Definition

Mobility Hubs

The emerging repurposing of underutilized structured parking garages into multi-use urban logistics infrastructure. Post-COVID, structured parking in tier-1 and tier-2 cities dropped from 75–80% occupancy to roughly 40%. CJ Follini's investment thesis: ground floors and mid-levels become micro-fulfillment centers (Amazon/Walmart lockers, cold storage for artisanal grocers who need 2,000 sq ft of refrigerated space but can't afford million-square-foot regional facilities), while rooftops become landing pads for eVTOL (electric vertical takeoff and landing) air taxis — with companies like Joby and Archer actively scouting structured parking rooftops. The first commercial urban eVTOL flights are expected in Q4 2026. Mobility hubs convert a depreciating asset into layered logistics infrastructure at the center of last-mile distribution.

From the episode “Millennials Will Inherit Trillions”

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