Why US Warehousing Vacancy Rates Are Hitting Record Lows

Industrial vacancies in the US have dropped below 3 percent for the first time on record, driving warehouse rents up 18 percent year-over-year. Lucas and Luna examine how e-commerce demand, nearshoring, and inventory hoarding are squeezing available space, and what that means for tenants and landlords. With industrial production at 102.5 and factory orders up 4.7 percent in April, the pressure on logistics real estate is intensifying. The episode digs into specific markets like the Inland Empire, where vacancies are near zero, and explains why small and mid-sized tenants are being priced out. The conversation also touches on the rise of speculative building and the risks of overdevelopment. A concrete look at a market that affects everything from shipping costs to consumer prices. #Warehousing #IndustrialRealEstate #Logistics #SupplyChain #Ecommerce #Nearshoring #InventoryHoarding #IndustrialProduction #FactoryOrders #RealEstate #VacancyRates #RentGrowth #InlandEmpire #SpecBuilding #Economics #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo