Updated Q1 2026 — 9 Western U.S. Markets

U.S. Industrial Market
Intelligence

Real vacancy rates, rent comps, and absorption data for every major western market. Built for landlords, brokers, and investors who need the full picture.

Cushman & Wakefield Q1 2026 JLL Q1 2026 Colliers Q4 2025 BKM Capital Partners Q4 2025 Lee & Associates Q4 2025 Kiemle Hagood Winter 2026 NAI Black 2026
National Vacancy
7.4%
↓ 10 bps from peak — C&W Q1 2026
Small-Bay Vacancy
~3.5%
Roughly half the broad market
National Avg Rent
$10.34
Per SF NNN — up 2.1% YOY
Net Absorption Q1
40.0M SF
Strongest Q1 in 3 years
Small-Bay Under Construction
<1%
Of inventory — severely constrained
Tightest Market
0.72%
Hayden, ID — NAI Black 2026

Industrial Data by Market

Click any market to see vacancy rates, rent comps, submarket data, and trend analysis sourced from the most recent quarterly reports.

Data current as of Q1 2026 · Last refreshed April 27, 2026 · How we source this data
National Vacancy Rate
7.4%
↑ Peaked, now declining
Small-Bay Vacancy
~3.5%
↓ Half the broad market rate
National Avg Rent NNN
$10.34/SF
↑ +2.1% YOY
Q1 2026 Net Absorption
40.0M SF
↑ +52% YOY — strongest Q1 in 3 yrs

Western Market Vacancy Comparison — Q1 2026

Average Asking Rent by Market ($/SF/Yr NNN)

Western U.S. Market Overview

MarketOverall VacancySmall-Bay VacancyAvg Rent NNNTrendStatus
Spokane / Inland NW
3.1%
~2.5%$12–$18/SF↑ Rising rentsExtremely Tight
Hayden / CdA, ID
0.72%
0.72%$14–$18/SF↑ Fully occupiedFully Occupied
Los Angeles
5.3%
~3.0%$14–$18/SF→ StabilizingTight — Infill
Portland
6.1%
~5.0%$11.04/SF↑ 15-yr highSoftening
Boise
8.9%
~6.0%$10–$13/SF→ StabilizingModerate
Seattle / Puget Sound
9.3%
~5.5%$14.67/SF↑ New supplyNormalizing
Salt Lake City
9.1%
~6.5%$9–$12/SF↓ ImprovingImproving
Denver
9.3%
6.1%$11.76/SF→ StabilizingModerate
Reno / Sparks
10.9%
~8.0%$9–$11/SF↓ Improving from peakNormalizing
Phoenix
9.7%
~7.0%$9–$12/SF↓ 3rd consec. declineImproving
Spokane Overall Vacancy
3.1%
↓ Among lowest in western US
Hayden / CdA Vacancy
0.72%
↓ Effectively fully occupied
Small-Bay Rent Range
$12–$18
Per SF NNN — up 30%+ since 2021
Net Absorption
977K SF
↑ Strong demand continues

Spokane Submarket Vacancy Rates — 2026

Small-Bay Rent Growth — Inland NW ($/SF/Yr NNN)

Inland Northwest Submarket Detail — Winter 2026 (Kiemle Hagood / NAI Black)

SubmarketVacancyRent Range NNNProduct TypeStatus
Hayden, ID0.72%$14–$18/SFSmall-Bay IndustrialFully Occupied
Coeur d’Alene, ID2.56%$13–$17/SFSmall-Bay / FlexExtremely Tight
Post Falls, ID~3.0%$12–$16/SFSmall-Bay IndustrialTight
Spokane Valley, WA3.1%$10–$15/SFMixed IndustrialTight
West Spokane, WA4.2%$9–$13/SFLarge-Bay / DistributionModerate
Overall Vacancy
9.3%
↑ Up from 7.9% in Q4 2024
Small-Bay Vacancy
~5.5%
↓ Outperforming broad market
Average Asking Rent
$14.67/SF
Per SF NNN — Lee Associates Q4 2025
Under Construction
3.6M SF
↑ New supply driving vacancy up

Puget Sound Vacancy Trend (2022–Q4 2025)

