Hines has released its paper, “The Global Industrial Sector (R)evolution,” which explains how deep structural forces — ranging from shifting trade patterns and fiscal policy to the rise of ecommerce and data-driven convergence — are transforming industrial real estate from a steady, income-oriented sector into an innovation-driven, high-growth market where proximity and power availability are emerging as new sources of value.
Hines Research finds that a renewed focus on defense spending, redrawn intra-regional trading lines, a shift to reshoring, and the blurring boundaries between logistics, retail, and digital infrastructure are reshaping demand, supply chains and investment theses.
David Steinbach, global chief investment officer at Hines said, “Globalization’s one-size-fits-all era is over. Geopolitics is reshaping supply chains, and value now b
