Why Retailers Are Buying Their Own Warehouses

Warehouse rents are climbing, and a growing number of retailers are deciding to stop renting and start owning. In this episode, Lucas and Luna look at how big-box chains like Target and Walmart are quietly shifting billions into industrial real estate — buying distribution centers instead of signing long-term leases. They break down the math behind the build-versus-buy decision, the role of the 1031 exchange, and why the warehouse vacancy rate has been hovering near historic lows. The conversation touches on how owning changes a retailer's balance sheet, what it means for REITs like Prologis, and why some analysts think this trend could reshape the logistics landscape. If you've ever wondered why your online order shows up so fast, or why a 'for sale' sign might appear on a warehouse near you, this episode explains the strategy behind the concrete and steel. #RetailRealEstate #WarehouseInvestment #IndustrialRealEstate #Logistics #Target #Walmart #Prologis #CRE #RealEstateInvesting #SupplyChain #1031Exchange #BusinessPodcast #RealEstatePodcast #FexingoBusiness #CommercialRealEstate #RetailStrategy #LeaseVsOwn #EcommerceLogistics Keep every episode free: buymeacoffee.com/fexingo