Market Reports

Chicago Industrial MarketBeat Q1 2026

Chicago's industrial market in Q1 2026 exhibited strong leasing activity with new leasing totaling 9.8 million square feet, up 19.2% year-over-year, while the overall vacancy rate rose to 4.8% and asking rents increased 3.5% year-over-year to $7.40 per square foot. Construction activity remained robust with 1.8 million square feet delivered and 13.5 million square feet under construction, up 77.1% year-over-year, and sales momentum accelerated with 15.8 million square feet sold, up 117.6% compared to Q1 2025.

Industrial & LogisticsChicagoIllinois

Updated 1 month ago·Published Mar 31, 2026

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Austin Industrial MarketBeat Q1 2026

Cushman & Wakefield's Austin Industrial MarketBeat for Q1 2026 reports that Austin's industrial market recorded a 22.9% vacancy rate with positive net absorption of 159,000 square feet year-to-date, while average asking rents stood at $11.81 per square foot, reflecting resilience in the warehouse/distribution segment despite elevated overall availability. Austin's economy showed strength with 1.4 million employed and an unemployment rate of 3.5%, though industrial inventory expanded to 101.9 million square feet following 1.2 million square feet of new deliveries, and quarterly leasing activity increased 35.3% year-over-year to 2.3 million square feet driven partly by big-box transactions.

Industrial & LogisticsAustinTexas

Updated 1 month ago·Published Mar 31, 2026

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Austin Industrial Figures Q1 2026

This is a data and figures report published by CBRE on March 31, 2026, covering the industrial sector in Austin, Texas during the first quarter of 2026.

Industrial & LogisticsAustinTexas

Updated 1 month ago·Published Mar 31, 2026

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San Francisco Peninsula Industrial Figures Q1 2026

This is a data-figures report published by CBRE on March 31, 2026, presenting industrial sector metrics for the San Francisco Peninsula in the first quarter of 2026.

Industrial & LogisticsSan FranciscoCalifornia

Updated 1 month ago·Published Mar 31, 2026

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Chicago Industrial Figures Q1 2026

This is a Q1 2026 industrial sector data report published by CBRE on March 31, 2026, covering the Chicago market. The item contains figures and metrics related to industrial real estate activity in Chicago and comparative national data.

Industrial & LogisticsChicagoIllinois

Updated 1 month ago·Published Mar 31, 2026

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San Francisco Industrial Figures Q1 2026

This is a first-quarter 2026 industrial sector data report for San Francisco published by CBRE covering figures and metrics for that market.

Industrial & LogisticsSan FranciscoCalifornia

Updated 1 month ago·Published Mar 31, 2026

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Dallas/Fort Worth Industrial MarketBeat Q1 2026

Cushman & Wakefield's Q1 2026 industrial market report for Dallas/Fort Worth records leasing activity of 18.5 million square feet in the first quarter (the strongest Q1 on record) and 64.1 million square feet over the past 12 months, driven by robust demand from third-party logistics, e-commerce, manufacturing, and data center sectors. Overall vacancy reached 8.3%, down 130 basis points year-over-year, while asking rents reached $8.74 per square foot (up 10.0% annually), with deliveries totaling 5.1 million square feet and construction activity concentrated at 31.2 million square feet or 3.0% of stock, with build-to-suit projects representing 35.9% of that pipeline.

Industrial & LogisticsDallas-Ft. WorthTexas

Updated 1 month ago·Published Mar 31, 2026

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Los Angeles Industrial MarketBeat Q1 2026

Cushman & Wakefield's Q1 2026 industrial market report for Los Angeles County documents a modestly growing yet softening market, with employment increasing 0.8% year-over-year but core industrial demand drivers (trade, transportation, utilities, and manufacturing) declining, while the overall vacancy rate rose to 4.6% and net absorption turned negative at -2.2 million square feet year-to-date. Average asking rents continued declining, down 3.4% year-over-year to $1.32 per square foot monthly on a triple-net basis, though the pace of decline has moderated and leasing activity remained steady at 8.7 million square feet, with demand concentrated in infill submarkets of LA South and LA Central.

Industrial & LogisticsLos AngelesCalifornia

Updated 1 month ago·Published Mar 31, 2026

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Los Angeles Industrial Figures Q1 2026

This is a quarterly industrial real estate data report published by CBRE on March 31, 2026, presenting figures for the Los Angeles market in the first quarter of 2026.

