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US industrial demand expected to overtake new supply by early 2027

The shift is likely to reaccelerate rent growth later next year
Despite softer industrial demand in recent years, this mid-sized property in the Houston market remains fully leased. (CoStar)
Despite softer industrial demand in recent years, this mid-sized property in the Houston market remains fully leased. (CoStar)
CoStar Analytics
April 27, 2026 | 9:19 P.M.

U.S. industrial property demand is expected to start overtaking new supply early next year, changing a dynamic that's plagued warehouse and logistics real estate owners in the post-pandemic era.

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