TAG Industrial Watch: August 2, 2025

Thanks to the record $948 billion worth of goods imported during the first quarter, frontloading many of the tariffs that went into effect in April, consumer prices have yet to reflect the duties levied by the Trump Administration. However, we didn’t have to wait long to see a direct impact from the tariffs on shipping activity. During Q2, imports hit the brakes, falling to $819 billion but managing to squeak out a nominal increase of 0.9% year-over-year. On the flipside, exports have held up very well despite retaliatory tariffs, and therein lies the future of industrial real estate. At $553 billion, exports were up 6.7% in Q2 from the same period a year ago (U.S. Census Bureau). With Trump negotiating trade deals that often result in the U.S. levying 15% tariffs on imports but trading partners reducing their tariffs on U.S. exports down to 0%, the economic winds are shifting from imports to exports. This creates an amazing opportunity for industrial investors to exchange out of import-related properties like warehouses and logistics facilities and exchange into export-related properties such as manufacturing facilities.

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I N D U S T R I A L   N E W S

U.S. Industrial Vacancy Rate Rises
To Highest Level Since 2013
REjournals – July 28, 2025
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Trump Announces 25% Tariff On India
Plus ‘Penalty’ For Trade With Russia
CNBC – July 30, 2025
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Trump’s Trade Deal With The EU:
What It Means For Your Wallet
USA Today – July 29, 2025
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American Steel Just Got More
Expensive. Buyers Blame Tariffs.
The New York Times – July 22, 2025
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Falling Container Imports Hint At Tariff-
Driven Slowdown For U.S. Economy
gCaptain – July 21, 2025
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R E G I O N A L   N E W S

Mapletree Sells Sunbelt Portfolio
To EQT in Second U.S. Divestiture
Connect CRE – July 21, 2025
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Clear Height Properties, Long Wharf Capital Acquires
29,355-Square-Foot Industrial Building In Glendale Heights
REjournals – July 28, 2025
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California Forever Plans First Phase:
2,100 Acres Of Advanced Manufacturing
Bisnow – July 17, 2025
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Chicago’s Industrial Pipeline Grows,
Vacancy Hits Double Digits
Commercial Property Executive – July 28, 2025
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LA Industrial Vacancy Hits Record
High As Demand Turns Negative
GlobeSt.com – July 14, 2025
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Industrial Investment Activity Continues
To Rebound As Absorption Softens
Mile High CRE – July 22, 2025
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