Industrial & LogisticsLos AngelesCalifornia

Updated 1 month ago·Published Mar 31, 2026

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New York City Industrial & Logistics Figures Q4 2025

This is a data and figures report published by CBRE on December 31, 2025, presenting industrial and logistics market information for New York City in the fourth quarter of 2025. The report covers the industrial sector with geographic focus on New York City and New York State.

Industrial & LogisticsNew YorkNew York

Updated 1 month ago·Published Dec 31, 2025

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Lee & Associates

South Florida Q3 2025 Industrial Market Report

South Florida's industrial market experienced vacancy rate increases from 6.6% to 7.7% year-over-year in Q3 2025, while average asking rents rose modestly from $17.09 to $17.35 per square foot NNN. The retail sector remained resilient with a 3.4% vacancy rate and asking rents of $36.36 per square foot, office vacancies held steady at 8.3% with rents climbing to $39.19 per square foot, and multifamily maintained a 6.5% vacancy rate with asking rents increasing to $2,264 per month.

Industrial & LogisticsMiamiFlorida

Updated 1 month ago·Published Sep 30, 2025

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Phoenix Industrial Market Report Q1 2026

This is a first-quarter 2026 industrial market report for the Phoenix area published by Colliers on March 31, 2026. The report covers market conditions and activity in the Phoenix industrial sector.

Industrial & LogisticsPhoenixArizona

Updated 1 month ago·Published Mar 31, 2026

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Kidder Mathews

Los Angeles Industrial Market Report - Q1 2026

The Los Angeles industrial market in first quarter 2026 recorded a direct vacancy rate of 5.9% with total leasing activity of 5.9 million square feet and negative net absorption of 2.0 million square feet, while average asking rents stood at $1.39 per square foot on a triple net lease basis with average sale prices at $325.04 per square foot and a 3.6% cap rate. Global geopolitical developments and elevated fuel costs pressured logistics users, though demand continued from aerospace, defense, and advanced manufacturing sectors, with notable transactions including Amazon leasing 500,000 square feet in Long Beach and Varda Space Industries leasing 200,000 square feet in Torrance.

Industrial & LogisticsLos AngelesCalifornia

Updated 1 month ago·Published Mar 31, 2026

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Atlanta Industrial Market Report Q1 2026

This is a market report published by Colliers in Q1 2026 covering the industrial sector in Atlanta, Georgia. The report includes national geography tags in addition to the Atlanta focus.

Industrial & LogisticsAtlantaGeorgia

Updated 1 month ago·Published Mar 31, 2026

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Central Los Angeles Industrial Research Report Q1 2026

This is a market report published by Colliers in Q1 2026 covering the industrial sector in Central Los Angeles. The report provides analysis of the Central Los Angeles industrial market as of the first quarter of 2026.

Industrial & LogisticsLos AngelesCalifornia

Updated 1 month ago·Published Mar 31, 2026

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Kidder Mathews

Seattle Industrial Market Report - Q1 2026

The Puget Sound industrial market remained soft in Q1 2026, with total regional inventory at 410 million SF across 11,333 properties, vacancy increasing to 9.3% from 8.9% year-end 2025, and average blended asking rent at $1.07 per SF. Key submarket conditions varied widely, with Pierce County delivering 1.24 million SF and experiencing positive absorption of 625,284 SF, while Seattle Close-In, Southend, and Eastside submarkets all showed negative absorption, and global supply chain pressures plus recent cargo volumes tracking 17% below prior-year levels continued to constrain the regional market.

Industrial & LogisticsSeattleWashington

Updated 1 month ago·Published Mar 31, 2026

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Chicago Industrial Market Report Q1 2026

This is a market report published by Colliers in March 2026 covering the industrial sector in Chicago, Illinois, with reference to national markets.

Industrial & LogisticsChicagoIllinois

Updated 1 month ago·Published Mar 31, 2026

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Greater Los Angeles Industrial Research Report Q1 2026

This is a market report published by Colliers in the first quarter of 2026 covering the industrial sector in the Greater Los Angeles area. The report is classified as regional industrial real estate research.

Industrial & LogisticsLos AngelesCalifornia

Updated 1 month ago·Published Mar 31, 2026

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U.S. Industrial MarketBeat Q4 2025

The U.S. industrial real estate market achieved 176.8 million square feet of annual net absorption in 2025, a 16.3% year-over-year improvement driven by strong demand from large users seeking modern automation-capable facilities, with inland markets led by Dallas/Fort Worth capturing significantly more demand than historically dominant port-proximate markets. Nationwide vacancy remained stable at 7.1% for three consecutive quarters, asking rent growth slowed to 1.5% year-over-year in Q4 (the lowest since Q1 2020), and industrial completions fell 35% to 280 million square feet—an eight-year low—as build-to-suit projects increased to 29% of deliveries while speculative supply moderated.

