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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (77027)1/28/2025 7:32:26 PM
From: Grommit  Respond to of 78958
 
your REXR data is a good data point. IMO, supply chain risks (tariffs) will increase domestic mfg space demand. I read a NYT article about a company that moved mfg from China to Columbia recently. (as have a large number of businesses). But the recent Columbian tariff tiff caused some serious anguish and rethinking.

... need to navigate a shifting trade environment, on/nearshoring, and the need to secure bulk space amid fewer availabilities could drive leasing activity in 2025.
Very good link for geography.
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grommit