The Great Realignment: How New Jersey industrial tenant composition has changed post-pandemic
New Jersey Industrial Tenant Composition Pre vs. Post-Pandemic
Tenant Composition Pre-Pandemic and Post-Pandemic
- Logistics out in front: Parcel-delivery and fulfillment users expanded by 11.7 msf and now capture 35% of industrial square footage, up six percentage points since 2019.
- Steady growth for tech and food: Automation, cold-chain and on-site production lifted both segments by roughly one percentage point of share and 4.5 msf combined.
- Discretionary pullback: Consumer-durable manufacturers shed 4.2 msf (down to a 3 percent share) while traditional retailers trimmed 2.8 msf as omnichannel models shift inventory toward third-party logistics.
- Supply-chain resilience is the theme: Post-pandemic demand is concentrated in sectors supporting e-commerce and essential goods, a trend likely to persist through 2026.
August 8, 2025
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US-NJ-NJ New Jersey