Capital Markets

Buyer and seller sentiment improved for core and value-add assets.

The sector is entering a new cycle marked by selective investment, stabilizing rents, and regional divergence.

Investors are watching for signs that other countries may turn to alternatives to U.S. assets.

The top target markets are New York, Los Angeles, and Miami.

It’s become a way to gain capital access, control risks and minimize balance sheet stress.

More than a third in March were likely on extension options.

Some experts deemed the Treasury auction a success, but the 10-year yield is still headed up.

“Industrial space is in the eye of the hurricane,” it said.