SpaceX will build a $100 billion spaceport and propellant plant on former ExxonMobil land in Vermilion Parish, Louisiana.
Industrial & Logistics
Warehouse and fulfillment demand, manufacturing onshoring, and power-and-labor-driven land plays reshaping where industrial gets built.
Industrial has matured from the last cycle's darling into a more selective market. Warehouse and fulfillment demand continues, but site selection is increasingly driven by power, labor, and proximity, the same forces reshaping the rest of development.
Manufacturing onshoring and nearshoring add a new layer: large plants and their supplier ecosystems are creating land plays in markets that were not traditional industrial hubs.
This hub tracks industrial and logistics: the projects, the demand drivers, and the onshoring wave reshaping US manufacturing real estate.
Go deeper: read the guide.
The developers on this beat
The firms our industrial & logistics coverage names, most-covered first, with the number of stories naming each one.
Latest coverage
The largest industrial entitlement now moving through Miami-Dade would fill a rock pit lake for 3.83 million square feet of warehouse space.
A 3.08-acre industrial site on South Dixie Highway would become 394 apartments, with staff recommending approval of the design, site plan and a corner setback variance.
PTM Partners and Hernandez paid $11.5M, about $1.42M an acre, for 8.11 acres in West Palm Beach to build a 93,556-square-foot industrial building.
The aircraft engine MRO firm is nearly quadrupling its footprint in a West Kendall park that is already 96% leased before delivery.
A stranded federal industrial site becomes the collateral for a $105 billion guarantee, and a preview of how site selection works when power is the asset.
A marquee Wall Street name puts institutional capital behind two infill industrial buildings in one of Miami-Dade's tightest submarkets.
Rexford is the seller, not the buyer, cashing out non-core assets at a yield that says where institutional capital now prices industrial risk.
The chip story is the research. The real estate story is what a third Micron campus does to Boise's land, labor and housing supply.
A decade-old institutional owner cashed out of a fully leased Sunrise warehouse at a price that pencils Broward infill industrial for buyers today.
Amazon confirmed a robotics plant on 300 acres of Austin's Dog's Head site, and asked for no incentives. That's the tell for industrial landowners.
A Fortune 500 drugmaker picks a master-planned Houston park over a from-scratch site, and the site-selection math shows why.
Our permit wire caught the filing first: an 8-story, 366-unit tower on a warehouse assemblage Norle Properties has been quietly building toward since 2024.
Hutto, Texas approved incentives for Blue Origin's $650M, 1.3M-sf plant, 2,000+ jobs at $88K average, terms still undisclosed.
Blackstone sold a 28-building, 1.9M-sf Sacramento industrial park for about $245M, a basis well under its own $169/sf print nine days earlier.
SpaceX and Tesla will spend $16.8B on Terafab's first phase in rural Grimes County, Texas, reusing a shuttered coal plant's grid and water rights.
CIP Real Estate paid $99M, or $293.43 a foot, for Coconut Creek's 337,392-square-foot Lyons Corporate Park, a major Broward industrial trade.
The joint venture's own release confirms the price, footprint and lender group. Our math on that release puts the basis at about $169 a square foot.
Three South Florida boards, four filings, one calendar for developers who need to know what changes and when.
A Terreno Realty LLC paid $56.3M for a 98,000 sf Hialeah Gardens warehouse on 16.8 acres, our own price-per-sf math against county and land-wire data.
Miami-Dade's own parcel record puts the full folio at 165.6 acres, and it already carries 21 county buildings the trade coverage never mentioned.
The deed has not posted yet, but the county's own building record fixes the price per square foot the trade item did not give readers.
Delray Beach-based Basis Industrial elevates Anthony Scavo to CEO and hires Nisha Patel as COO as founder Dan Weinstein steps back to chairman.
The largest Miami-Dade land trade of the year is not an industrial play. Run the per-foot math and the buyer is paying for something else entirely.
Four offers in a month. The world's largest industrial landlord is close to buying Europe's, and the deadline to put up or walk away is August 12.
The largest pure-play infill Southern California industrial owner just wrote down its own portfolio. Cash rents on renewals are down 11.3 percent.
A 1969 warehouse painted black, windows included, just traded at a level no industrial tenant would pay. Creator capital is a new bidder for infill boxes.
Western Broward has land, power and a port drive. The scarce thing is entitled industrial dirt, and FRP just bought some.
The public market would not pay for 96.6%-leased bulk distribution. Two of the largest pools of private capital would.
This is not a denial of a project. It is a category-level exclusion drafted before anyone applies.
A speculative multistory logistics bet built in 2024 never found a tenant, and the developer's exit is a sale to the one user dense enough to fill it.
The largest industrial proposal on Long Island in years, and it hangs on a zoning change and a tax package.
Power gets built first and the load follows. Mississippi County, Arkansas is the clearest example yet of generation-led site selection.
A billionaire's industrial-to-residential conversion clears entitlement, over the city's preference for a jobs center.
The air-taxi maker's site choice is a power story: 4,000 amps per building is what pulled it south of San Jose.
A near-$1B foreign manufacturer absorbed finished North Texas industrial instead of breaking ground.
Tribal land opens a new site-selection lane in a Phoenix market where developable dirt near the freeways is scarce.
Infill industrial in Miami-Dade still commands a premium, and buyers are willing to wait years to get it.
Big-box demand in Miami-Dade is still finding the newest space, even as the market digests a supply wave.
The AI buildout needs hardware, and the hardware needs U.S. factories. North Texas keeps winning them.
Mega-fabs are the anchor tenants of the nearshoring build-out, and each one drags a decade of development demand into its region.
The Delivery Protection Act has chilled construction even while parked in committee, landlords say.
A Boston investor keeps buying small-bay South Florida logistics as demand outpaces the region's scarce infill supply.
Tesla expanded its Austin-area industrial footprint to roughly 3 million square feet as Toyota committed $3.6 billion to double its San Antonio plant.
Frequently asked
- Is industrial real estate still a strong development play?
- It is still healthy but more selective than the pandemic-era peak. Vacancy has normalized off record lows as a wave of new warehouse supply delivered, so success now depends more on location, power, labor access, and building specification than on riding a rising tide. The strongest demand clusters around population centers and major logistics corridors.
- How is manufacturing onshoring affecting real estate?
- Reshoring and nearshoring of manufacturing are driving large plant projects and the supplier and logistics ecosystems around them. These can anchor entirely new industrial submarkets, often in places chosen for power, labor, and incentives rather than traditional distribution geography, creating land plays well ahead of the buildings themselves.
- What drives industrial site selection today?
- Access to power and labor, proximity to population and transport, and speed to occupancy increasingly outweigh raw land cost. Large modern facilities, especially advanced manufacturing and cold storage, have heavy power and infrastructure needs, so the same power-first logic reshaping data centers is now shaping industrial site selection too.