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Join date: Jun 26, 2024

Posts (25)

Jan 21, 20262 min
Red Sea Reopening Looms — Are Global Shipping Rates About to Shift?
After nearly two years of conflict-related disruption, A.P. Moller–Maersk  is preparing to resume Middle East services via the Red Sea and the Suez Canal , following major global supply chain adjustments. This move raises a key question for the freight market: how will returning capacity affect global shipping rates?   Maersk’s Red Sea Return and Its Implications Since late 2023, Houthi attacks disrupted Red Sea transits, forcing most carriers to reroute vessels around the Cape of Good Hope....

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Jan 15, 20262 min
Too Many Tenants? Why Dallas and Houston Are Still Seeing Heavy Industrial Development
In 2025 , Dallas and Houston, Texas , together delivered about 62 million square feet of industrial space , bringing development back to normal cycle levels .   What drove construction activity?     Tenant demand remained strong , allowing developers to continue breaking ground and restore typical development pace.   Dallas–Fort Worth The DFW  market typically delivers around 32 million square feet annually  in a normal cycle.  In 2025, total volume aligned with that baseline, while...

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Jan 9, 20261 min
San Jose Industrial Leasing Doubles — Yet Vacancy Hits a New High
San Jose’s industrial leasing activity outperformed the market average in 2025, particularly in Q3 , driven by several large logistics and selective flex leases.   Total annual leasing reached 4.8 million square feet , up sharply from 3.1 million square feet in 2024 . Q3 alone recorded about 1.7 million square feet , nearly double last year’s level, confirming that the rebound was not a one-off but part of a broader demand recovery (CoStar). However, higher leasing volume has not reduced...

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