TAG Industrial Watch: September 27, 2025
A decade ago, there was little talk about industrial outdoor storage (IOS) properties within the industrial real estate market. Today, there are entire institutional investment firms dedicated to IOS properties thanks to the historical boom in imports that began during the reopening of the economy. While IOS properties capture headlines seemingly every week, the niche market could face some headwinds. After experiencing another month of tariff frontloading, imports in August fell by 7.0 percent on a monthly basis, seasonally adjusted. Year-over-year, imports were down by 5.6 percent (U.S. Census Bureau), and with tariffs in full effect, imports are poised to fall further in the coming months. Simply put, fewer imports mean less demand for IOS space to store anything from shipping containers and truck chassis to industrial equipment. While IOS has seen impressive demand over the last five years, investors may want to consider an exit plan to capitalize on the appreciation the sector has experienced.
Industrial Outdoor Storage Continues To Steal The Spotlight
Connect CRE – September 11, 2025
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US Goods Trade Deficit Contracts Sharply In August
Reuters – September 25, 2025
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McCown: U.S. Container Imports Face
Historic Decline As Tariff Effects Take Hold
gCaptain – September 22, 2025
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Industrial Absorption Numbers Take A Dip
REjournals – September 16, 2025
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China’s Shipments To U.S. Plunge 33% In August
As Overall Exports Growth Hits A 6-Month Low
CNBC – September 7, 2025
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R E G I O N A L N E W S
US Steel Changes Course, Will Keep Processing
Raw Steel At Granite City Plant In IL
ABC News – September 19, 2025
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Binary Container Logistics Signs 296,240 SF
Industrial Lease In Wilmer, Texas
REBusiness – September 18, 2025
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California Firm Snaps Up 108K SF Thornton
Industrial Property: The Denver Deal Sheet
Bisnow – September 24, 2025
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Drugmaker Eli Lilly To Invest $6.5 Billion To Build
Largest US Manufacturing Campus Of Its Kind
CoStar – September 23, 2025
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LA Port Sees 10% Import Drop Through Year-End
FreightWaves – September 17, 2025
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