commerce and supply chain nearshoring), data center development pipeline conversion, power availability for data centers, occupancy rates and rental growth, development completions and yields, interest rate environment, competitive dynamics against Prologis (logistics), Digital Realty and Equinix (data centers), and the sustainability of both e-commerce logistics and AI data center demand.