U.S. industrial and logistics real estate remains compelling despite shifting macroeconomic conditions, structural changes in supply chains and rapid technological evolution. Todd Henderson, head of real estate, Americas, at DWS, said in an exclusive interview with IREI that a combination of supply discipline, technological innovation and shifting demand patterns is setting the stage for renewed strength across the sector.
“We believe there are many reasons to be optimistic about industrial property today,” he said.
While performance varies by market, he noted that most markets have been resilient, with vacancies largely in line with historical norms and, in his view, poised to move lower. Construction starts have dropped 60 percent since m
