Market conditions shifted in 16 out of 35 major U.S. markets, with most moving from tenant-friendly to more neutral or more landlord-favorable conditions, according to the brokerage’s annual Waypoint: Global Industrial Dynamics report. The shift comes as logistics operators pivot to a business model where “uncertainty is now embedded in day-to-day operations,” with the ongoing conflict in the Middle East presenting the most immediate pressures on global demand for space as fuel and transportation costs soar and shipping routes are disrupted, the report’s authors wrote.
U.S. landlords are bucking the global trend. Cushman & Wakefield’s survey of 135 global markets found only 8% are shifting toward landlord-favorable conditions, while 13% are moving toward neutral and 23% are shifting in the tenant’s favor. ..
RSK: Not much spec construction in this sector so demand is outpacing supply making things favorable for landlords.
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- - Volume: 26 - WEEK: 24 Date: 6/9/2026 9:57:44 PM -