• Sealy & Company analysis flagged an early tightening phase in U.S. industrial real estate as the post-build cycle rebalances in 2026.
• New supply across the 25 largest markets fell 24% year over year; construction activity dropped 60% from its 2022 peak.
• Net absorption rose 19% across the top 25 markets; vacancy began leveling off, with declines already visible in a growing set of markets.
• Sealy’s 14 core markets produced 115 million square feet of net absorption, about 80% of demand across the top 25.
• In those markets, absorption exceeded new supply by more than 13 million square feet; the top 25 overall showed a 38 million square feet supply overhang.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Sealy & Company LLC published the original content used to generate this news brief on July 22, 2026, and is solely responsible for the information contained therein.