How LP's Can Profit From Trump's America First Agenda
Is your portfolio positioned to ride the wave fueling America’s industrial comeback?
Industrial sale–leasebacks are surging on policy-driven demand: manufacturers and distributors onshoring production, selling their facilities, and signing long-term leases to reinvest in growth.
For LPs, that translates to mission-critical tenants, tenant-paid expenses, and consistent cashflow from America’s industrial backbone.
Recently on The Passive Income Playbook, featured on the Best Ever CRE network, Pascal sat down with Judd Dunning (DWG Capital Partners, $100M AUM) to discuss how LPs can back U.S. manufacturing, harness the onshoring trend, and build wealth through industrial triple-net sale–leasebacks.
In this episode:
✅ Why industrial sale–leasebacks are surging with America’s onshoring push
✅ How LPs earn bond-like income while tenants cover taxes, insurance & expenses
✅ The two factors that matter most when underwriting: credit & location
✅ What policy-driven reshoring means for deal flow and investor returns
✅ How this niche compares to multifamily, storage, and other CRE strategies
Judd also breaks down:
• DWG Capital’s $100M portfolio and how they source mission-critical tenants
• The risks LPs often overlook in single-tenant deals—and how to mitigate them
• How cost segregation and depreciation benefits enhance after-tax returns
Whether you’re seeking predictable cash flow or diversification beyond apartments and storage, this episode reveals how LPs can back U.S. businesses and ride the America First agenda to build lasting wealth.
👉 Get 25+ Private Equity Deals in Your Inbox:
http://growyourcashflow.io/investing-starter-kit-yt
Chapters
00:00 – Is Your Portfolio Ready for America’s Industrial Comeback?
02:12 – Triple-Net Leases Explained for LP Investors
05:45 – Why U.S. Businesses Sell Their Buildings and Lease Them Back
09:30 – Policy Tailwinds: Onshoring, Trump, and the America First Agenda
14:18 – Industrial Sale–Leasebacks vs. Multifamily & Self-Storage
18:40 – How LPs Should Underwrite Mission-Critical Tenants
23:05 – Location, Credit, and the Keys to Downside Protection
28:32 – Inside DWG Capital’s $100M Industrial Portfolio
34:50 – Tax Advantages: Depreciation and Cost Segregation in Industrial
41:27 – How LPs Can Ride the Onshoring Wave for Predictable Cash Flow
Industrial sale–leasebacks are surging on policy-driven demand: manufacturers and distributors onshoring production, selling their facilities, and signing long-term leases to reinvest in growth.
For LPs, that translates to mission-critical tenants, tenant-paid expenses, and consistent cashflow from America’s industrial backbone.
Recently on The Passive Income Playbook, featured on the Best Ever CRE network, Pascal sat down with Judd Dunning (DWG Capital Partners, $100M AUM) to discuss how LPs can back U.S. manufacturing, harness the onshoring trend, and build wealth through industrial triple-net sale–leasebacks.
In this episode:
✅ Why industrial sale–leasebacks are surging with America’s onshoring push
✅ How LPs earn bond-like income while tenants cover taxes, insurance & expenses
✅ The two factors that matter most when underwriting: credit & location
✅ What policy-driven reshoring means for deal flow and investor returns
✅ How this niche compares to multifamily, storage, and other CRE strategies
Judd also breaks down:
• DWG Capital’s $100M portfolio and how they source mission-critical tenants
• The risks LPs often overlook in single-tenant deals—and how to mitigate them
• How cost segregation and depreciation benefits enhance after-tax returns
Whether you’re seeking predictable cash flow or diversification beyond apartments and storage, this episode reveals how LPs can back U.S. businesses and ride the America First agenda to build lasting wealth.
👉 Get 25+ Private Equity Deals in Your Inbox:
http://growyourcashflow.io/investing-starter-kit-yt
Chapters
00:00 – Is Your Portfolio Ready for America’s Industrial Comeback?
02:12 – Triple-Net Leases Explained for LP Investors
05:45 – Why U.S. Businesses Sell Their Buildings and Lease Them Back
09:30 – Policy Tailwinds: Onshoring, Trump, and the America First Agenda
14:18 – Industrial Sale–Leasebacks vs. Multifamily & Self-Storage
18:40 – How LPs Should Underwrite Mission-Critical Tenants
23:05 – Location, Credit, and the Keys to Downside Protection
28:32 – Inside DWG Capital’s $100M Industrial Portfolio
34:50 – Tax Advantages: Depreciation and Cost Segregation in Industrial
41:27 – How LPs Can Ride the Onshoring Wave for Predictable Cash Flow
Creators and Guests
Host
Pascal Wagner
I help accredited entrepreneurs & executives in the US replace their primary income through private investments.
Guest
Judd Dunning
President | DWG Capital Group & DWG Capital Partners (formerly with Newmark Capital Markets/ARA)
