Nareit's REIT Report Podcast Prologis Sees Greater Focus on Supply Chain Adaptability in 2026
Jan 22, 2026
Melinda McLaughlin, Global Head of Research at Prologis, brings expertise on supply chain trends and logistics real estate. She discusses which international markets may outperform, e-commerce’s role in leasing and last-mile demand, rising on-site power needs from automation, defense-related real estate trends, trucking capacity pressures, and why adaptable supply chains will shape 2026.
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Shift From Waiting To Adaptability
- Companies moved off the sidelines in late 2025 despite unclear trade and economic signals.
- Supply chains must be built for adaptability rather than perfect information, Melinda McLaughlin says.
Divergent Strengths Across Global Markets
- Europe, Brazil and India show distinct international strengths driven by tight supply, rent growth, and demographic demand respectively.
- Regulatory and land constraints make Europe one of the tightest global markets into 2026.
U.S. Market Recalibration
- U.S. coastal gateway markets corrected after pandemic booms while inland regional hubs grew.
- Rent resets and clearer trade expectations are refocusing demand balance between coastal and inland hubs.