Is the Industrial Market Turning a Corner? The Data Is Split.

CompStak’s 2026 Biannual Industrial Market Report breaks down leasing, rent, and concession trends across major U.S. industrial markets, set against the trade and consumer data reshaping demand. See where the market is holding steady, and where it isn’t.

8 MarketsCoast to coast coverage

Q1 2026Latest data available

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The industrial market is not one story right now. Rents have gone flat at the national level, but mega-format leases are repricing on terms the rest of the market isn’t seeing, and some coastal markets are still correcting while others just touched new highs. The full report breaks down exactly where those differences are, and what they mean for deals in the back half of 2026.

What’s Inside

Five Findings Shaping Industrial Right Now

A National Index That Won’t Move

Quality-adjusted industrial rents have barely budged in over two years. The report breaks down whether that’s a market finding its floor, or one that’s simply stuck.

Two Coasts, Two Different Markets

Some major industrial markets are still correcting hard from their pandemic-era highs. Others just touched new records. The report maps out exactly which is which, market by market.

The Comeback in Large-Format Leasing

Mega-size industrial leases are repricing at renewal in a way no other segment is. The report tracks what’s driving the reversal and whether it’s likely to hold.

Trade Headwinds Meet Warehouse Demand

Import volumes are falling at a pace unseen outside of the pandemic. The report connects that trade slowdown to what it means for occupier demand through the rest of the year.

Where the Rollover Risk Really Sits

Nearly a third of leased industrial space turns over by 2028, and the repricing opportunity isn’t where the volume is. The report identifies which markets carry the most upside, and which face the opposite.