Submarket Vacancy Comparison

Puget Sound Submarket Detail — Q4 2025 (Lee & Associates)

SubmarketVacancyRent NNNTrendStatus
South Seattle / SODO7.2%$16–$22/SF→ StableModerate
Kent Valley10.1%$13–$17/SF↑ New supplySoftening
Eastside (Bellevue/Redmond)6.8%$18–$26/SF→ StableModerate
Tacoma / Pierce County11.2%$11–$15/SF↑ ElevatedElevated
Snohomish County8.4%$13–$17/SF→ StabilizingModerate
Overall Vacancy
6.1%
↑ 15-year high — Kidder Q4 2025
Availability Rate
10.1%
↑ Record sublease inventory
Average Asking Rent
$11.04/SF
Per SF NNN — Cushman Q1 2026
New Deliveries Rent
$12+/SF
New product holding above $1.00/SF/mo

Portland Vacancy Trend (2022–Q1 2026)

Submarket Vacancy Comparison

Portland Metro Submarket Detail — Q4 2025 (Cushman & Wakefield)

SubmarketVacancyRent NNNTrendStatus
Airport Way / Columbia Corridor5.8%$11–$14/SF↑ RisingModerate
Swan Island / North Portland4.9%$13–$17/SF→ StableModerate
Tualatin Valley / Hillsboro7.2%$10–$13/SF↑ New supplyElevated
Clackamas / SE Portland6.3%$10–$13/SF↑ SubleaseSoftening
Vancouver, WA5.1%$11–$14/SF→ StableModerate
Overall Vacancy
8.9%
↑ Spec supply driving increase
Q4 Net Absorption
+340K SF
↑ Rebounded positive in Q4
Avg Rent Range NNN
$10–$13/SF
↑ Trending upward
Small-Bay Vacancy
~6.0%
↓ Outperforming large-format

Boise Metro Vacancy Trend (2022–Q4 2025)

Submarket Vacancy Comparison

Treasure Valley Submarket Detail — Q4 2025 (Colliers)

SubmarketVacancyRent NNNTrendStatus
Boise / Garden City7.8%$11–$14/SF→ StabilizingModerate
Nampa / Caldwell9.4%$9–$12/SF↑ New spec supplySoftening
Meridian / Eagle8.1%$11–$14/SF→ StableModerate
Kuna / SW Boise10.2%$8–$11/SF↑ ElevatedElevated
Overall Vacancy
9.1%
↓ Down slightly from Q3 2025
Q4 Net Absorption
+600K SF
↑ Positive demand signal
Avg Rent Range NNN
$9–$12/SF
Stable — moderate growth
Market Trend
Improving
↓ Vacancy peaked in Q3 2025

Salt Lake City Vacancy Trend (2022–Q4 2025)

Submarket Vacancy Comparison

Wasatch Front Submarket Detail — Q4 2025 (Colliers / JLL)

SubmarketVacancyRent NNNTrendStatus
Salt Lake City / Airport8.4%$10–$13/SF→ StableModerate
West Valley / Magna9.8%$9–$12/SF↓ ImprovingImproving
South Valley (Sandy/Draper)7.9%$11–$14/SF→ StableModerate
Provo / Utah Valley10.1%$8–$11/SF↓ ImprovingImproving
Ogden / Weber County9.3%$8–$11/SF→ StableModerate
Overall Vacancy
9.3%
↑ Up from 7.1% in 2024
Small-Bay Vacancy
6.1%
↓ Outperforming large-format
Average Asking Rent
$11.76/SF
Per SF NNN — Colliers Q4 2025
2025 Net Absorption
2.1M SF
↑ Positive full-year absorption

Denver Metro Vacancy Trend (2022–Q4 2025)

Submarket Vacancy Comparison

Denver Metro Submarket Detail — Q4 2025 (Colliers)

