growth

Industrial

The New Growth Set

Institutional interest in alternative CRE sectors has been rising steadily. As shifts in how goods are produced, transported, and serviced reshape the economy, a new group of real estate assets is drawing attention. Sectors tied to food logistics, electrification, media production, and equipment storage are no longer fringe considerations. In 2026, they represent practical ways for investors to align capital with durable economic activity rather than traditional leasing cycles.

Insights

Activity is Up

Investor and user interest levels have increased, but that hasn’t translated into higher transaction volume. Barriers such as tariffs, interest rates, and elevated construction costs continue to present challenges to completing transactions. Sellers are not budging on price, especially if they have little debt and expect to have rent upside as quality tenants that pay top dollar are abundant.