2026 Industrial Outlook: Market Rebalancing, Big Box Demand & Nearshoring

Live at the IAMC conference in Little Rock, hosts interview Stephanie Rodriguez, who leads Colliers' industrial platform, about her people-focused approach to client and team relationships and her extensive travel (over 300,000 American Airlines miles last year). She discusses Colliers' positioning and performance, noting an uptick after Q1 in industrial deal and revenue counts and a stronger start to 2026, plus continued talent recruitment. Rodriguez highlights regional market dynamics: low-vacancy, conservative development and steady rent growth in the central region; strong Southeast demand driven by population growth and onshoring/nearshoring; and West Coast stabilization tied to ports. Growth drivers include steady e-commerce, dominant 3PL leasing activity, reshored advanced manufacturing (chips, pharmaceuticals), and capital-intensive data centers. Institutional owners remain focused on build-to-suit, with selective return to speculative development in low-vacancy markets and renewed big-box demand, including increased Amazon activity.

0:00 Intro and Guest Introduction

2:15 Colliers Platform and Regional Trends

5:10 Growth Sectors: 3PLs and Manufacturing

7:00 Institutional Perspectives and Spec Development

8:20 Big Box Trends and Upcoming Conferences

Industrial Advisors Podcast Live at IAMC: Dallas Bulk Demand, Spec Development, Shallow Bay Challenges, and Power Constraints

Live from the IAMC forum in Little Rock, the Industrial Advisors podcast hosts interview Chloe Garside of the Sansone Group about her move to Dallas as a development partner and what she's seeing in industrial real estate. She describes accelerating bulk demand nationally and in Dallas, noting Sansone has six million-square-foot spec buildings under construction or existing, with four already in lease talks, contributing to pushback toward build-to-suit for bulk due to limited availability. In Dallas, rent premiums favor bulk over sub-300,000-square-foot product, and she prefers 300,000–600,000-square-foot cross-dock specs, with 900,000–1.2 million as the big-box range. The group discusses shallow-bay/flex demand but high costs and infill site challenges, plus rising competition for land and power as data centers drive pricing expectations and utility delays, making power a daily tenant concern and prompting bridge solutions like alternative generation.

0:00 Intro and Chloe Garside's Career Journey

3:30 The State of the Dallas Industrial Market

6:45 Trends in Bulk Speculative Development

10:15 The Challenge of Shallow Bay and Flex Space

13:45 Data Centers and the Competition for Power

17:30 Creative Power Solutions and Market Outlook

Amanda Sevilla on the Value of IAMC for Corporate Occupiers

Live from Little Rock on the final day of IAMC, the Industrial Advisors podcast hosts interview Amanda Sevilla of Expeditors about her experience with the conference and why she joined. Sevilla says corporate occupier teams often run lean, and IAMC uniquely centers corporate tenants, creating a more even playing field than other conferences and enabling relationship-building that continues beyond the event. She values the community feel, honest and packed breakout sessions where real estate leaders share challenges and solutions, and uplifting general-session speakers, including John O'Leary. She notes her first IAMC in Greenville helped her discover the year-round network among the roughly 500-person group. Sevilla also cites benefits from landlord-run customer advisory councils for direct C-suite feedback, and she looks forward to the next IAMC in Columbus.

00:00 Why Join IAMC

00:56 Live From Little Rock

01:21 Conference Highlights

01:52 How Amanda Got Involved

03:08 Best Sessions and Breakouts

04:10 Favorite Host City

05:07 Other Conferences Worth It

06:10 Next Stop Columbus

06:32 Wrap Up and Thanks