---
title: "Sealy says industrial vacancy tightens first in select US logistics hubs as supply drops 24%"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293512832.md"
description: "Sealy & Company reports an early tightening in U.S. industrial real estate as supply drops 24% year-over-year and construction activity falls 60% from its 2022 peak. Net absorption rose 19%, with vacancy leveling off in select markets. In Sealy's 14 core markets, absorption exceeded new supply by over 13 million square feet, though the top 25 markets overall still face a 38 million square foot supply overhang."
datetime: "2026-07-22T19:46:04.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293512832.md)
  - [en](https://longbridge.com/en/news/293512832.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293512832.md)
generator: "portal-rs"
---

# Sealy says industrial vacancy tightens first in select US logistics hubs as supply drops 24%

-   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. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**