Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
Why Stagflation Is Reshaping the Warehouse Industry
In episode 103 of Stagflation Conversations with Fexingo, Lucas and Luna examine how the combination of high inflation and slow growth is transforming the warehouse and industrial real estate sector. With the national vacancy rate for industrial space rising to 6.3% in Q2 2026 — up from 4.7% a year ago — and construction starts down nearly 40% from the 2022 peak, developers are pulling back sharply. Lucas explains that the 10-year Treasury yield hovering near 4.5% has pushed capitalization rates above 7% for many properties, making new projects financially unviable unless they're built…
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