
A 1031 Retail Sponsor Just Bought A 750,000-Foot Amazon Box
ExchangeRight steps outside necessity retail for a single-tenant industrial asset at $126 a foot.
Logistics, warehouse & last-mile

ExchangeRight steps outside necessity retail for a single-tenant industrial asset at $126 a foot.

WareSpace opens its second Denver site at unit sizes institutions never underwrite.

Green Point starts speculative construction 30 miles north of Austin.

EQT buys 22 Southern California industrial properties from a seller shedding above-market leases.

Twenty Midwest logistics assets, one full-cycle exit, six markets nobody called core.

Ares and a Stonemont and PCCP venture paid up for infill warehouses far from the coasts.

216,000 square feet fully spoken for in the industrial subtype nobody builds on spec.

Big-box occupiers are committing to more space for longer, and the Inland Empire is leading.

Institutional capital is bidding essential-goods logistics near the port, not speculative e-commerce big-box.

Speed Bay first Northeast deal is a bet on infill last-mile, not big-box logistics.

Industrial debt is not just available, it is aggressive, when the boxes are already full.

Million-square-foot industrial leases more than doubled in H1, occupiers are committing again.

A global asset manager just took down eleven infill industrial buildings across Chicago and Minneapolis in a single move.

Brookfield and CPP will buy LXP Industrial for $5.2B, all cash, no financing condition.

Prologis posted record leasing, raised guidance twice, and grew its power pipeline to 5.8 gigawatts.

Equus buys a fully leased, 2023-vintage infill park with life-sciences and advanced-manufacturing tenants.

Lincoln buys value-add Class A industrial to lease into South Sound manufacturing.

EastGroup raised acquisition guidance and re-leased space 35% above prior rents — the opposite of a rollover.

A single-asset warehouse print marks the I-4 corridors clearing price.

Boomerang bets on scarce delivered cold storage while tariff risk stalls the field.

Majestic Realty and Salt River Pima-Maricopa sign a landmark lease for a ~1M-SF park.

Bridge Logistics pays $222.86/SF for a Harbor Freight distribution center near Tacoma.

Velo3D leases a 288,700-SF Bay Area facility to move metal 3D printing from prototype to production.

A 1.47M-SF, two-building trade puts a fresh pricing print on the most-watched industrial market.

Big-box tenants came back at scale — and modest new supply is doing the rest.

AllianceTexas keeps building at scale while most of the market waits for the pipeline to clear.

The largest logistics landlord just told the market industrial demand is broadening, not fading.

A 571,000-SF Chicago purchase signals occupiers taking permanent positions in scarce infill space.

A first portfolio buy signals institutional capital is now chasing the most fragmented corner of industrial.

The largest occupiers are back to leasing million-foot warehouses in the Sun Belt.

Occupiers signed 250 million SF in Q1 and keep going bigger, even with vacancy near 7%.

A $42M SoCal lease and a 1.2M-sf Texas groundbreaking show occupiers committing long again.

2.7M SF of leases push occupancy to ~98% — including a 53-year ground lease in Hawaii.

Prologis posts record Q1 leasing and raises guidance as AI demand spills into industrial.

Fully leased, sub-4% vacancy, embedded rent upside — the infill core bid is back.

Leasing is on track for an all-time high even as net absorption stays below trend — the market is sorting.

Spec industrial and master-planned land are still pricing growth where power, freeways, and acreage align.

3PLs and manufacturers are reabsorbing the largest warehouses — and AI is a driver.

A 767K SF Houston box, leased to 2028, anchors BLP's largest Texas buy since 2021.

Industrial net-lease rose 15% to $7.1B in Q1; retail net-lease fell 21% to $2.7B.

Hut 8's Beacon Point campus signs a 15-year, 352 MW lease worth $9.8B — triple-net, take-or-pay.

Makarora and Ares paid a ~50% premium to take Plymouth Industrial private — quantifying the public-vs-private gap.

ILPT priced $1.62B in fixed-rate logistics CMBS at 5.71%, setting the public comp for Class A industrial debt.

Brennan Investment Group expands its Midwest footprint with a multi-market acquisition, reinforcing investor confidence in infill industrial fundamentals.

FHFA-sets-2026-multifamily-caps-88b-each

El Paso capacity jump reflects a tenant-driven pivot toward border-oriented warehousing and LTL integration

Strategic consolidation and operational focus shape evolving frameworks for scale in logistics asset management.

October’s 21% jump in U.S. industrial construction starts reveals a two-speed market as megaprojects drive headline growth, outpacing smaller developments.

EQT’s $4.2B exit and rising vacancies mark a maturing U.S. industrial cycle as supply soars, regional splits widen, and capital recalibrates risk and pricing.

E-commerce expansion steadies Midwest warehouse demand as construction revives.

Leasing surge resets pricing power in tight nodes

Balanced fundamentals signal a durable floor in logistics property performance.

Premium-priced take-private underscores private equity’s conviction that warehouse cash flows outlast public-market fatigue.

Domestic production and data-center demand keep the industrial engine running hot.

Large-check capital goes granular as portfolios freeze and sector rotation reshapes U.S. CRE allocation.

Large-Cap Buyers Reprice and Re-Enter NYC Office

GIC and ADIA’s $1.1 billion refinance of Deutsche Bank Center restores confidence in trophy-grade CMBS execution.

Asset swap signals shift toward equity partnerships and M&A-driven growth under sustained rate pressure.

Lenders maintain strong appetite for large, stabilized warehouse portfolios amid a moderating but resilient industrial market.

Institutional landlords now control 17% of U.S. logistics assets, reshaping valuation, yield, and competition.

Dallas landlord redeploys into industrial, betting on tight shallow-bay supply and sustained rent growth.

New York Life’s $130M refinancing confirms stabilized infill industrial remains highly financeable in Southern California.

Stabilized, small-bay portfolio clears at ~$136/SF—mid-6% yield signals durable demand for Beltway last-mile space.

Fortress buys four UPS assets; pricing and credit signal resilient industrial financing.

Corporate balance sheets, not debt markets, are fueling the Midwest’s emergence as a hyperscale AI infrastructure hub.

Rising vacancies press leasing and pricing strategies in U.S. industrial markets.

U.S. Industrial Market Shows Resilience Amid Evolving Tenant Strategies

High-leverage financing underscores market confidence in Phoenix's industrial assets.

Multifamily and data centers thrive amid rising office delinquencies; tailored strategies are crucial.

Foreign Capital Backs New Joliet Logistics Build. Mapletree’s 418,880-SF plan lands in a thinning 2026 pipeline, supportive for rents and debt execution.

Industrial financing resilience: Starwood’s $930M refinancing shows lenders’ deep appetite for logistics portfolios, even at higher rates, with below-market rents providing embedded growth.

Tri-State industrial market shows resilience with 8.7% vacancy, stable rents, and robust 3PL demand amid rising port throughput and strategic lending landscape.

Selective lending continues for top-tier multifamily and industrial assets as bank hapoalim and starwood provide $720M in strategic NYC refinancing amid challenging CRE market.

Southern California industrial market shows resilience: MetLife's $165.5M portfolio sale signals strong investor confidence amid rising vacancies and record-high warehouse rents.
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