Industrial & LogisticsUnited States

Updated 1 month ago·Published Dec 31, 2025

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U.S. Industrial MarketBeat Q3 2025

U.S. industrial net absorption reached 45.1 million square feet in Q3 2025, up 30% quarter-over-quarter and 33% year-over-year, while national asking rents averaged $10.10 per square foot with year-over-year growth of 1.7%, and the national vacancy rate remained flat at 7.1% as new construction deliveries hit an eight-year low of 63.6 million square feet. Buildings constructed since 2020 have registered 196 million square feet of net growth year-to-date as occupiers continue a flight-to-quality trend consolidating operations into newer, high-utilization regional hubs.

Industrial & LogisticsUnited States

Updated 1 month ago·Published Sep 30, 2025

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U.S. Industrial MarketBeat Q4 2024

The U.S. industrial market absorbed 135 million square feet of space in 2024, with fourth-quarter net absorption of 36.8 million square feet up 10.5% quarter-over-quarter, while construction deliveries decelerated to 85.3 million square feet in Q4—the softest quarter since mid-2021—with 78% of annual completions being speculative. Overall vacancy rose to 6.7% in the fourth quarter, increasing by 20 basis points and marking the slowest quarterly gain since late 2022, suggesting the market may approach peak vacancy in the first half of 2025.

Industrial & LogisticsUnited States

Updated 1 month ago·Published Dec 31, 2024

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Atlanta Industrial Market Dynamics Q1 2026

This is a market report published by JLL in March 2026 covering industrial sector dynamics in the Atlanta market for the first quarter of 2026.

Industrial & LogisticsAtlantaGeorgia

Updated 1 month ago·Published Mar 31, 2026

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Phoenix Industrial Market Dynamics Q1 2026

This is a market report published by JLL in March 2026 covering industrial sector dynamics in the Phoenix market during the first quarter of 2026. The report includes national geographic context alongside the Phoenix, Arizona focus.

Industrial & LogisticsPhoenixArizona

Updated 1 month ago·Published Mar 31, 2026

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Chicago Industrial Market Dynamics Q1 2026

This is a quarterly market report published by JLL on March 31, 2026, covering industrial real estate dynamics in the Chicago market during the first quarter of 2026. The report includes geographic focus on Chicago and Illinois with reference to national context.

Industrial & LogisticsChicagoIllinois

Updated 1 month ago·Published Mar 31, 2026

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B+E

STNL Logistics Market Report

The logistics real estate sector continues evolving as e-commerce growth, supply chain shifts, and changing consumer expectations reshape demand for warehouses, distribution centers, fulfillment facilities, and industrial outdoor storage (IOS). Businesses are investing in larger logistics networks, automation, and…

Net LeaseRetailIndustrial & LogisticsUnited States

Updated 1 month ago·Published May 15, 2026

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B+E

Q1 2026 Net Lease Cap Rate Report

B+E Q1 2026 Net Lease Cap Rate Report Net lease cap rates continued adjusting through Q1 2026 as investors responded to interest rate uncertainty, changing supply levels, and shifting tenant performance across retail and industrial sectors. Inventory remained relatively stable while average time on market…

Net LeaseRetailIndustrial & LogisticsUnited States

Updated 1 month ago·Published May 15, 2026

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Radius+

Chattanooga Storage: Rate Recovery

This week the Radius+ team took a closer look at the Chattanooga, TN-GA CBSA. 2022: 2.3% 2023: 2.9% 2024: 6.8% 2025: 0% 2026: 0% Chattanooga experienced massive supply growth in 2024, overwhelming demand in the near term. Its central geographic location has made it an important logistics and transportation hub,…

Self StorageIndustrial & LogisticsUnited StatesGeorgia

Updated 1 month ago·Published May 13, 2026

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Radius+

Indianapolis "Supply Reset

This week the Radius+ team dove into the Indianapolis-Carmel-Greenwood, IN CBSA Indianapolis experienced significant supply growth in 2024 as several new facilities were delivered to the market. As these assets lease up, rental rates have begun to show signs of improvement. There has been no new supply added in…

Self StorageIndustrial & LogisticsUnited States

Updated 1 month ago·Published Apr 15, 2026

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Columbia CompStak (CCRI) Rent Index National Update

Commercial real estate rent data is only as useful as the methodology behind it. That’s why CompStak partnered with Columbia […] The post Columbia CompStak (CCRI) Rent Index National Update: June 15, 2026 appeared first on CompStak .

OfficeREITsData CentersUnited States

Updated 1 month ago·Published Jun 15, 2026

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Columbia CompStak Rent Index National Update

OfficeRetailMultifamilyUnited States

Updated 1 month ago·Published May 15, 2026

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Link Logistics on Building the Data Foundation AI Actually Needs

In today’s rapidly evolving real estate landscape, the buzz around artificial intelligence and data-driven insights is louder than ever. But […] The post Link Logistics on Building the Data Foundation AI Actually Needs – Podcast Recap appeared first on CompStak .

OfficeIndustrial & LogisticsPropTech & DataUnited States

Updated 1 month ago·Published Apr 27, 2026

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Columbia CompStak (CCRI) Rent Index National Update

OfficeIndustrial & LogisticsRetailUnited States

Updated 1 month ago·Published Apr 16, 2026

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NAIOP

Opportunity Zones 2.0: Changes, Challenges and Opportunities

As the “opportunity zones (OZ)" program enters a new phase, investors, developers and advisors are preparing for what many are calling “opportunity zones 2.0.” In a recent episode of NAIOP’s Inside CRE podcast, Angel Rice and Dave Sobochan of Cohen & Co., one of the top tax and accounting firms in the U.S.,…

Industrial & LogisticsOfficeAlternativesUnited States

Updated 1 month ago·Published Jun 1, 2026

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Lee & Associates

Office's Uneven Recovery and Market Footing

For the first time in years, the office market has headline numbers that genuinely look better. The U.S. posted a modest annual net absorption gain in 2025, the first since 2019. Leasing picked up. Activity in top-tier buildings improved in several major markets. But the rebound is narrower than it looks. The…

OfficeIndustrial & LogisticsUnited States

Updated 1 month ago·Published May 7, 2026

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Image published by Knowledge Leader - Commercial Real Estate Content Hub with the article “Quick Hits | Commercial Property Values Post 4% Annual Gain” — Image: Knowledge Leader - Commercial Real Estate Content Hub

Commercial Property Values Post 4% Annual Gain

Commercial property pricing has improved modestly in recent months but remains approximately 14% below the 2022 peak, with performance continuing to vary widely across sectors. Greater capital markets liquidity and increased transaction activity have supported values, though the recovery remains uneven and…

Capital MarketsAlternativesMultifamilyUnited States

Updated 1 month ago·Published Jun 18, 2026

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Image published by Knowledge Leader - Commercial Real Estate Content Hub with the article “Top 25 Industrial Markets: Which Markets Are Pulling Ahead?” — Image: Knowledge Leader - Commercial Real Estate Content Hub

Top 25 Industrial Markets: Leaders and Laggards

The 25 largest U.S. industrial markets are entering the next cycle, with clear differences emerging between markets that are tightening, markets that are stabilizing, and markets that are still working through excess supply. Following the most aggressive development boom in industrial real estate history,…

Capital MarketsIndustrial & LogisticsUnited States

Updated 1 month ago·Published Jun 17, 2026

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Image published by Knowledge Leader - Commercial Real Estate Content Hub with the article “Quick Hits | Industrial Capital Holds Firm as Risk and Rates Rise” — Image: Knowledge Leader - Commercial Real Estate Content Hub

Industrial Capital Holds Firm Amid Rising Risk and Rates

The global investment backdrop remains supportive for industrial, reinforcing its position as a preferred destination for capital. Investment volumes continue to run ahead of last year across the U.S., EMEA, and APAC, while fundraising remains concentrated in logistics. North America is capturing a larger share of…

Capital MarketsIndustrial & LogisticsAsia-PacificEurope

Updated 1 month ago·Published Jun 4, 2026

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Image published by Knowledge Leader - Commercial Real Estate Content Hub with the article “Rebalancing with Purpose: Key Insights from the 2026 Colliers L&T Supply Chain Conference” — Image: Knowledge Leader - Commercial Real Estate Content Hub

Rebalancing with Purpose: 2026 Colliers L&T Supply Chain Conference Insights

The 2026 Colliers Logistics & Transportation (L&T) Supply Chain Conference brought industry leaders from across North America together in Huntington Beach, CA. The energy and sentiment of the conference-goers proved to be in sync with the breezy California beach conditions. After a stretch defined by rapid…

