Prologis Reports Logistics Real Estate Demand Uptick As Trade Fears Ease

Prologis Reports Logistics Real Estate Demand Uptick As Trade Fears Ease

The Prologis IBI Index indicates a turning point in logistics real estate demand in Q3, with increases in net absorption, new lease signings, and project pipeline. This demand recovery is driven by business growth, structural investments in supply chains, and improved market conditions. Vacancy rates are expected to remain stable in the short term, with fewer projects under construction, potentially leading to a market tightening and accelerated rental growth.

01/28/2026 Logistics Industry Insights
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Global Logistics Rents Surge Amid Ecommerce Growth

Global Logistics Rents Surge Amid Ecommerce Growth

A CBRE report indicates continued rental growth in prime global logistics real estate, primarily driven by supply-demand imbalances and e-commerce expansion. The Americas region leads the way, followed closely by Asia Pacific. Experts believe there is still room for growth in this cycle. Investors should focus on high-growth areas, quality assets, and embrace the e-commerce trend. The increasing demand for efficient distribution networks, fueled by online retail, is a key factor contributing to the sustained upward pressure on rents in strategically located logistics facilities.

01/27/2026 Logistics
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North American Intermodal Volume Jumps on Ecommerce Demand

North American Intermodal Volume Jumps on Ecommerce Demand

North American intermodal volume showed strong growth in October, up 6.1% year-over-year. This growth was primarily driven by e-commerce demand, tight truck capacity, and policy factors. Looking ahead, trade policy uncertainty and infrastructure bottlenecks pose potential challenges. To achieve sustainable development, the intermodal industry needs to seize opportunities and address these challenges. The sector should focus on improving efficiency and reliability to capitalize on the growing demand and navigate the evolving landscape.

01/29/2026 Logistics
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US Rail Freight Decline Signals Economic Slowdown

US Rail Freight Decline Signals Economic Slowdown

US rail freight data presents a mixed picture. Overall decline suggests weakening demand, while growth in specific categories hints at opportunities. Businesses should be wary of economic uncertainty, optimize their supply chains, adjust inventory levels, and embrace digital transformation. By doing so, they can overcome challenges and achieve business growth. The data serves as an important economic signal, requiring careful analysis to navigate the current market conditions and proactively adapt to potential shifts in demand and supply dynamics.

01/08/2026 Logistics
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US Industrial Real Estate Vacancy Rates Hit Record Lows

US Industrial Real Estate Vacancy Rates Hit Record Lows

The US industrial real estate market remains hot, with vacancy rates hitting record lows, primarily driven by e-commerce demand. CBRE anticipates a slowdown in growth in the future, but long-term demand is expected to remain strong. Regional market performance varies significantly, with cities like New Haven and Tucson attracting particular attention. The sustained demand reflects the ongoing shift towards online retail and the need for efficient distribution networks.

01/28/2026 Logistics Industry Insights
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Fedex Q1 Earnings Surge Amid Ecommerce Growth

Fedex Q1 Earnings Surge Amid Ecommerce Growth

FedEx reported strong first-quarter results, with significant revenue and profit growth, exceeding expectations. The booming e-commerce sector fueled this performance, driven by surging demand for international priority services and U.S. domestic residential delivery. FedEx Ground and Freight also saw improved yields. The company's forward-looking strategy positions it well for the peak season, indicating substantial future growth potential. The strong performance reflects the continued shift towards e-commerce and FedEx's ability to capitalize on the increased demand for its services.

01/15/2026 Logistics
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Prologis Reports Shift in Logistics Real Estate Demand

Prologis Reports Shift in Logistics Real Estate Demand

The Prologis IBI index indicates a turning point in logistics real estate demand, with increases in net absorption, new leases, and project pipeline. The report reveals that companies are actively responding to trade uncertainties and increasing supply chain investments. Improved utilization and market conditions are key drivers of demand growth. Vacancy rates are expected to remain stable in the short term. However, in the long term, a tightening construction pipeline could lead to market tightening again, potentially accelerating rental growth.

01/15/2026 Logistics Industry Insights
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