What’s Moving the Market: Active Deals, Leasing, Development, Tenant Demand and Power Constraints Shaping Today

What You’ll Learn:

• Hear how leading developers are underwriting deals today and what makes sites viable, where projects are stalling and how teams are getting projects to pencil in a higher-cost environment.
• Understand how supply and demand fundamentals have shifted across NorCal industrial, and the demand shifts for well located, high quality and power ready assets.
• Gain insights into how power availability, grid constraints and electrification needs are impacting site selection, development timelines and tenant decisions
• Hear how different asset types, such as last-mile logistics and advanced manufacturing facilities, are influencing design, power requirements and long-term investment strategy.
• Examine how capital markets are responding to the current environment, including more selective lending, tighter underwriting and a wider bid-ask spread between buyers and sellers.
• Assess how rents, values and leasing activity are trending across key submarkets and what it means for acquisition, development and disposition strategies over the next 12–24 months.