Ares Management Corporation announced the launch of Marq Logistics, a single‑brand platform that brings together its North American and European logistics real‑estate operations with the global portfolio acquired from GLP Capital Partners outside China. The move consolidates roughly 2,000 properties totaling more than 600 million square feet, creating one of the world’s largest logistics portfolios and positioning Ares as a top‑three global owner and operator of logistics assets.
The consolidation follows the March 2025 acquisition of GLP Capital Partners’ international business, a $3.7 billion deal that added 1,200 properties and 400 million square feet to Ares’ holdings. By unifying the platform, Ares gains operational leverage, cross‑border tenant service capabilities, and a stronger bargaining position with logistics operators that are increasingly demanding integrated supply‑chain solutions. The brand launch signals Ares’ commitment to the “new economy” sectors—logistics, data centers, student housing, multifamily, and self‑storage—where e‑commerce and cloud demand continue to accelerate.
In its most recent quarterly report, Ares Management posted a non‑GAAP earnings per share of $1.19, beating analyst expectations of $1.14 by $0.05, or 4.4%. The beat was driven by disciplined cost management and a favorable mix shift toward higher‑margin private‑credit and real‑estate segments, offsetting modest revenue growth. Total revenue reached $1.66 billion, up 61% from the $1.04 billion reported in the same quarter a year earlier, reflecting strong demand for logistics space and a rebound in e‑commerce freight volumes. The company’s dividend was raised to $1.12 per share, a 20% increase year‑over‑year, and it announced a record fundraising quarter, expecting to exceed its previous annual record of $93 billion in 2025.
Julie Solomon, Co‑Head of Ares Real Estate, said the Marq brand “represents an exciting next chapter for the Ares Real Estate business, building on our top‑three global leadership position in one of our highest‑conviction sectors.” CEO Michael Arougheti added that the company’s strong financial performance and robust fundraising activity give it confidence to continue expanding its logistics footprint and to pursue additional high‑return opportunities across its portfolio. The company’s assets under management reached $110 billion in real‑estate and $595 billion overall as of September 30, 2025, underscoring its scale and liquidity.
Analysts maintain a “Buy” consensus on Ares, with an average price target of $189.15, reflecting confidence in the company’s ability to capitalize on logistics growth and its disciplined capital allocation. The Marq launch is viewed as a strategic step that should reinforce Ares’ competitive positioning and support its long‑term earnings trajectory.
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