A report from Prologis Research indicates a new industrial real estate cycle is kicking off in 2026. Although rental demand was soft in the first half of 2025, it improved in the back half as trade headwinds cleared and corporations refocused on long-term supply chain needs.
With vacancy stabilizing and new supply slowing, the U.S. industrial market is entering 2026 from a position of strength.
Trends are influencing client decision-making, regional variations in demand, and the opportunities emerging across industrial real estate both now and in the near term.