Industrial at a Crossroads: Capital Caution, Infill Opportunity, and What Comes Next

In this episode of PlotLines, Britni sits down with Barry Missner, CEO of The Missner Group, for a boots-on-the-ground look at today’s industrial real estate market and why headlines don’t always tell the full story. With nearly 80 years of family legacy behind the firm, Barry shares how The Missner Group is navigating a period of rebalancing across leasing, capital markets, and development costs, particularly in infill Midwest markets. He explains why rents can still rise even amid slower leasing activity, how bank debt has reopened for developers, and why equity remains highly selective by rewarding assets that “check every box”. The conversation also dives into the practical realities shaping industrial development today, from escalating power requirements and longer entitlement timelines to the challenge of future-proofing both speculative and build-to-suit projects. Barry closes by sharing a headline he would like to see that reflects strong fundamentals paired with capital still sitting on the sidelines. Tune in for a candid, market-level perspective on where industrial stands today and why disciplined developers are preparing now for the next window of opportunity.