Tariffs Surge Warehouse Demand in the Short-Term

On October 10, 2025, President Trump announced a sweeping new 100 % tariff on imports from China, stacking atop existing duties, effective November 1.¹ This unexpected move jolts global trade flows and immediately pressures supply chains. For the industrial real estate sector, particularly warehouses and distribution facilities, the short-term implications will likely increase demand from a temporary shock.

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