In the often-unseen world of warehouses and supply chain logistics, headlines don’t typically scream for attention. But a recent industry update from Supply Chain 24/7 caught the eye—and raised eyebrows—with a quietly sobering truth: cold storage construction starts are falling. Behind the headline lies a significant story of overbuilding, recalibration, and a slow-but-steady path back to normalcy in the industrial real estate market.
On this episode of It’s The End Of The Week, Charles Fallon and David Beaudet went behind the headlines and unpacked what the numbers—and the mood—really mean for the future of industrial real estate.