Q3 Results

Industrial Advisors · Oct 3, 2025 · 15m · transcript

Q3 Real Estate Market Review: Insights and Predictions

In this episode of the Industrial Advisors podcast, hosts Bill Condon and Matt McGregor discuss the state of the real estate market in Q3. They analyze current vacancy rates, comparing them to historical data from 2008-2010 and explore why the market feels different today despite similar vacancy numbers. Key themes include an increase in lease renewals, higher credit risks, and a notable number of bankruptcies among smaller Third-Party Logistics (3PL) providers. The hosts highlight the improvement in the South Seattle market, rising…