Archive for October 2026
Port Volume Is Up, Rail Share Is Down, and Truck Costs Keep Climbing
The Port of New York and New Jersey held its ExpressRail summit last week, and the numbers through August tell a clearer story than the headlines. Container traffic has beaten 2025 in six of eight months, peaking near 840,000 TEUs in March and holding around 790,000 in August. Ships are getting bigger, with more volume…
Read MoreRates, Diesel, and the Election: Why Tenants Should Be Talking to Their Landlords Now
The 10 year Treasury crossed 5.3 percent this month, a level not seen since 2002, and the Fed raised rates in September for the first time since 2023. That hurts landlords more than tenants. Most industrial buildings carry loans written when money was cheap, and many of those loans mature in the next two years.…
Read MoreThe 10 Year Hit 5%. Industrial Capital Kept Moving, Rates and Construction Costs Rise
The Federal Reserve raised its policy rate on September 16 to a range of 3.75% to 4.00%, its first increase since July 2023. The 10 year Treasury stood at 5.01% that day, up 83 basis points on the year, and later touched 5.14%, a 19 year high. In the same week Blackstone took a $1.7…
Read More