Industrial

The Grid Just Got A Number

One tenant published a power requirement large enough to reprice construction.

Industrial's Free Money Ran Out

The premium on new leases halved in a year. That was the engine.

The Capital Market Did Not Freeze. It Sorted.

A $1.63B apartment trade, a 74%-levered warehouse deal, and a record office delinquency all printed in 48 hours. That is the sort.

Private Capital Buys the Public Discount

Brookfield and CPP's $5.2B move on LXP says the industrial reset is over — and public REITs look cheap.

The Recovery Nobody Built For

Office, industrial, and retail are all recovering into the emptiest pipelines in a decade — and paying up to finance it.

The Warehouse Becomes Infrastructure

Prologis raised guidance twice this year — because industrial demand stopped being about e-commerce.

The Trade Deal That Didn't Renew

Washington let USMCA lapse into annual review — and put a policy asterisk on nearshoring.

The Pro Forma Is Already Wrong

Construction input costs are rising at the fastest pace since 2022 — and tariffs are the engine

The Map for Data Centers Just Got Smaller.

Three city councils and a congresswoman moved against new builds in five days.

The Repricing Is Here and Rent Growth Must Carry the Load

What the Data Is Really Telling Developers

Industrial Rent Growth Turns Negative as Supply Catches Up

Industrial rent growth turns negative as rising supply and weaker tenant demand reshape warehouse pricing across all size segments.

Industrial 2025 Recap & 2026 Outlook

Overview of industrial performance in 2025 and what to expect in 2026

🟡CRE Financing Stalled as Rate Relief Stays Elusive

Higher-for-longer Fed stance keeps deals on ice, with borrowers and lenders waiting for clarity.

🟡Self-Storage Market Stabilizes in 2025

Pandemic boom cools into a steady, resilient asset class.

Fed Rate Cut Signals CRE Lending Revival: Q2 Originations Surge 66%

Fed Governor signals September rate cut, boosting commercial real estate lending with 92% odds of 25 bp reduction, potentially easing financing costs and market recovery.