• Industrial real estate: what a difference a year makes (data available)

    Jan 31, 2024, 12:51 PM by Nicholas Rita
    A year ago, industrial availability rates were comfortably below their long-term trend in nearly all U.S. markets. That backdrop has completely changed today.
  • Antiquated Law Holding Back U.S. Supply Chain

    Jan 17, 2024, 10:16 AM by Nicholas Rita
    An outdated law is causing higher costs for transporting goods by water within the United States.
  • Land-constrained logistics markets remain best-positioned amid heightened risks (data available)

    Dec 14, 2023, 09:24 AM by Matt Mowell
    Although higher interest rates and tight lending conditions pose systemic risks for logistics real estate, local market conditions, particularly the supply pipeline, remain vitally important.
  • Despite softening fundamentals, industrial markets will be OK (data available)

    Oct 2, 2023, 12:59 PM by Matt Mowell
    Industrial availability rates are generally below historic norms nationwide, but fundamentals are expected to remain soft through mid-2024.
  • EV Manufacturing benefits the Southeast and Michigan

    Sep 26, 2023, 14:31 PM by Matt Mowell
    Plug-in electric vehicle (PEV) sales have grown spectacularly over the past decade. Industry has responded by planning to expand North American battery plant capacity by 370% by 2025.
  • Larger warehouses feeling the pinch from occupier cutbacks and spirited new construction (data available)

    Aug 31, 2023, 14:09 PM by Matt Mowell
    Some logistics occupiers, especially general merchandisers, e-commerce companies and home-improvement retailers, are cutting their space commitments. This is resulting in an uptick in sublease space, particularly for warehouses larger than 300,000 sq. ft.
  • Impact of gross imports and exports of goods on warehouse demand

    Jul 18, 2023, 09:36 AM by Nicholas Rita
    Our analysis uncovers a more evolving understanding of how domestic production or onshoring influences the industrial real estate market. It challenges sector stakeholders to abandon broad-stroke assumptions and further examine the impacts of shifting trade dynamics on warehouse demand.
  • Industrial stock clustered around highway ramps in major logistics hubs

    Jun 21, 2023, 08:41 AM by Matt Mowell
    It is widely believed that Industrial real estate clusters along highways. We analyzed metro Atlanta, an important logistics hub serviced by multiple interstates and state highways, to test this hypothesis.
  • Don't fret the uptick in industrial availability just yet (data available)

    May 24, 2023, 11:33 AM by Matt Mowell
    The industrial sector saw a 70-basis-point increase in availability in the first quarter. Nevertheless, availability should remain below historic norms for the foreseeable future, a fact that distinguishes industrial from most other property types.
  • Southern California’s outlier markets may provide industrial investment opportunity

    May 11, 2023, 09:32 AM by Matt Mowell
    Is every real estate deal unique? Or does each deal provide a point in a broader spatial pattern? To answer these questions, CBRE Econometric Advisors (CBRE EA) mapped all the industrial property sales in Southern California over the past two years and then applied geospatial analytics to identify trading patterns.
  • Identifying U.S. Metros that Benefit from Rising Manufacturing Employment

    Mar 15, 2023, 20:56 PM by Matt Mowell
    Products manufactured in the U.S., and the markets where they are manufactured, continues to evolve. Looking at how each metro’s share of U.S. manufacturing employment has changed since 2010 provides a glimpse into this evolution.
  • Older industrial assets will be challenged as occupier demand softens

    Jan 9, 2023, 11:12 AM by Dennis Schoenmaker
    Extraordinary industrial tenant demand amid historically tight availability has forced price-conscious tenants to older, less functional assets, but now the picture is changing. Tenants whose leases are rolling over will have abundant, amenity-laden space options, further disadvantaging older, less functional properties.
  • Historically Low Availability Portends Continued Strong Rent Growth in Many Logistics Hubs

    Oct 4, 2022, 10:26 AM by Matt Mowell
    Availability rates are below their historical averages in nearly all U.S. industrial markets with especially tight conditions in port markets.
  • Tourists Matter More Than 'Clicks' for Retail Performance in Many Markets

    Jun 2, 2022, 13:31 PM by Matt Mowell
    CBRE EA’s market analysis shows that a one percentage point increase in e-commerce sales has only a slightly negative impact on 5-year brick-and-mortar rent growth.
  • Urban Logistics and Rental Growth: Evidence from Building Level Data

