U.S. Industrial Sector Posts First Negative Absorption in 15 Years

A surge in bankruptcies and corporate consolidations has pulled industrial net absorption into negative territory for the first time since the Great Recession. By the numbers: Newmark reports the sector shed 1.3M SF in Q2 2025—the first quarterly decline since 2009. For the first half of the year, net absorption totaled just 47.4M SF, down…

The commercial real estate (CRE) markets have gone through some pretty significant changes over the last few years. Since early 2020, the industry has faced wave after wave of disruption — and as we move deeper into 2025, the market continues to evolve in ways that investors, developers, and lenders need to pay close attention…