U.S. Industrial Tenant Demand Study
Authors
Kelsey Nastasi
Mehtab Randhawa
The14th annual U.S. Industrial Tenant Demand Study delivers unparalleled insights into the industrial real estate landscape. Drawing on JLL's expertise across 60+ U.S. markets, the report analyzes tenant behavior, location priorities, industry-specific drivers, and economic factors shaping demand. Key insights include:
Online Sales Growth: E-commerce growth is driving demand for infill and last-mile facilities near population centers, requiring high-throughput capabilities, advanced automation, higher clear heights, and expanded trailer parking to enable faster deliveries and handle surging order volumes. Consider all aspects of obsolescence.
Manufacturing & Build-to-Suit Construction Starts: Manufacturing expansion in Southeast and Midwest hubs is fueling build-to-suit and owner-user project growth, with facilities requiring heavier power infrastructure, specialized layouts, and expanded yard capacity to support advanced production operations and data center requirements.
Data Center Capacity Growth: Data center growth is generating new demand for hybrid flex/warehouse support facilities and driving significant increases in power requirements that tie site selection to grid access, while spurring secondary industrial demand for cable, cooling, and electrical components.