Industrial Investor Sentiment Report – October 2019

RCM, a part of LightBox, partnered with SIOR for the third year to gauge the industrial investment market. This study was compiled through a survey of RCM principals, SIOR members and subsequent interviews with key industry leaders.


  • 10% annual growth expected in e-commerce, which is driving warehouse and distribution activity
  • Land constrained markets expecting rent growth are Miami, NYC/New Jersey, and parts of Southern California, among others
  • Speculative construction still strong, with concerns about overbuilding in select markets, according to 51% of survey respondents.
  • Further cap rate compression expected in select markets.

The overall findings of the 2019 Industrial Report show many signs of strength heading into 2020, given the ongoing expansion of e-commerce, rising rents, record absorption and low vacancy rates.




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