Ecommerce Growth Strains Industrial Real Estate Supply

Ecommerce Growth Strains Industrial Real Estate Supply

Deloitte research indicates that despite continued e-commerce growth, industrial real estate growth may slow down due to oversupply and increased competition. The report forecasts continued demand growth over the next five years, but warns of the impact of macroeconomic changes and efficiency improvements. Driven by e-commerce, increased product returns are creating new trends in on-demand warehousing and urban logistics. Industrial real estate developers should closely monitor market changes, optimize space utilization, strengthen cooperation, seize opportunities, and address challenges.

02/04/2026 Logistics Industry Insights
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Ecommerce Surge Drives Industrial Real Estate Demand Amid Challenges

Ecommerce Surge Drives Industrial Real Estate Demand Amid Challenges

Deloitte research indicates that e-commerce-driven industrial real estate growth faces challenges, including market oversupply, rising financing costs, and macroeconomic slowdown. Companies need to optimize their supply chains, embrace technological innovation, flexibly choose warehousing models, and prioritize reverse logistics to cope with future market changes. These strategies are crucial for navigating the evolving landscape and maintaining a competitive edge in the industrial real estate sector influenced by e-commerce demands.

02/04/2026 Logistics Industry Insights
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Ecommerce Slowdown Strains Industrial Real Estate Amid Glut

Ecommerce Slowdown Strains Industrial Real Estate Amid Glut

Deloitte research suggests that e-commerce-driven growth in industrial real estate may slow down due to factors like market oversupply, increased competition, and rising interest rates. The report emphasizes that companies need to focus on efficiency improvements, reverse logistics demands, and on-demand warehousing as emerging trends. A rational perspective on the future of industrial real estate is crucial. Businesses should adapt to the evolving landscape and optimize their strategies for long-term success in a more challenging market environment.

02/04/2026 Logistics Industry Insights
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Ecommerce Surge Slows Industrial Real Estate Growth Deloitte

Ecommerce Surge Slows Industrial Real Estate Growth Deloitte

Deloitte research suggests that despite continued e-commerce growth, the growth rate of industrial real estate may slow down. Key drivers include market oversupply, increased competition, and rising interest rates. The report forecasts continued demand growth over the next five years, but at a slower pace, driven by e-commerce. Reverse logistics will also create new space demand. Businesses need to pay attention to market changes, optimize logistics, and prepare for challenges. Slower growth is expected, demanding strategic adaptation from industrial real estate players.

02/03/2026 Logistics Industry Insights
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Ecommerce Growth Tests Industrial Real Estate Limits

Ecommerce Growth Tests Industrial Real Estate Limits

Deloitte research indicates that despite continued e-commerce growth, industrial real estate faces challenges like market oversupply, increased competition, rising interest rates, and higher capital costs, potentially slowing growth. The report forecasts a decline in demand growth and emphasizes the importance of reverse logistics and on-demand warehousing. Companies should optimize supply chains, adopt on-demand warehousing solutions, invest in automation technologies, and focus on urban logistics to navigate market changes. These strategies will be crucial for maintaining competitiveness in a dynamic industrial real estate landscape.

02/03/2026 Logistics Industry Insights
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US Industrial Real Estate Faces Warehouse Space Shortage CBRE

US Industrial Real Estate Faces Warehouse Space Shortage CBRE

A CBRE report reveals continued tightness in the US industrial real estate market, with record-low availability rates. Robust demand significantly outpaces new supply. Experts advise businesses to plan ahead, adopt flexible site selection strategies, and consider 'pop-up' logistics spaces. Building long-term relationships with developers is also crucial to securing a competitive advantage in the market. Companies need to act proactively to capitalize on opportunities in this dynamic environment.

02/03/2026 Logistics Industry Insights
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US Warehouse Shortage Hits Record Low CBRE Reports

US Warehouse Shortage Hits Record Low CBRE Reports

A CBRE report indicates that the US industrial real estate vacancy rate continues to decline to a historic low, exacerbating the supply-demand imbalance. E-commerce growth and economic expansion are key drivers, with future supply expected to catch up with demand. Businesses need to pay attention to market segmentation differences, technological innovation, and policy impacts. By seizing opportunities and addressing challenges, companies can achieve long-term growth in the industrial real estate sector.

02/03/2026 Logistics Industry Insights
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US Industrial Real Estate Shortage Worsens CBRE Reports

US Industrial Real Estate Shortage Worsens CBRE Reports

A CBRE report reveals that U.S. industrial real estate availability rates continue to decline to historic lows, exacerbating the supply-demand imbalance. E-commerce growth, supply chain restructuring, and population growth drive demand, while land scarcity, labor shortages, and infrastructure bottlenecks pose challenges. The report forecasts that the long-term growth trend of the market remains unchanged, with innovation, technology, and sustainable development bringing new opportunities. The industrial sector is expected to remain strong despite these challenges, with a focus on adapting to evolving market dynamics.

02/04/2026 Logistics Industry Insights
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US Services Sector Slips in June but Remains Resilient

US Services Sector Slips in June but Remains Resilient

The ISM's June Non-Manufacturing Report indicates continued expansion in the non-manufacturing sector, despite a slight dip in the Non-Manufacturing Index (NMI) to 56.0, still well above the 50 threshold. The report analyzes sub-indexes, growth drivers, and potential risks, offering a forward-looking perspective. It emphasizes the importance of businesses monitoring macroeconomic changes and proactively innovating to address challenges and maintain steady growth. Companies should pay close attention to the evolving economic landscape to ensure sustained success.

02/04/2026 Logistics Industry Insights
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Strong Dollar Oil Slump Hit US Manufacturing Harder Than Services

Strong Dollar Oil Slump Hit US Manufacturing Harder Than Services

The ISM report indicates that low oil prices positively impact manufacturing profits by reducing raw material costs, while having a smaller effect on non-manufacturing. A strong USD presents mixed effects for manufacturing, pressuring exports, but most firms have adapted. The impact on non-manufacturing is limited, as service export pricing is less sensitive to exchange rates. Businesses need to pay attention to the macroeconomy and adjust strategies flexibly. The report highlights the nuanced effects of these economic factors on different sectors.

02/04/2026 Logistics Industry Insights
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