CBRE Reports Shifting Trends in US Logistics Real Estate

CBRE Reports Shifting Trends in US Logistics Real Estate

CBRE's latest report indicates that while the Americas logistics real estate market remains robust, growth is slowing down, facing challenges from interest rates and inflation. E-commerce penetration and the demand for supply chain resilience continue to provide support. Significant regional variations exist, requiring companies to adapt their strategies to navigate market changes. Although still healthy, the sector is experiencing headwinds that necessitate a more nuanced approach from investors and operators alike to maintain profitability and capitalize on emerging opportunities.

01/29/2026 Logistics Industry Insights
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US Freight Market Decline Stabilizes As Volumes Ease

US Freight Market Decline Stabilizes As Volumes Ease

The Bank of America Freight Payment Index indicates a continued decline in the US freight market, although the rate of decrease is slowing, potentially signaling a bottoming out. Key influencing factors include shifts in consumer spending patterns, macroeconomic headwinds, and internal industry competition. The Western region demonstrates relative stability. The report advises businesses to closely monitor market dynamics, adjust strategies, and prepare for future opportunities. The narrowing decline suggests a possible turning point, but vigilance remains crucial in navigating the evolving landscape.

01/28/2026 Logistics Industry Insights
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US Service Sector Expands Steadily in October ISM

US Service Sector Expands Steadily in October ISM

U.S. non-manufacturing activity expanded strongly in October, with the NMI rising to 55.4. Business activity and employment increased, and new orders expanded. The future presents both opportunities and challenges. This indicates continued growth in the services sector, a key component of the U.S. economy. The ISM report provides valuable insights into the current state and near-term outlook for the non-manufacturing sector, influencing economic forecasts and investment decisions. While the current expansion is positive, potential headwinds could impact future growth.

01/28/2026 Logistics Industry Insights
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US Rail Freight Sees Shortterm Challenges Longterm Strength

US Rail Freight Sees Shortterm Challenges Longterm Strength

Data from the Association of American Railroads (AAR) shows a year-over-year decline in U.S. rail freight and intermodal traffic for the week ending October 25th. Performance varied across sectors, with metallic ores showing strength, while automotive and coal transportation faced challenges. Despite current headwinds, rail freight demonstrates resilience in the long term. Increased infrastructure investment, adoption of advanced technologies, service expansion, strengthened collaboration, and a focus on sustainability are crucial to address challenges, seize opportunities, and contribute to U.S. economic prosperity.

02/04/2026 Logistics
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US Rail Freight Sector Faces Mixed Outlook Amid Challenges

US Rail Freight Sector Faces Mixed Outlook Amid Challenges

U.S. rail freight volume has recently declined, but year-to-date totals still show growth. Performance varies across commodity categories, facing economic headwinds and competitive pressures. However, opportunities remain. This analysis examines recent trends in rail freight, utilizing AAR data to provide insights into the market dynamics. It explores the factors contributing to the current situation and identifies potential areas for future growth within the rail freight industry. The report also considers the impact of broader economic conditions on rail freight demand.

02/04/2026 Logistics
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US Intermodal Decline Slows As Domestic Containers Gain Traction

US Intermodal Decline Slows As Domestic Containers Gain Traction

The US intermodal market continued its decline in September, though the decrease narrowed. Domestic container business bucked the trend with positive growth. Overall, the year's data remains weak, impacted by economic factors, inventory levels, and truck competition. The Intermodal Association of North America anticipates potential improvement in the second half of the year. However, experts believe the peak season performance was lackluster, and the market continues to face challenges. The slowing decline in September offers a glimmer of hope amidst broader economic headwinds.

02/04/2026 Logistics
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ATA Report Highlights 2024 Trucking Industry Challenges and Opportunities

ATA Report Highlights 2024 Trucking Industry Challenges and Opportunities

The report indicates that the US trucking industry faced challenges but demonstrated resilience in 2023. It analyzes data such as freight volume and revenue, focusing on trends in technology, environmental protection, and digital transformation. The report highlights the industry's adaptability in navigating economic headwinds and evolving consumer demands. It also explores the impact of regulations and the growing importance of sustainable practices. This analysis provides insights into the future of the trucking industry and its role in the broader supply chain.

02/03/2026 Logistics Industry Insights
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US Trucking Demand Fluctuates As Economy Weakens

US Trucking Demand Fluctuates As Economy Weakens

October freight data from the American Trucking Associations reveals a mixed picture. While the seasonally adjusted index saw a slight dip, the non-seasonally adjusted index experienced significant growth. Factors contributing to this uncertainty include a manufacturing slowdown and a weak spot market. Moving forward, trucking companies need to focus on refined management, differentiated services, and embracing technological innovation to navigate challenges and capitalize on opportunities. The industry faces headwinds, requiring strategic adaptation for sustained success in a fluctuating economic landscape.

02/04/2026 Logistics
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Logistics Real Estate Market Expands in 2012

Logistics Real Estate Market Expands in 2012

The Grubb & Ellis report forecasts continued growth in the logistics real estate market for 2012, making it the most dynamic segment of the industrial property sector. Increased demand for Class A properties and declining vacancy rates are key drivers. However, the economic climate and the rise of speculative construction could slow down growth. Third-party logistics (3PLs) will play a significant role in driving growth within the Class A distribution space. This sector remains a bright spot despite potential headwinds.

02/04/2026 Logistics Industry Insights
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US Rail Freight Gains in Carloads Dips in Intermodal

US Rail Freight Gains in Carloads Dips in Intermodal

According to the Association of American Railroads, for the week ending August 20th, U.S. rail carload traffic increased year-over-year, while intermodal volume decreased. Year-to-date figures present a mixed picture, indicating overall pressure on the North American rail freight market. Moving forward, the rail industry needs to accelerate reforms, improve efficiency, and embrace green development to address challenges and achieve sustainable growth. The market faces headwinds, requiring adaptation and innovation to maintain competitiveness and capitalize on future opportunities.

02/11/2026 Logistics
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