America‘s Commercial Real Estate Show · Bull Realty

Industrial Outlook & Forecast with Ermengarde Jabir

·20 min·1 clip
Industrial vacancy is at 7%, much lower than the pre-2020 average of 11-12%, signaling a strong market.
Host Michael Bull interviews Ermengarde Jabir from Moody's Analytics on the industrial real estate outlook, covering current performance with 7% vacancy and modest rent growth, shifts in manufacturing and reshoring trends, and future risks like geopolitical tensions. Jabir highlights industrial's resilience compared to other sectors and points to cold storage as a promising opportunity.

As heard by us

A practical industrial outlook that ties macro shifts to property-level effects.

Michael Bull and Irma Gard-Jaber keep the conversation close to market mechanics. They move from the economy into the pressures shaping owners and investors, including reshoring, nearshoring, labor needs, and slower new supply.

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Why you'd press play

You want a measured read on industrial real estate as reshoring, nearshoring, and slower new supply shape the outlook.

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