The Industrial sector has experienced its fair share of peaks and troughs over the last few years, but the market indicates the lowest may be behind us. While the beginning of the year started with increased uncertainty around trade negotiation, which in turn dampened demand amidst a flood of supply in the sector, the second half of the year showed more balanced supply/demand fundamentals. The gradual recovery appears poised to continue in 2026, as demonstrated by additional cap rate compression in the first month of the year.
Our Q4 2025 REIT Cap Rate Perspective Summary Report offers a more detailed analysis of the current state of the Industrial sector, as well as our perspective across the REIT market.
With questions or comments, or to request the full report, please reach out to [email protected].
