CoStar: Industrial Vacancy Will Peak in Early 2027

U.S. industrial vacancy is projected to rise into early 2027, according to a revised forecast from CoStar Group. The national vacancy rate remains in the mid-7% range entering the second quarter of 2026 and is expected to edge higher into 2027 before beginning a gradual descent.

CoStar said Thursday the forecasted vacancy rate is slightly higher than previous expectations. Demand in 2027, while projected to remain higher than 2026, is estimated to come in lower than the prior forecast...

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RSK: Demand should remain high but the over-built supply will keep a moderate vacancy rate except for niche markets....such as Greater Madison.