In this episode of the REconomy Podcast™, Senior Commercial Real Estate Economist Xander Snyder and Chief Economist Mark Fleming trace the full arc of industrial cap rates since the pandemic: from record lows driven by e-commerce demand, through a sharp reset as interest rates soared, to the cap rate plateau that exists today. They examine how cap rates have converged across major metros and why previously premium West Coast markets, particularly Los Angeles, have moved closer to the middle. While the national trend suggests balance, local dynamics reveal a more nuanced story shaped by both supply and demand. Don’t miss a single REconomy episode, subscribe today.
