Walker Webcast: Economist Peter Linneman Revises Rate Forecasts, Warns of Data Center Overbuilding
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 October 2026: $977.5M across 13 reported transactions. All Industrial coverage →
Computed from Real Estate Trail’s own tracked coverage
Economist Peter Linneman still believes inflation will ease. But he’s no longer as confident that the Federal Reserve will respond with cuts in the federal funds rate as quickly as he said earlier this year. Linneman…
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