Industrial CRE Q1 2026: Big-Box Leasing Surges and the Quiet Return of Pricing Power

Big-Box Leasing Surges and the Quiet Return of Pricing Power

After 18 months of softening fundamentals, U.S. industrial real estate turned a corner in the first quarter of 2026. Big-box leasing surged, vacancy stopped climbing, and rent growth crept back into positive territory. For sponsors and capital allocators, the data marks a tentative but real inflection — and a clear sign of where 2026 capital […]