    May 23, 2022, 14:56 PM by User Not Found
    The rise of importance of online sales has stimulated demand for last-mile facilities in urban areas, which are often limited in supply. Read CBRE EA's latest industrial viewpoint to see how rent is affected.
  • More Clicks Can Boost Industrial Rents

    May 3, 2022, 15:42 PM by User Not Found
    CBRE EA expects e-commerce to grow nearly 6% per year on average (adjusted for inflation) over the next decade, sustaining the tailwind for industrial assets. However, the e-commerce effect varies by location.
  • 3PL and Wholesale Tenants Lease More Space in 2021 than 2020

    Dec 6, 2021, 13:17 PM by Matt Mowell
    Although industrial remains the star property type, the composition of leasing activity appears to be shifting.
  • Industrial Demand Remains Strong. Can Supply Catch Up?

    Nov 11, 2021, 14:47 PM by User Not Found
    The rising share of e-commerce within retail has led to a prolonged period of high demand in the industrial sector. With industrial demand surging, can supply catch up? Read EA's latest industrial Viewpoint.
  • A Sector Update: Spring Forum 2021

    Apr 15, 2021, 15:44 PM by User Not Found
    We assembled a panel of expert economists who specialize in each property type to talk about the outlook and pandemic implications for each. Read the recap or watch the presentation.
  • EA Asking Rent Series: Webinar Recording and Q&A

    Mar 2, 2021, 13:45 PM by User Not Found
    In partnership with EA’s co-founder, Professor Bill Wheaton from the MIT Center of Real Estate, we developed a new rent series that leverages a repeat rent methodology – the gold standard in economics. We hosted a webinar Thursday, Feb. 25, to dive into this new series and answer some of your questions.
  • New EA Forecasted Asking Rent Series: Methodology for Office and Industrial

    Feb 17, 2021, 13:58 PM by User Not Found
    A unique element of EA’s value stream is the management, improvement, and development of rent “price determination models” and the identification and evaluation of those rent inputs and resulting outputs on an ongoing basis. In partnership with EA’s founder, Professor Bill Wheaton from the MIT Center of Real Estate, we developed a new rent series that leverages a repeat rent methodology – the gold standard in economics. With the new methodology for capturing rent movements and a new bottom-up forecasting approach, we have become more flexible in data rendering and more reliable in capturing changes.
  • U.S. Industrial Forecast: Q4 2020

    Feb 12, 2021, 14:27 PM by User Not Found
    Trends in the industrial sector remained strong throughout 2020, as a surge in e-commerce spending helped to support warehousing demand during the COVID-19 pandemic. E-commerce spending increased over 30% throughout the year, gaining a significant share in the retail sector as concerns over the pandemic pushed shoppers online.
  • EA's Top Takeaways for 2021

    Jan 12, 2021, 09:18 AM by User Not Found
    It was a tumultuous 2020 and high levels of COVID-19 infections mean that it will be a difficult start to 2021, but economic prospects for the rest of the year are bright. This will provide a much more supportive environment for real estate, but challenges remain.
  • Industrial Forecast Q3 2020

    Nov 13, 2020, 15:12 PM by User Not Found
    Trends in the industrial sector remained healthy in the third quarter, as continued strength in e-commerce spending and rebounding economic activity helped to support warehousing demand. Going forward, EA expects that e-commerce activity will experience another surge in Q4 during the holiday season and will continue to maintain an elevated share of retail spending even as the economy recovers from the pandemic.
  • Chicago's Role in the E-Commerce Explosion

    Sep 9, 2020, 13:20 PM by User Not Found
    According to CBRE Research and others, e-commerce penetration as a percentage of total retail sales is expected to climb from 16% today to more than 25% by 2025.
  • Industrial Forecast: Q2 2020

    Aug 11, 2020, 12:05 PM by User Not Found
    The slowdown in industrial activity was better than expected headed into the second quarter and underscores the sector's resiliency. E-commerce activity surged during Q2 and is likely to prevent severe declines in demand in upcoming quarters as businesses look to expand their online capabilities.
  • U.S. Industrial Availability Index Q2 2020

