We Invest $10M+ Per Industrial Asset to Make It a Critical Electric
Infrastructure.
Power is no longer a commodity — it is a scarce asset.
We secure it for your portfolio.
Stage converts unused land in industrial sites into high-yielding grid assets — creating immediate contracted NNN income across institutional logistics portfolios.
Platform Depth
Critical Infrastructure
Generating Optionality for Future Megatrends.
Each $10M–$20M infrastructure investment positions the site to capture multiple converging demand vectors — delivering contracted income today while preserving the full upside of tomorrow's logistics transformation.
Execution Certainty.
Every project moves through a structured framework built around institutional discipline, local expertise, and centralized accountability.
Institutional Structuring
Lease, easement, and approval frameworks built specifically for portfolio ownership and scaled mandates.
Local Delivery Partners
Best-in-class EPC, engineering, and permitting execution deployed seamlessly in each targeted market.
Centralized Management
Stage controls scope, milestones, counterparties, and provides comprehensive reporting to the landlord.
Phased Discipline
Projects advance systematically through rigorous diligence gates before full capital commitment is made.
Unlocking Grid-Constrained Real Estate.
The logistics real estate sector faces a structural infrastructure gap. Stage exists to bridge it.
The Constraint
The Infrastructure Bottleneck
Logistics facilities built for diesel fleets are fundamentally unprepared for the power demands of electrification — grid upgrades take 3–7 years and cost millions.
Interconnection queues are overloaded. Utility lead times are expanding. Owners who wait will find themselves locked out of the infrastructure window entirely.
The U.S. grid interconnection queue exceeded 2,600 GW in 2023 — a 40% increase in a single year. Most logistics owners have no viable path forward without a specialized partner.
The Solution
Stage deploys $10M–$20M in project capex per site, handling every dimension of infrastructure development — from utility negotiations and interconnection to EPC delivery and ongoing operations — so the landlord receives immediate contracted income with zero development burden.
Zero Development Spend
All capital sourced and deployed by Stage.
Immediate Income
Contracted ground lease from day one.
Tenant Retention Advantage
Power infrastructure differentiates the asset.
Future-Proofed Assets
EV optionality built into every project structure.
How a Site Becomes a Grid Asset.
Portfolio Screening
AI-driven analysis of logistics site portfolios using proprietary grid intelligence, feeder headroom data, and logistics demand signals to identify the highest-conviction opportunities.
Site Diligence
Detailed utility mapping, interconnection feasibility analysis, local permitting assessment, and site-specific infrastructure scoping to validate development potential.
Commercial Structuring
Land lease and easement negotiation with institutional protections, structured to align with REIT requirements and portfolio ownership frameworks.
Capital Commitment
Stage deploys full project capex — $10M–$20M per site — covering all interconnection costs, engineering, procurement, and construction capital.
Development & Interconnection
Active management of the full utility interconnection process, local engineering, EPC contracting, and permitting through to commercial operation.
Operations & Monetization
Battery revenue from energy arbitrage and capacity markets today; EV charging optionality exercisable tomorrow as tenant demand materializes.
Representative Site Profile
Northeast Industrial Distribution Hub
New England Market · Anonymized
Site identity, landlord, and tenant withheld per NDA. All details anonymized.
"A 450,000+ sq ft institutional logistics facility on a long-term lease with a Fortune 25 anchor tenant — operating 150 Class 8 trucks daily — is converting its high-utilization truck court into a contracted 10 MW / 40 MWh battery infrastructure asset. Zero landlord capital."
450,000+ sq ft Class A logistics facility with 150 daily Class 8 truck movements — among the region's highest-throughput distribution nodes for a Fortune 25 retailer.
Fortune 25 anchor tenant on a long-term NNN lease — institutional-grade demand certainty with a tenant whose logistics footprint spans the entire Eastern Seaboard.
10 MW / 40 MWh front-of-meter battery storage and EV charging infrastructure — Stage equity covers full interconnection, engineering, and construction. Zero landlord capex.
Ground lease structured on underutilized truck court land: contracted NNN income begins at COD, with full heavy-duty EV charging conversion optionality at lease expiration.
Single-counterparty delivery: Stage manages all utility interconnection, local permitting, EPC execution, and milestone reporting directly to the asset manager.
EPC & Delivery
Best-in-Class Local Execution.
Stage coordinates all engineering, procurement, and construction through vetted local partners — managing every workstream from a single, accountable point of contact for the landlord.
Pre-vetted EPC partners in every active market with proven logistics infrastructure track records.
Active project management: Stage tracks scope, schedule, and budget across all delivery partners.
Comprehensive reporting package delivered directly to the landlord at each project milestone.
"Stage manages every vendor, every utility conversation, and every permitting submission. The landlord receives updates — not tasks."
Landlord Protection
Structural Protections at Every Layer.
Non-interference covenants protecting all existing tenant operations throughout development.
Stage bears full development risk — landlord faces zero cost exposure at any project phase.
Institutional-grade lease with REIT-compatible terms and portfolio-level structuring.
Reversionary rights ensuring full asset control returns to landlord at lease expiration.
Environmental indemnification covering all infrastructure-related liability.
Comprehensive insurance framework covering construction, operational, and liability risk.
Proprietary Intelligence
The Data Moat: Algorithmic Origination.
Stage's competitive edge begins before any human conversation — our proprietary platform identifies and prioritizes sites that others cannot see.
Grid Intelligence Engine
Proprietary analysis of 10,000+ utility nodes, feeder headroom capacity, and interconnection queue positioning to surface optimal development windows before they close.
Logistics Site Scoring
Parcel-level scoring across tenant profiles, lease structures, truck traffic patterns, and power infrastructure proximity to rank the highest-conviction sites in any market.
Multi-Variable Diligence
Automated permitting pre-screens, environmental constraint mapping, and utility engagement history — reducing time-to-conviction from months to days.
Leadership
Investment-Grade Leadership.
Dror Segal
Real Estate & Capital
- /$3B+ in transaction volume across industrial and commercial real estate in the US — deep expertise in large-scale institutional portfolios and capital deployment.
- /Former Co-Managing Partner, Princeton Real Estate Partners; CIO, Northwind Group.
- /Israel Navy Reserve Captain — missile intercept systems.
- /MBA, University of Michigan.
Omri Klinger
AI & Technology
- /Early AI builder and serial entrepreneur — founder of Dooron (acq. Yad2 / Axel Springer).
- /Re-Architected a $1B strategic geospatial intelligence system for Elbit Systems (NASDAQ: ESLT) — military-grade GIS deployed at national scale.
- /B.Sc. Electrical Engineering & Computer Science, Tel Aviv University.
Get Started
Ready to evaluate your portfolio?
Whether you manage 1 site or 200, Stage provides a no-cost portfolio evaluation to identify your highest-value infrastructure opportunities. One conversation, zero commitment.