Industrial Vantage Point

Stay ahead of the curve with our Industrial Vantage Point series—quick, data-rich snapshots of the key trends shaping today’s industrial market. From supply and demand shifts to construction pipelines and leasing activity, each edition delivers timely insights to help you make informed real estate decisions. Browse the full collection below.

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Stay up to date about what's next for the Logistics & Industrial sector of commercial real estate.

June 2025

Build-to-Suit Share of Development Climbing
The build-to-suit (BTS) share of the development pipeline is rising as speculative construction slows across the U.S. industrial sector. Amid elevated vacancy rates, cautious demand, and ongoing cost uncertainty, the share of BTS space under development increased from 28.6% to 34.5% year-over-year.

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Port Markets React to Trade Policies
A 90-day tariff reduction between the U.S. and China spurred a temporary rise in import volumes— highlighting how quickly global trade shifts can impact industrial markets. While China remains the top trade partner for U.S. ports, evolving policy is influencing leasing timelines and demand patterns, especially in port-proximate markets.

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May 2025

Understanding Bonded Warehouses & Foreign Trade Zones
Amid ongoing trade policy uncertainty and tariff increases that pushed the effective rate to its highest level since 1901, U.S. manufacturers and importers are facing rising costs—particularly for parts sourced overseas. In response, some are turning to Bonded Warehouses and Foreign Trade Zones (FTZs) as strategic tools to help reduce or defer these expenses.

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March 2025

Robust Demand for New Construction
Since 2020, developers have added 2.3 billion square feet (sf) of new industrial supply to the market—representing 13% of the total inventory—to meet the demand for modern, efficient logistics facilities. Older warehouse buildings, often lacking modern functionality, have faced substantial occupancy losses in recent years, with many tenants shifting operations to newer facilities that offer high clear heights, meet sustainability goals, support automation and power needs, and provide amenities to attract and retain labor in today’s highly competitive market.

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Contacts

Smaller Warehouse, Bigger Performance
Since the beginning of 2023, 965 million square feet (sf) of new warehouse facilities have been delivered nationwide, with 80% of that being speculative construction. This, combined with cooling demand and tenant consolidations, has led to an increase in vacancy. By the end of 2024, the U.S. warehouse vacancy rate reached 7.9%. However, shallow-bay multitenant warehouses have experienced the lowest vacancy rates.

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3PLs Deliver Strong Performance
Leasing activity by third-party logistics (3PL) firms experienced a notable upswing in 2024, with a substantial 5.2% annual increase, culminating in over 163 million square feet (msf) leased. Strikingly, this represented 29% of all leasing activity nationwide and marked the third-highest annual total on record for 3PL transactional volume.

February 2025

Jason Price

Senior Director, Americas Head of Logistics & Industrial Research, Global Research
Iselin, United States

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Jason Tolliver

President, Americas Logistics & Industrial Services
Indianapolis, United States

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