TAG Industrial Watch: September 6, 2025

Throughout this year, TAG has warned about the impact of tariffs on manufacturing and the industrial real estate market, and now, headlines are beginning to reflect this reality. Instead of manufacturing activity experiencing a reboot, the industry has contracted for six consecutive months based on a monthly survey by the Institute for Supply Management, which indicated that manufacturers are struggling with higher costs of foreign supplies (Investopedia). After witnessing the first negative quarter of net absorption since 2010 in Q2 (REjournals), industrial demand rebounded at the start of Q3 as importers again front-loaded the tariffs that went into effect in early August. But since then, industrial demand has made an about-face, heading back toward negative territory (CoStar). The good news for industrial landlords is that the state of the market and overall economy has yet to impact sales activity. Buyer demand rebounded in the first half of 2025 and has remained steady in the third quarter, keeping the window open for landlords to take advantage of historically high property values while they last.

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I N D U S T R I A L   N E W S

Tariffs Were Supposed To Revive US Manufacturing.
So Far, They’re Having The Opposite Effect
Investopedia – September 3, 2025
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Tariff Uncertainty, High Interest Rates Muffle
Demand For Industrial Real Estate
REjournals – September 2, 2025
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U.S. Trade Deficit In Goods Widened Sharply
In July As Firms Raced To Avoid Tariffs
Market Watch – August 29, 2025
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McCown Warns: U.S. Container Imports On Brink Of
Historic Collapse As July Growth Proves Deceptive
G Captain – August 28, 2025
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Tariffs Poised To Hit Industrial Seaport Markets Harder
GlobeSt.com – August 25, 2025
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R E G I O N A L   N E W S

Report: Industrial Demand Rises Along
Canadian And Mexican Borders
Connect CRE – August 5, 2025
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Hillwood To Develop Two New Spec Industrial Buildings
Totaling More Than 1.1 Million Square Feet At AllianceTexas
REjournals –  September 1, 2025
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Angler Lays Houston’s First Trilytics
Concrete Slabs: The Houston Deal Sheet
Bisnow – August 29, 2025
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Tobacco Giant Adds Warehouse Near Its
$600 Million Development In Suburban Denver
CoStar – August 28, 2025
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Tesla Sales Plunge 40% In Europe
As Chinese EV Rival BYD’s Triple
CNBC – August 28, 2025
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