SubmarketVacancyRent NNNTrendStatus
Denver / Commerce City8.1%$12–$15/SF→ StableModerate
Aurora / DIA Corridor10.4%$10–$13/SF↑ New supplyElevated
Northwest Denver (Broomfield)8.7%$12–$16/SF→ StableModerate
Southwest Denver (Englewood)7.2%$12–$15/SF↓ ImprovingImproving
Boulder / Longmont6.8%$14–$18/SF→ StableModerate
Overall Vacancy
9.7%
↓ 3rd consecutive quarterly decline
Q4 Net Absorption
6.9M SF
↑ Up 157% QOQ — Cushman Q4 2025
Rent Growth 2025
+1.2%
Limited near-term pricing momentum
Small-Bay Vacancy
~7.0%
↓ Outperforming large-format

Phoenix Metro Vacancy Trend (2022–Q4 2025)

Submarket Vacancy Comparison

Greater Phoenix Submarket Detail — Q4 2025 (Cushman & Wakefield)

SubmarketVacancyRent NNNTrendStatus
Southwest Valley (Goodyear/Avondale)12.1%$9–$12/SF↓ ImprovingElevated
Tempe / Chandler7.4%$11–$15/SF→ StableModerate
North Phoenix / Deer Valley8.9%$10–$13/SF↓ ImprovingImproving
Mesa / Gilbert8.2%$11–$14/SF→ StableModerate
Scottsdale / East Valley6.8%$13–$17/SF→ StableModerate
LA Overall Vacancy
5.3%
↑ Normalizing from historic lows
Inland Empire Vacancy
8.1%
↑ Colliers Q1 2026
Avg Asking Rent
$14–$18/SF
Per SF NNN — highest in western US
Small-Bay Vacancy
~3.0%
↓ Infill markets near pre-pandemic

LA / Inland Empire Vacancy Trend (2022–Q4 2025)

Submarket Vacancy Comparison

Southern California Submarket Detail — Q4 2025 (Colliers / Cushman & Wakefield)

SubmarketVacancyRent NNNTrendStatus
LA Infill / Vernon3.1%$18–$24/SF→ StableTight
South Bay (Torrance/Carson)4.8%$16–$20/SF→ StableTight
San Gabriel Valley5.9%$14–$18/SF↑ Slight riseModerate
Inland Empire West (Ontario)7.4%$12–$16/SF↑ New supplyModerate
Inland Empire East (Riverside)9.2%$10–$14/SF↑ ElevatedElevated
Overall Vacancy
10.1%
↑ Correction leveling off
Small-Bay Vacancy
~4.8%
Outperforming overall
Avg Asking Rent
$8.40/SF/yr NNN
+1.5% YoY
Market Condition
Tightening
Record Q1 leasing activity

DFW Submarket Detail — Q1 2026 (CBRE / Cushman & Wakefield)

SubmarketTypeVacancyTrendStatus
Turnpike / W. LonestarSmall-Bay (<15K SF)<2.0%↓ TighteningExtremely Tight
Infill DFW (<50K SF)Flex / Small Industrial~4.8%→ StableTight
North Dallas / PlanoFlex / Light Industrial~7.2%→ StableOpportunity
Big-Box Logistics (>500K SF)Large Format15.0%↑ RisingSoftening

Broker Intelligence — Dallas–Fort Worth

DFW posted record Q1 leasing activity with 4.1M SF of net absorption. Small-bay under 50K SF tells a completely different story from the bulk market — infill corridors near the Turnpike remain below 2% availability. Asking rents at $8.40/SF NNN are rising steadily. DFW added 239M SF of new industrial since 2020, nearly all large-format — small-bay inventory barely grew.

Sources: CBRE Q1 2026 DFW Industrial · Cushman & Wakefield Q1 2026 DFW MarketBeat · Colliers Q1 2026

Overall Vacancy
4.91%
↓ Tightening
Small-Bay Vacancy
~2.5%
Near historic low
Avg Asking Rent
$9.03/SF/yr NNN
+5.2% YoY — strongest of 11 markets
Market Condition
Tight
O’Hare corridor near zero

Chicago Submarket Detail — Q1 2026 (Cushman & Wakefield / CBRE)

SubmarketTypeVacancyTrendStatus
O’Hare / Elk Grove / N. CookSmall-Bay / Flex<3.0%↓ TighteningExtremely Tight
Chicago Infill (City)Urban Small-Bay / Flex~3.5%→ StableVery Tight
I-55 / Southwest SuburbsIndustrial / Distribution5.5%→ StableTight
Large-Bay (500K+ SF)Big-Box Logistics7–8%↑ RisingSoftening

Broker Intelligence — Chicago Metro

Chicago leads all 11 tracked markets in rent growth at +5.2% YoY. Small-bay vacancy has stayed below 4% for five consecutive years in core submarkets. The O’Hare/Elk Grove/North Cook corridor is one of the tightest industrial corridors in the nation — essentially no land available for new small-bay development. Overall vacancy at 4.91% is the second tightest market in the dataset behind only Spokane/Inland Northwest.