Capital MarketsIndustrial & LogisticsUnited StatesCalifornia

Updated 1 month ago·Published May 28, 2026

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Image published by Knowledge Leader - Commercial Real Estate Content Hub with the article “Economic Incentive Insights | Conditionality Rising for Data Centers and Foreign-Owned Projects” — Image: Knowledge Leader - Commercial Real Estate Content Hub

CenterSquare Investment Management

Economic Incentive Insights: Conditionality Rising for Data Centers and Foreign-Owned Projects

Navigating the New Standard: Incentives Are No Longer Automatic For years, economic incentives for data centers and large-scale industrial projects followed a fairly predictable path. That’s no longer the case. The landscape has shifted, with states introducing stricter eligibility criteria, performance…

Capital MarketsIndustrial & LogisticsData CentersUnited States

Updated 1 month ago·Published Apr 27, 2026

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Yardi Matrix

U.S. Industrial Market Outlook – May 2026

Lease pricing is turning more tenant-friendly in several major markets even as development pipelines stay elevated, the latest Yardi Matrix industrial report shows. Report Highlights Rent growth leaders stay in front as vacancy holds steady Industrial rent growth remained strongest in a familiar group of markets in…

MultifamilyOfficeIndustrial & LogisticsUnited States

Updated 1 month ago·Published Jun 15, 2026

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Stock photograph illustrating “Q1 2026 U.S. Net Lease Investment Figures: Net-Lease Investment Volume Falls Slightly Below Pre-Pandemic Average” — Photo by Altaf Shah / Pexels on Pexels

CBRESubscription required

Q1 2026 U.S. Net Lease Investment Volume

Q1 2026 net-lease volume fell 4% YoY to $12.2B, just under the pre-pandemic Q1 average; trailing-12-month volume up 8% to $52.4B. Industrial was 58% of activity; office and retail fell 22% and 21%.

Net LeaseIndustrial & LogisticsOfficeUnited States

Updated 1 month ago·Published May 7, 2026

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Q1 2026 REIT Cap Rate Perspective: Opportunity in Dislocation

CenterSquare's Q1 2026 cap-rate note on public REITs trading at discounts to private valuations, driving M&A activity and investment opportunities.

REITsNet LeaseOfficeUnited States

Updated 1 month ago·Published Apr 1, 2026

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W. P. Carey

2026 Net Lease Outlook

Gino Sabatini's three 2026 predictions: transaction-volume rebound as spreads narrow, continued industrial dominance driven by e-commerce, and M&A-fueled sale-leaseback growth.

Net LeaseIndustrial & LogisticsRetailUnited States

Updated 1 month ago·Published Jan 14, 2026

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Matthews Real Estate Investment Services

2025 Cap Rate Recap

Matthews reviews 2025 cap-rate performance across retail, net lease, multifamily and industrial, showing stabilization as rate volatility eased and investors recalibrated.

Net LeaseRetailMultifamilyUnited States

Updated 1 month ago·Published Oct 17, 2025

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Stock photograph illustrating “Q2 2025 The REIT Cap Rate Perspective: From Darling to Discounted” — Photo by Altaf Shah / Pexels on Pexels

CenterSquare Investment Management

REIT Cap Rate Perspective Q2 2025: From Darling to Discounted

Q2 2025 REIT cap-rate report; industrial cap rates expanded ~45bps versus ~11bps for REITs overall amid trade-policy uncertainty.

REITsIndustrial & LogisticsUnited States

Updated 1 month ago·Published Jul 1, 2025

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W. P. Carey

Net Lease Market Outlook for 2025

Gino Sabatini's 2025 predictions: 25-33% volume growth (per Colliers), surging data-center and healthcare demand, and continued stability in industrial and retail net lease.

Net LeaseIndustrial & LogisticsRetailUnited States

Updated 1 month ago·Published Jan 13, 2025

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ColliersSubscription required

Outlook 2025

Colliers 2025 outlook with proptech/technology adoption themes; industrial and multifamily recovery noted, office grappling with elevated vacancy.

PropTech & DataIndustrial & LogisticsMultifamilyGlobalUnited States

Updated 1 month ago·Published Unknown

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Image: Blackstone

Blackstone

Hard Assets in a Changing World

A thematic piece on private real estate and infrastructure as portfolio building blocks, citing low correlation to public assets and six-year-high institutional appetite for real estate in 2026. High-conviction themes span data centers, logistics, rental housing, and energy.

