10Y UST5.29%+0.57%30Y MTG7.28%+3.56%SOFR3.87%-0.77%VNQ$89.38+0.24%XLRE$40.76+0.21%FED FUNDS3.88%
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Connect CRE · Industrial

Data Center Boom Broadens, But Markets Matter

Via Connect CRE · October 2, 2026
Compiled by Real Estate Trail Editorial · October 2, 2026

Why this matters

Industrial has moved into a normalization phase after the 2020-2023 frenzy. Vacancies are up modestly, sublease space remains a watch item in the big-box logistics segment, and rent growth has shifted from double-digit to mid-single-digit. The long-term tailwinds — nearshoring, e-commerce penetration, infill scarcity — remain intact. Institutional capital is calibrating between core income and value-add basis plays as the cycle matures.

Editorial analysis · Real Estate Trail Editorial

On the RET wire

Computed from Real Estate Trail’s own tracked coverage

Excerpt from Connect CRE:
The data center market in the Americas continues to expand, but growth depends on local market conditions, according to Cushman & Wakefield’s Americas Data Center Update . The report, which covers the first half of 20…
Read the full article at Connect CRE →

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