Sources: Cushman & Wakefield Q1 2026 Chicago MarketBeat · CBRE Q1 2026 Chicago Industrial · Colliers Q1 2026

Overall Vacancy
8.1%
↓ Recovering
Small-Bay Vacancy
~4.2%
vs. 8.1% overall
Avg Asking Rent
$7.68/SF/yr NNN
+2.3% YoY
Market Condition
Recovering
Bulk demand returning

Atlanta Submarket Detail — Q1 2026 (Cushman & Wakefield / CBRE)

SubmarketTypeVacancyTrendStatus
Atlanta Infill (<100K SF)Small-Bay / Flex~4.2%→ StableTight
I-85 / Northeast CorridorLight Industrial / Flex~4.5%→ StableTight
I-20 / South AtlantaIndustrial / Distribution~6.5%→ StableOpportunity
Distribution Centers (>700K SF)Big-Box Logistics9.0%↑ RisingSoftening

Broker Intelligence — Atlanta Metro

Atlanta posted 3.8M SF of net absorption in Q1 2026 — its strongest first quarter in four years. Buildings under 50,000 SF continue to drive leasing activity while bulk logistics product sees elevated vacancy. Small-bay rents at $7.68/SF NNN represent strong value compared to coastal markets. Georgia’s port infrastructure and I-85/I-20 network supports small importers, e-commerce operators, and light manufacturers.

Sources: Cushman & Wakefield Q1 2026 Atlanta MarketBeat · CBRE Q1 2026 Atlanta Industrial · Colliers Q1 2026

Commercial Real Estate Is Outperforming Every Other Asset Class

Across every western U.S. market, spaces under 10,000 SF are consistently posting vacancy rates roughly half those of large-format industrial. Less than 1% of commercial inventory is currently under construction — compared to over 3% for large-format — creating a structural supply constraint that is driving rent growth and investor returns.

This is not a local phenomenon. From Los Angeles infill to the Inland Northwest, the same pattern holds: commercial industrial is the tightest, most liquid, and fastest-appreciating segment of the industrial market.

“What stands out right now is not just demand, but where liquidity is actually returning first. We’re seeing capital re-engage most decisively in small-bay industrial because the fundamentals are easier to underwrite and the income story is clearer.”

— Brian Malliet, CIO, BKM Capital Partners — Q4 2025 Market Update
<1%
Of commercial inventory currently under construction nationally
½
Commercial vacancy is roughly half the broad industrial market rate
17–21%
Average leasing spreads in BKM’s small-bay portfolio — Q4 2025
Price appreciation for buildings under 100K SF vs. large-format YOY

The Market Is Turning

National vacancy peaked in late 2025 and is now declining. Net absorption hit its strongest Q1 in three years. The cycle is resetting in favor of landlords and investors.

How We Source This Data

Every data point on this page is sourced from published quarterly reports from the leading commercial real estate research firms.

01

Institutional Research Reports

Cushman & Wakefield, JLL, Colliers, Lee & Associates, and Savills publish quarterly market reports covering vacancy, absorption, and rent data for every major U.S. market.

02

Regional Brokerage Data

Kiemle Hagood (Spokane) and NAI Black (Coeur d’Alene) publish quarterly reports covering the Inland Northwest with submarket-level detail unavailable from national sources.

03

Industrix Platform Data

Active listing data from the Industrix platform provides real-time small-bay vacancy and rent signals for the markets where we have active listings — updated continuously.

04

Update Frequency

Market data is updated quarterly following the publication of institutional reports. Platform data is updated in real time. All data is labeled with its source and publication date.

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