AlternativesData CentersIndustrial & LogisticsGlobalUnited States

Updated 1 month ago·Published Jun 11, 2026

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AEW

Search for Growth: U.S. Research Perspective

AEW's U.S. economic and property market outlook covering office, apartment, industrial, and retail fundamentals alongside macro context on growth, inflation, labor, and Fed policy.

OfficeMultifamilyIndustrial & LogisticsUnited States

Updated 1 month ago·Published Jun 3, 2026

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Stock photograph illustrating “New Logistics Demand Drivers Offset Impact from Iran Conflict - Europe Research Perspective” — Photo by Altaf Shah / Pexels on Pexels

AEW

New Logistics Demand Drivers vs. Iran Conflict Impact—Europe Research

AEW's European research perspective examining how new logistics demand drivers are offsetting geopolitical pressures, with implications for industrial real estate fundamentals across the region.

Industrial & LogisticsEconomyEurope

Updated 1 month ago·Published Jun 1, 2026

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BNP Paribas Real Estate

Europe CRE 360 - May 2026

Cross-asset European commercial real estate forecast, with investment moderating as stakeholders await price clarity and the Eurozone economy projected to grow 1.0% in 2026.

Capital MarketsOfficeIndustrial & LogisticsEuropeGlobal

Updated 1 month ago·Published May 11, 2026

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Global Real Estate Perspective, May 2026

JLL's quarterly perspective analyzes global real estate trends across investment, office, logistics, retail, living, and hospitality sectors amid economic uncertainty and geopolitical risk.

EconomyCapital MarketsOfficeGlobal

Updated 1 month ago·Published May 5, 2026

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BNP Paribas Real Estate

Logistics Markets in Europe – Q1 2026 Review

European logistics market review, with take-up up 10% across leading markets and 2.7% rental growth in Q1 2026 against a backdrop of cooling investor confidence.

Industrial & LogisticsEurope

Updated 1 month ago·Published May 4, 2026

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BNP Paribas Real Estate

Investment Markets in Europe – Q1 2026 Review

Pan-European commercial real estate investment review, with total CRE volume down 7% year-on-year in Q1 2026 as recovery momentum slowed amid macroeconomic uncertainty.

Capital MarketsOfficeIndustrial & LogisticsEurope

Updated 1 month ago·Published May 4, 2026

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Avison Young

Big Box Bulletin Q1 2026

Quarterly review of UK big box / grade-A logistics occupier and investment activity, with take-up rebounding 37% year-on-year to 6.9m sq ft in Q1 2026.

Industrial & LogisticsUnited Kingdom

Updated 1 month ago·Published Apr 1, 2026

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Nuveen Real Estate

U.S. overview | Trends and Tactics

Nuveen Real Estate's tactical sector-by-sector view on US commercial real estate fundamentals, pricing and relative value within its Trends and Tactics series.

OfficeIndustrial & LogisticsMultifamilyUnited States

Updated 1 month ago·Published Apr 1, 2026

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Berkadia

Private Credit in CRE: Liquidity, Competition, and Opportunities in 2026

Analysis of the private credit landscape in CRE lending, where abundant liquidity is compressing spreads and pressuring risk-adjusted returns as institutions, life companies, and private lenders compete for quality multifamily and industrial assets.

Debt & FinancingCapital MarketsMultifamilyUnited States

Updated 1 month ago·Published Feb 25, 2026

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Stock photograph illustrating “Industrial Market Poised to Pivot as Vacancy Stabilizes” — Photo by Altaf Shah / Pexels on Pexels

ColliersSubscription required

Industrial Market Pivot: Vacancy Stabilizes

The Q4 2025 U.S. Industrial Market Outlook reports vacancy stabilized at 7.3% as new supply fell to its lowest level since 2017, setting up a pivot toward tightening conditions in 2026.

Industrial & LogisticsUnited States

Updated 1 month ago·Published Feb 10, 2026

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Blackstone

Real Estate Cycle's Next Phase

Blackstone's Global Head of Real Estate argues the sector has reached an attractive entry point, with construction down 60%+, debt costs down ~40% since 2023, and valuations only modestly off their trough. Conviction themes include data centers, warehouses, and rental housing.

Capital MarketsData CentersIndustrial & LogisticsGlobalUnited States

Updated 1 month ago·Published Jan 2, 2026

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