Data Center Development Fuels Increasing Share of Industrial Demand
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
- Disclosed industrial deal value tracked in August 2026: $5B across 32 reported transactions. All Industrial coverage →
Computed from Real Estate Trail’s own tracked coverage
Growth in data center development is fueling an increasing share of U.S. industrial demand, CoStar Group reported. Data center-adjacent occupiers now account for more than 6% of leasing activity across logistics prope…
External link. Real Estate Trail does not republish source content.
Related coverage — Industrial
City sells more than 10 acres for warehouse, office project
Karnataka to set up Korean industrial park
MDH Partners Buys Serrano Industrial Park in California’s Inland Empire West
JURUPA VALLEY, CALIF. — Atlanta-based investment firm MDH Partners has purchased Serrano Industrial Park, a Class A manufacturing campus in the Inland Empire city of Jurupa Valley. The new acquisition brings MDH’s Cal…
MDH Partners Purchases Serrano Industrial Park in California’s Inland Empire West
MDH Partners Purchases Serrano Industrial Park in California’s Inland Empire West
JURUPA VALLEY, CALIF. — MDH Partners has purchased Serrano Industrial Park, a Class A manufacturing campus in Jurupa Valley. The new acquisition brings MDH’s California footprint to more than 1.5 million square feet.…
Hanover Co., Crow Holdings Capital to Develop 200,000 SF Industrial Project in Simi Valley, California
SIMI VALLEY, CALIF. — Hanover Co., with Crow Holdings Capital as capital partner, is developing a ground-up industrial project on a 13-acre site at 903 Quimisa Drive in Southeastern California in Simi Valley. The 200,…