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2025 Biannual Industrial Market Report
Download the 2025 Biannual Industrial Market Report
The Industrial CRE Landscape is Shifting — Are you Ready?
CompStak’s new 2025 Biannual Industrial Report reveals the critical trends shaping the U.S. industrial real estate market, just as trade policy shifts, tenant leverage grows, and bulk rents soften.
Key insights include:
- Bulk industrial rents fell for the third straight quarter—with no sign of stabilization in sight
- West Coast port volumes surged 13% YoY in Q1 2025, but steep March declines signal a pullback ahead
- E-commerce remains strong, but retailers are bracing for price hikes amid tariff changes
- Over one-third of industrial leases expire by the end of 2027 and the majority are paying from 33% to 75% below current market rents
- Tenant leverage is rising, especially for bulk leases as free rent share of term reached 4.4%, compared to 3.0% for non-bulk leases in Q1 2025.