Lucern Capital says industrial demand shifts to high-growth secondary markets as migration persists

  • Lucern Capital Partners flagged a shift in US industrial demand toward secondary markets as pandemic-era migration trends persist.
  • Sun Belt growth is reshaping logistics footprints, with companies placing facilities closer to customers to cut transport costs.
  • Charlotte added nearly 70,000 residents since 2020; Raleigh-Durham’s population rose more than 10% since 2020.
  • Small-bay industrial was cited as a key beneficiary due to local-service tenant demand, constrained new supply, rising occupancy, rent growth potential.
  • Diversified tenant rosters in small-bay assets were framed as a buffer across cycles, supporting long-term value in high-growth secondary markets.


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