    Jul 23, 2020, 14:16 PM by User Not Found
    Preliminary data shows that availability continued to increase in the industrial market in the second quarter of 2020, rising to 7.6% from 7.3% in the previous quarter. This marks the largest quarter-to-quarter rise in availability since the end of 2009.
  • Pandemic May Bring Lasting Shifts in Industrial Sector

    Jun 26, 2020, 10:02 AM by User Not Found
    The industrial sector will not escape the current recession unscathed, but it will experience a quick recovery and an improved outlook in outer years. Shifts somewhat attributed to the pandemic, such as an increase in e-commerce, carry some positive implications for industrial demand, even once the pandemic subsides.
  • Industrial Forecast: Q1 2020

    May 12, 2020, 11:50 AM by User Not Found
    The current economic developments are going to have some noticeable negative effects on industrial real estate trends over the next couple of quarters. However, the industrial market should benefit in the short term as consumers shift more of their purchases online.
  • CBRE EA Spring Forum Recap: Logistics and the Rapidly Changing Distribution Center

    Mar 16, 2020, 12:56 PM by User Not Found
    E-commerce is rapidly, and permanently, changing the logistics and supply chain market. At 15% of total retail sales (double what it was 5 years ago), e-commerce is expected to account for 39% of retail sales by 2030.
  • Coronavirus and Supply Chain: Implications for the Industrial market

    Mar 6, 2020, 15:12 PM by User Not Found
    It is likely that the supply chain disruptions and general uncertainty caused by the Covid-19 virus are going to prolong the difficulties of the manufacturing sector.
  • Please Welcome Our New Economist, Ibrahiim Bayaan

    Feb 4, 2020, 06:18 AM by User Not Found
    I am proud to announce that CBRE Econometric Advisors has added Ibrahiim Bayaan to our group of esteemed economists.
  • Rising trucking costs could mark a tipping point for U.S. consumer prices

    Jun 21, 2018, 08:43 AM by User Not Found
    A significant (and worsening) shortage of truck drivers is raising shipping costs, which may spark the expected inflationary pressures that have thus far remained absent...
  • Addressing recent discrepancies in the industrial TW Rent Index

    Jan 15, 2018, 14:08 PM by User Not Found
    Our rent index was lower in Q3. Here's why.
  • We expect industrial net absorption to drop from 190 MSF in 2017 to 75 MSF in 2019. Why?

    Dec 1, 2017, 12:24 PM by User Not Found
    Lower employment growth—we expect 0.88% in 2018 and -0.33% in 2019—will have negative implications for availability and rents as well.
  • Has real estate been a good hedge against inflation? Will it be in the future?

    Jul 21, 2017, 13:06 PM by User Not Found
    Real estate cap rates' decline alongside government interest rates over the past 30 years has buoyed returns, with property values at pace with inflation but property net income falling behind. If cap rates begin to rise, appreciation could vanish.
  • Last-Mile Logistics

    Jul 13, 2017, 14:15 PM by User Not Found
    A clean but powerful visualization exploring the geography of last-mile logistics.
  • Three years after legalization: Marijuana real estate in Denver

    Jun 5, 2017, 13:34 PM by User Not Found
    With a number of states and localities having legalized (or taken steps toward legalizing) recreational marijuana in the past few years, some are looking to Denver to gauge how the industry might affect their local industrial fundamentals. In a new report, we offer a roadmap to identifying opportunity in the market, based on observations of industry dynamics in Denver.
  • A familiar slow start for GDP growth

    Apr 28, 2017, 15:46 PM by User Not Found
    Q1 GDP growth was the slowest in three years. How concerned should we be?
  • Some interesting CRE stats for Q1 2017

    Apr 26, 2017, 14:54 PM by User Not Found
  • It's not a recession you should be thinking about... It's three recessions

    Feb 16, 2017, 22:08 PM by Jing Ren
    Every economic recession has its unique origins, but it can also usually be characterized by the macroeconomic scenario that sparked it. The three scenarios that typically cause recessions have unique impacts on individual markets and property types and are the key to understanding how your portfolio will weather recessions to come.
  • What trade barriers might mean for U.S. warehouse demand

    Jan 12, 2017, 10:04 AM by User Not Found
    Changes proposed by the coming administration could have a substantial effect on warehouse demand trends. Recently at EA we crunched the numbers and came up with some results...
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