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?
Evolving supply chain strategies are now driving industrial real estate demand. Reshoring, nearshoring, and shifts in trade and energy policies are restructuring logistics networks across key U.S. markets.
While many companies are in a holding pattern, this is creating a buildup of latent demand that may rapidly reshape the market once conditions stabilize.