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Podcast Episode

The Inland Empire Industrial Warning Sign Every Owner Needs to See

Adding Value with Shy Assar··15 August 2026·57 min

About this episode

TIMESTAMPS 00:00 - Intro & Macro Overview: Highest Vacancy in 13 Years 02:15 - Tale of Two Markets: Mega Big Box vs. Mid-Sized Contraction 05:10 - The Impact of Expiations: 5-Year Leases Rolling Off COVID Peaks 08:30 - Inland Empire West (100k–250k SF): Case Study & Security Deposits 12:45 - Monetary Policy, M2 Supply, & Corporate Downsizing Realities 15:20 - Efulfill Deal Deep Dive: $1.21 Gross & Racking Solutions in Fontana 18:50 - How Gen Z/Millennial Shopping & TikTok Drive Modern 3PL Expansion 22:15 - Class A vs. Class B Divergence in the 500k+ SF Segment 26:40 - Are Developers Just Building and Waiting for Amazon? 31:10 - Inland Empire East Breakdown: Labor Dynamics & Rate Compression 36:00 - BFG Supply Case Study: Securing an 82¢ Net Deal in San Bernardino 40:25 - The 800k SF Comar Deal: Custom Build-to-Suit Features & Purchase Rights 45:10 - California Business Climate vs. Out-of-State Migration (Phoenix/Vegas) 48:30 - Brokerage Strategy: Servicing Clients & Communicating Through Soft Markets 52:15 - Have We Bottomed Out? Historical Trend Line Analysis & Final Thoughts   Follow Adding Value with Shy Assar for more conversations that shape the future of industrial and logistics real estate. Subscribe on YouTube, Apple Podcasts, Spotify, or your favorite platform. Follow on Instagram and TikTok @AddingValueShyAssar Music Codes: MB01DKPGNACZVRS MB01TGKRMBHDK91 #CommercialRealEstate #IndustrialRealEstate #InlandEmpire #inustrial #warehousing #logistics