Why Warehousing Has Zero Vacancy in 2026

Episode 35 of The Supply Chain Economy dives into why US industrial real estate vacancy rates hit near-zero in 2026 — especially in major inland hubs like Chicago, Dallas, and Atlanta. Lucas and Luna break down the structural forces behind the crunch: the post-Iran War shipping disruption, the surge in imports (imports hit $4.4 trillion in early 2026), and the shift to smaller ports like Savannah and Charleston. They explain how e-commerce giants and third-party logistics firms are pre-leasing warehouses years in advance, driving rents up 15-20% year-over-year. The episode also explores why smaller shippers are being squeezed out of prime space, forcing them to use costly interim storage — and how this adds hidden friction to supply chains, feeding into broader inflation concerns. A timely look at one of the least talked-about bottlenecks in the modern economy. #SupplyChain #Economics #Warehousing #Logistics #IndustrialRealEstate #USports #Imports #Shipping #Ecommerce #ThirdPartyLogistics #Inflation #IranWar #Freight #FexingoBusiness #BusinessPodcast #LogisticsTrends #RealEstate #SupplyChainCrisis Keep every episode free: buymeacoffee.com/fexingo