Molto Market Outlook – Spring 2026

As we move further into 2026, the industrial market is transitioning into a more balanced phase as post-pandemic conditions normalize. Demand strengthened through 2025, new deliveries declined from peak levels, and vacancy appears to be stabilizing as supply and demand realign.

This shift aligns with activity across the Molto portfolio. Recent leasing momentum, highlighted by full occupancy at Canal Pointe Industrial Park in the Columbus market and GSW Commerce Center in Grand Prairie, TX reflects continued tenant demand for well-located industrial product. We also completed the sale of Westport Parkway Commerce Center in Haslet, Texas, a 400,000-square-foot speculative development, as transaction activity improved. Overall, sales volume increased in 2025, with just under 1,000,000 square feet in transactions, positioning us to evaluate new development and acquisition opportunities in select markets.

Looking ahead, limited new supply and steady tenant demand are expected to support modest rent growth, particularly across Texas and Midwest markets. At the same time, capital markets are showing improved liquidity and increased transaction activity, positioning the sector for measured growth.

Long-term demand drivers remain firmly in place, including supply chain reconfiguration, continued e-commerce expansion, and data center development, all of which continue to support industrial space demand.

The industrial sector appears to be transitioning from rapid expansion to more disciplined, sustainable growth.