For the industrial real estate sector, the latest developments could reshape where and how goods are made, stored, and shipped across the country. As manufacturers weigh whether to “reshore” operations, the key questions remain: Where will they go, and which products are most likely to be made on U.S. soil?
Analysts point to new tariffs imposed by the Trump administration as a key factor weighing on industrial development. This slowdown could undermine earlier expectations of a strong rebound in 2026.
With tariffs recently lowered, retailers are rushing to bring in merchandise before the current pauses on U.S. and reciprocal tariffs end in July and August.
Certified by U.S. Customs and Border Protection, bonded warehouses allow importers to delay paying duties until merchandise is sold or moved, which has made them highly sought-after during times of trade uncertainty. However, the surge in demand has nearly exhausted the supply.