Greg Goodman

Greg Goodman has led Goodman Group as CEO for over two decades, building the Australian company into the world's most valuable listed industrial real estate company. Goodman develops, owns, and manages logistics warehouses, distribution centers, and increasingly data centers across 14 countries in Asia-Pacific, Europe, and the Americas, with approximately $80 billion in assets under management. Goodman's tenant roster includes the world's largest e-commerce and logistics companies: Amazon (Goodman's single largest customer), DHL, FedEx, Alibaba, and numerous other global supply chain operators. The shift toward e-commerce has been a powerful tailwind — online retailers require approximately three times more warehouse space per dollar of sales than traditional brick-and-mortar retailers. The most significant recent development is Goodman's expansion into data centers, leveraging its land bank and development capabilities to build hyperscale data center facilities for cloud computing and AI workloads. Data center development commands higher returns than traditional logistics properties. Key stock drivers include logistics rental growth and occupancy rates, development pipeline and completions, data center expansion progress, e-commerce penetration growth, interest rate environment, land bank value, and competitive dynamics with Prologis, GLP, and other global logistics REITs.