US Industrial Real Estate Vacancies Hit Record Low CBRE Finds

US Industrial Real Estate Vacancies Hit Record Low CBRE Finds

A CBRE report indicates that the US industrial real estate vacancy rate continues to decline to a historic low, exacerbating the supply-demand imbalance. Demand growth is driven by e-commerce development and supply chain optimization, but risks such as economic recession and rising interest rates cannot be ignored. Companies need to adopt strategies such as flexible leasing and strategic site selection to cope with market changes and seize opportunities. The ongoing imbalance presents both challenges and potential rewards for businesses operating in the industrial sector.

01/28/2026 Logistics Industry Insights
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Prologis Advances AI Logistics and Energyefficient Supply Chains

Prologis Advances AI Logistics and Energyefficient Supply Chains

Prologis is discussing with the Ministry of the Interior the impact of energy and AI on supply chains. Energy security is crucial, and exploring options like solar power is essential. AI requires significant energy consumption, suggesting that factories should be located closer to energy production sites. This strategic shift could optimize energy usage and improve supply chain resilience in the face of evolving energy landscapes and increasing reliance on AI technologies. The discussion highlights the interconnectedness of energy, technology, and logistics real estate.

01/28/2026 Logistics Industry Insights
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Industrial Real Estate Surges As Supply Chains Shift JLL

Industrial Real Estate Surges As Supply Chains Shift JLL

JLL's report indicates that the US industrial real estate market continued its strong growth in Q2, with vacancy rates hitting record lows and rents soaring. This is primarily driven by e-commerce growth and supply chain restructuring. Companies should plan ahead, choose locations flexibly, optimize their supply chains, and invest in technology to address market challenges. The market remains competitive, demanding strategic adaptation for businesses seeking industrial space.

01/28/2026 Logistics Industry Insights
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Industrial Property Vacancies Hit Record Low As Rents Surge JLL

Industrial Property Vacancies Hit Record Low As Rents Surge JLL

JLL reports that the US industrial real estate market hit a record low vacancy rate of 4.8% in Q2, with rents soaring to $6.62 per square foot, a 5.1% year-over-year increase. The logistics and distribution sector led leasing activity, accounting for 24.9% of total leased space in the first half of the year. Despite active construction projects, net absorption exceeded deliveries, potentially leading to a supply shortage in the long term. Businesses need to carefully select industrial space, and landlords should pay close attention to market changes.

01/28/2026 Logistics Industry Insights
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US Service Sector Rebounds in Late 2025 ISM

US Service Sector Rebounds in Late 2025 ISM

The US service sector showed robust growth at the end of 2025, with the PMI reaching 54.4, a new high for the year. Significant divergence exists across industries, and trade policies and tariffs continue to impact businesses. A slowdown in new order growth may indicate risks, but overall market confidence is gradually recovering. Looking ahead to 2026, the outlook for service sector growth is cautiously optimistic, with attention needed on changes in demand structure.

01/28/2026 Logistics Industry Insights
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Mexico Emerges As Top Global Manufacturing Hub Amid Nearshoring Boom

Mexico Emerges As Top Global Manufacturing Hub Amid Nearshoring Boom

Moody's Analytics Director Alfredo Coutino analyzes the nearshoring trend, highlighting cost reduction, shorter supply chains, and risk mitigation as key drivers. Mexico emerges as a prime destination due to its geographical proximity, lower labor costs, and free trade agreements. While nearshoring offers benefits to all parties involved, infrastructure limitations, labor force challenges, and regulatory hurdles pose potential risks that require effective management. The trend is reshaping global supply chains, with Mexico poised to capitalize on the shift.

01/28/2026 Logistics Industry Insights
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Mexico Faces Opportunities and Challenges in Nearshoring Boom

Mexico Faces Opportunities and Challenges in Nearshoring Boom

Alfredo Coutino, director at Moody's Analytics, analyzes the driving forces behind nearshoring and Mexico's advantages and challenges. He points out that Mexico is an ideal nearshoring destination, but companies need to pay attention to infrastructure, workforce skills, and policy risks, preparing themselves thoroughly. Mexico's proximity to the US, lower labor costs compared to China, and existing trade agreements make it attractive. However, businesses should carefully assess potential obstacles to ensure a successful nearshoring strategy.

01/27/2026 Logistics Industry Insights
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Mexico Faces Challenges and Opportunities in Nearshoring Boom

Mexico Faces Challenges and Opportunities in Nearshoring Boom

Moody's Analytics Director Alfredo Coutino analyzes the drivers, advantages, beneficiaries, and potential risks of nearshoring. He emphasizes that geopolitics, cost, and resilience are the primary forces driving this trend. Mexico, with its geographical proximity and industrial base, has emerged as a popular destination. Businesses need to pay attention to risks related to labor, infrastructure, and regulations, and should continuously invest in improvements. Nearshoring offers opportunities for both companies seeking supply chain optimization and Mexico, but careful planning and risk mitigation are crucial for success.

01/27/2026 Logistics Industry Insights
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Mexicos Nearshoring Boom Alters Global Supply Chains

Mexicos Nearshoring Boom Alters Global Supply Chains

Moody's Analytics Director Alfredo Coutino discusses the nearshoring trend, highlighting Mexico's advantages as an ideal destination, including its geographic location, cost-effectiveness, and trade relationships. However, he also cautions companies to pay attention to Mexico's labor force, regulations, and potential risks in order to fully capitalize on nearshoring opportunities. Companies should carefully consider these factors to ensure a successful and beneficial nearshoring strategy in Mexico.

01/27/2026 Logistics Industry Insights
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Mexico Gains As Nearshoring Shifts Global Supply Chains Moodys

Mexico Gains As Nearshoring Shifts Global Supply Chains Moodys

Moody's Analytics Director Alfredo Coutino analyzes the drivers behind nearshoring, highlighting Mexico's advantages as a prime destination, potential risks, and mitigation strategies. Nearshoring can enhance supply chain resilience, but requires careful consideration of infrastructure, regulatory environment, and workforce skill alignment. A comprehensive risk management plan is crucial for successful implementation, addressing potential challenges and maximizing the benefits of relocating operations closer to home.

01/28/2026 Logistics Industry Insights
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