Demand for US logistics space returns, lifting occupancy
Newest and largest properties lead gains
Logistics properties ended 2025 with strong gains in demand after sluggishness for two-thirds of the year.
Capital flows to industrial investment funds slump to lowest levels since 2018
Funding reveals shift toward tech-driven infrastructure and niche segments
Investment funds targeting industrial property are providing an early glimpse of how investment activity is likely to unfold for that property type in 2026.
What to watch in 2026: Industrial outlook remains volatile amid supply overhang, shifting demand
Vacancy persists in mid-sized logistics properties as data centers proliferate
As 2025 comes to a close, marking a volatile year for the U.S. industrial property sector, market trends promise to keep things interesting in 2026.
Cold storage demand eases as elevated supply pipeline moderates
Warehouse food inventories drop alongside shrinking frozen food trade flows
Following a surge in cold-storage construction in the past few years, the sector unexpectedly faces cooling demand as food inventories shrink and frozen food trade flows contract. ...
Data centers attract an increasing share of construction spending
Surge in building also supports domestic semiconductor production
U.S. industrial construction spending is undergoing a major shift, with data centers emerging as one of the most important drivers of this development. These massive facilities are...
Here's where big-box industrial property is thriving
Oklahoma City, Nashville, Richmond and Columbus emerge as national leaders
U.S. industrial property markets emerging as the top performers in the big-box industrial sector are Oklahoma City, Oklahoma; Nashville, Tennessee; Richmond, Virginia; and Columbus...
Here are the places where the small bay industrial sector is thriving
Richmond, Tampa, Nashville, Columbus, Salt Lake City and Miami are the national leaders based on leasing momentum and rent gains
A disparate group of markets has emerged as the top performers for the small bay industrial sector, albeit based on different factors. The standouts include Richmond, Virginia; Tam...
Amazon gets more strategic with new space as online sales growth still sluggish
E-commerce giant increasingly focuses on newer and taller distribution property
Amazon, typically seen as a bellwether of national logistics demand, is still occupying more space. But the amount of its take-up has slowed over the past few years.
US industrial forecast sees more vacancy in 2026 with weakness in tenant demand
Freight recession, decline in import activity weighs on property performance
The national outlook for industrial real estate in 2026 anticipates the vacancy rate continuing to rise and a fourth consecutive year of moderating demand as the economy weakens an...
California logistics markets struggle as demand for large properties softens
Sublease space remains elevated as small bay properties outperform
California’s logistics real estate market is navigating a period of recalibration in 2025, with large-format industrial properties facing elevated availability and muted demand. Wh...
Large logistics properties lead industrial sublease boom in US
Tenants take advantage of more discounted space
While uncertainty over tariffs and the economy still influences logistics leasing, tenants signing new leases are more often trying to capitalize on an increasing amount of availab...
Only a handful of US logistics markets manage to outperform pre-pandemic conditions
Many areas suffer rent declines as available logistics space surges across 75% of nation's markets
While West Coast markets have borne the brunt of the trade war's fallout on supply chains this year, elevated space availability and weaker rent growth are quickly spreading across...
Leasing remains resilient for small bay industrial space
Rent trends for logistics space below 50,000 square feet also outperform larger buildings
Despite industrial leasing performance slowing across all property-size ranges, the small bay segment of the market, typically catering to tenants occupying less than 10,000 square...
Large logistics tenants prioritize space optimization as demand shifts
Protracted slowdown in industrial leasing threatens any eventual recovery in the market
Import activity keeps fluctuating, making it less desirable as a leading indicator of logistics property demand. But two other indicators remain more consistent: paperboard contain...
Container pricing trends indicate West Coast import surge could be coming to an end
As imports recede from recent highs, a corresponding rise in logistics space availability reflects reduced demand
Pricing trends for shipping containers have started to decline after reaching recent high levels.
US manufacturing expansion stalls amid fading boost from CHIPS Act, trade uncertainty
Construction, search data point to slowdown in new operations
Spending and construction starts on new manufacturing facilities, along with lease-listing views for available space, all point to a near-term slowdown in the expansion of factory ...
Lower outlook for industrial demand pushes vacancy forecast higher
Tenants grow more cautious about leasing amid trade uncertainty
The U.S. industrial real estate market began 2025 with momentum, but recent data reveals a softening trajectory as tenant demand moderates and macroeconomic risks intensify.
Supply risk constrains pricing in sales of large industrial properties
Large, vacant industrial properties trade at discount, further expanding premium paid for occupied properties
Overall sales of industrial properties nationally have recovered by almost 20% from the low point in 2024. Even so, the annualized number of logistics property sales through the se...
US logistics tenants vacate more space than they take for first time in 15 years
Moderating retailer inventory growth reflected in quarterly leasing
For the first time in 15 years, U.S. logistics tenants have vacated more space than they moved into during a given quarter, a phenomenon that was driven by businesses slowing expan...
Immigration has bolstered apartment demand. What an expected slowdown means in four gateway markets.
Rentals in South Florida, Dallas-Fort Worth, LA and Orange County face unique challenges
Since 2020, more than 80% of the population growth across several major U.S. cities has come from international immigration, which has substantially benefited apartment demand in s...