After What will be three years in the doldrums in 2026, new warehouse construction is forecast to jump nicely starting in 2021.

That according to a new blog post by Matthieu Kulezak and the analysts at Interact Analysis.

As seen in the chart below, new construction of warehouses larger than 50,000 square feet hit a high in 2021 at 7299 units before to an estimated 1954 in 2025. But that will start to rise more sharply in 2027 and jump to 3699 new builds in 2028, according to Interact.

Source: Interact Analysis

What is driving the growth?

Interact says there are six structural megatrends shaping the next investment cycle.
They are: “The continued expansion of e-commerce remains the primary driver of warehouse construction, supporting investment in larger, higher-throughput, and increasingly automated fulfillment facilities. At the same time, retailers and grocers continue to modernize their distribution networks to improve efficiency and support omnichannel operations. Beyond traditional logistics, rapid growth in semiconductor manufacturing and AI data center infrastructure is creating demand for specialized logistics networks, while rising throughput requirements are encouraging further investment in warehouse automation. Meanwhile, cold chain demand is benefiting from stronger fresh food consumption and pharmaceutical reshoring, and automotive OEMs are increasingly prioritizing faster spare parts fulfilment.”

Good work as usual by by Interact.

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