10Y UST5.13%+0.20%30Y MTG7.32%-1.08%SOFR3.90%+0.52%VNQ$92.23-0.45%XLRE$42.38-0.34%FED FUNDS3.88%
Real Estate Trail
Institutional Press Wire
Connect CRE · Industrial

Industrial New-Lease Count Returns to Historical Peak

Via Connect CRE · October 23, 2026
Compiled by Real Estate Trail Editorial · October 23, 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

Excerpt from Connect CRE:
The U.S. industrial new lease count index has returned to its historical peak, while the renewal index has fallen, according to data from CoStar Group. Large tenants have led new-lease recovery, as the index for lease…
Read the full article at Connect CRE →

External link. Real Estate Trail does not republish source content.

Related coverage — Industrial

Commercial Observer · Industrial

Roof of Concept: Meet Jeff Thramann, a Data Center Disruptor

Jeff Thramann has always been an outside-the-box thinker. A trained neurosurgeon with a degree from Cornell Medical School, Thramann is an entrepreneur at heart and an inventor by nature. He’s been issued north of 130…

2h ago