Connect Industrial West 2026

The last few years have signaled a shift toward a tenant-favorable market in industrial real estate. However, macroeconomic trends are seeing varying effects across distinct industrial asset-types, markets, and occupier sectors. The leading minds in the Western U.S. industrial market, keeping in mind the weight of broader economic uncertainty on market activity, will discuss:

• The macroeconomic drivers influencing demand

• The evolving capital markets environment and its effect on capital availability, tenant demand, and investments across Western markets

• The impact of supply chain recalibration and development constraints on Western industrial real estate

Western port markets are entering a period of meaningful transition, as industrial demand in coastal locations tempers and occupiers increasingly shift toward lower-cost inland logistics hubs. At the same time, global trade volatility continues to disrupt cargo flows, while excess capacity built during the COVID-era boom is still being absorbed.

Yet these challenges are also creating new opportunities. In this presentation, The Port of LA will discuss, how as the landscape evolves, port markets are poised to stabilize and reemerge stronger than before.

Capital is being reallocated across the industrial sector as investor and occupier priorities evolve. Emerging areas of focus include outdoor industrial assets such as parking and storage, alongside a renewed emphasis on functionality over the speed and scale that defined the last cycle. A resurgence in U.S. manufacturing, coupled with shifting global supply chains, trade dynamics, and tariffs, is reshaping demand patterns.

Throughout this shift, how are lenders, debt funds, and buyers underwriting industrial in 2026? Western industrial market experts will examine valuation trends, refinancing pressure points, debt structures, insurance headwinds, and how financing assumptions are evolving across stabilized and transitional assets.

How are brokers, owners, and investors structuring transactions to maximize value and align incentives across stakeholders? As leasing dynamics evolve, how is deal structuring evolving to meet tenant demand? Industry leaders will discuss the cutting-edge strategies required to close deals in today’s markets, covering leasing, investment sales, recapitalizations, joint ventures, development exits, and more. Panelists will also examine the small-bay vs. big-box divide and how this growing bifurcation is reshaping decision-making.