Market Share

The Official Blog for Commercial Real Estate

Category: Research

Industrial Space Demand Forecast

Navigating the Shifting Tides of the U.S. Industrial Market

  • April 30, 2025
The U.S. industrial real estate market experienced a significant slowdown in 2024, marking the lowest annual net absorption rate since 2011, according to the bi-annual NAIOP Industrial Space Demand Forecast that was published in March.
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Port of Los Angeles

Tariffs Disrupt Supply Chains and the Outlook for Industrial Real Estate

  • April 21, 2025
The Trump administration’s tariff policy has unfolded rapidly and continues to evolve. Although the highest tariff rates on most U.S. trading partners have been paused for 90 days to allow time for trade negotiations, a flat 10% tariff remains in effect on most goods, and additional tariffs are expected on electronics, semiconductors and pharmaceuticals. When combined with previously announced tariffs on steel and aluminum, and the 145% tariff on most goods from China, the average effective tariff rate is the highest in more than a century. The dollar has declined in response to the tariff announcements, further increasing the effective cost of imported goods.
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Rooftop solar on one of Amazon's Fulfillment Centers.

Amazon Hopes to Drive Global Sustainable Development through its Climate Pledge Commitment

  • March 28, 2025
Tackling sustainability on a corporate scale, London Kemp Boykin, director of Global Realty at Amazon, shared how she oversees the company’s over 1 billion square feet and growing industrial real estate portfolio, in a session on scaling global sustainable development to drive innovation and operational excellence, at I.CON West this week in Los Angeles. Amelia McLear, head of strategic partnerships, Amazon Global Sustainable Development, served as the session moderator.
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Reverse logistics

Recapturing Value with Hybrid Reverse Logistics Facilities

  • March 28, 2025
If we were to rebuild our supply chain network, how would we rebuild it, knowing what we know now about returns? How would we rebuild a network if we could start over today knowing that backwards flows were going to be as important as forward flows? Chad Autry, Ph.D., Myers Professor of Supply Chain Management at the University of Tennessee at Knoxville, shared some key design principles for a reverse logistics network.
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U.S.-China trade winds

Navigating Trade Winds: U.S.-China Tariffs and E-commerce

  • March 27, 2025
U.S. tariffs have been on the rise over the last several years, often targeting China and affecting global manufacturing with major implications for logistics. If tariffs continue to rise as expected, what will this shift mean for West Coast industrial real estate?  
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Western U.S. development - California

Western U.S. Industrial Market Outlook: What Lies Ahead?

  • March 27, 2025
Population migration continues to benefit industrial markets in the Sunbelt and Mountain West. What does this portend for the Western U.S. industrial market in terms of capital flow? What macroeconomic factors could impact this sector, and what other challenges and opportunities are on the horizon? All good questions, but the bywords of the moment are “wait and see.”
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Chris Thornberg

Examining Political Narratives and Economic Realities

  • March 27, 2025
“The first thing I have to talk about today is what we think is happening in our economy,” began Chris Thornberg, Ph.D., founder of Beacon Economics and keynote speaker at I.CON West this week in Los Angeles. “The other thing I'm going to talk about is what's actually happening in the economy today. That is to say, our objective statistical reality. The world I see in the data on a day-to-day basis.”
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Industrial capital markets

An Industrial Capital Markets Deep Dive

  • March 27, 2025
At I.CON West this week in Los Angeles, panelists discussed critical questions and the external forces that could shape the industrial capital markets in the next 12-24 months. Mike Kendall, vice chair, investment services, Colliers, moderated a panel that included Jeremy Giles, managing partner, Constellation Real Estate Partners; Darren Kenney, head of capital deployment, West region, Prologis; and Brent Steele, chief investment officer, Logistics Property Company.
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