In the U.S. warehouse construction sector, 2027 is shaping up to be a pivotal year.

“A growing number of macroeconomic and industry indicators suggest the market is approaching the beginning of its next investment cycle,” according to Interact Analysis. Stronger leasing volumes and improving demand “point to a more favorable environment for warehouse investment.”

Large occupiers across e-commerce, the grocery, automotive, semiconductors, and data center logistics sectors have announced major new construction projects scheduled for completion from 2027 and beyond. 

“These indicators suggest the industry is transitioning from a period of absorbing excess capacity toward the next phase of logistics infrastructure expansion,” Interact Analysis says.

“Following the sharp post-pandemic slowdown, annual net additions of large warehouses fell from more than 2,700 facilities in 2022 to fewer than 700 in both 2025 and 2026. As industrial supply and demand return to a more balanced position, we forecast activity to accelerate to almost 1,000 new facilities in 2027, before exceeding 1,300 facilities annually between 2028 and 2030.”