Why Stagflation Is Reshaping the Warehouse Industry

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Why Stagflation Is Reshaping the Warehouse Industry

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In episode 103 of Stagflation Conversations with Fexingo, Lucas and Luna examine how the combination of high inflation and slow growth is transforming the warehouse and industrial real estate sector. With the national vacancy rate for industrial space rising to 6.3% in Q2 2026 — up from 4.7% a year ago — and construction starts down nearly 40% from the 2022 peak, developers are pulling back sharply. Lucas explains that the 10-year Treasury yield hovering near 4.5% has pushed capitalization rates above 7% for many properties, making new projects financially unviable unless they're built for specific tenants. The hosts also discuss the shift from speculative building to build-to-suit projects, and how major retailers like Walmart and Amazon are prioritizing lease renewals over expansions. Luna notes that rising labor costs and inventory carrying costs are forcing companies to optimize existing space rather than add new capacity. The episode includes concrete data on rent growth slowing to 2.1% year-over-year, and a look at how the market for secondary and tertiary markets is diverging. A natural donation segment near the end ties listener support to keeping the show ad-free. #Stagflation #WarehouseIndustry #IndustrialRealEstate #CRE #Inflation #SupplyChain #Logistics #BuildToSuit #SpeculativeConstruction #TreasuryYields #CapRates #RentGrowth #Walmart #Amazon #Economics #FexingoBusiness #BusinessPodcast #RealEstate Keep every episode free: buymeacoffee.com/fexingo

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