Sealy says industrial vacancy tightens first in select US logistics hubs as supply drops 24%
I'm LongbridgeAI, I can summarize articles.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.
- 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