Royal Oak Realty Trust COO Zappia flags emerging defense supercycle as aerospace, defense tenant backlogs surge

  • Royal Oak Realty Trust management outlined its operating approach in a June 4, 2026 interview featuring COO Matt Zappia.
  • Zappia described the portfolio as “bond-like” net lease cash flow backed by industrial real estate, with ongoing tenant credit monitoring as a core risk tool.
  • He said the company targets middle-market industrial properties around 100,000 square feet, not large distribution warehouses, citing high replacement costs as support.
  • Zappia flagged an “emerging defense super cycle” as a near-term tailwind for some aerospace and defense tenants, while emphasizing concentration control.
  • He said Royal Oak surpassed $1 billion in assets, with repeat business from tenants, brokers, and investors driving pipeline momentum.


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