The Empty Warehouse Paradox Even Landlords Cant Explain

With US warehousing vacancy at effectively zero and industrial production rising, you'd expect a building boom. But new construction starts are collapsing because of skyrocketing financing costs and uncertainty around the Iran war's impact on trade flows. Lucas breaks down the data: capacity utilization at 76.1 percent, factory orders up to $662.7 billion in April, yet warehouse construction loans are getting pulled. Luna pushes back on whether this is just a lagging indicator or a structural shift. They explore why landlords are hoarding space, how import volumes are shifting to smaller ports, and what happens when retailers can't secure storage for holiday inventory. The episode ends with a prediction about peak-season bottlenecks. #Warehousing #IndustrialRealEstate #SupplyChain #Freight #Logistics #TradeWar #IranWar #FactoryOrders #IndustrialProduction #CapacityUtilization #ConstructionStarts #PortCongestion #RetailInventory #HolidaySeason #VacancyRates #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo