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.


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