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May 25, 2026
Research

Supply, not AI: Why the small-bay thesis still holds-and what could change it

Infill demand sits outside the bulk supply overhang and the AI-driven changes most likely to reshape large warehouses — and we outline the horizon risks that bear watching
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May 26, 2026
Blog

Part 4: The Driverless Truck Is a Big-Box Story

Exploring whether the rapid rise of AI is materially changing industrial real estate demand across major US markets.
Faropoint Research
Company Growth
2026-05-26
May 26, 2026
Blog

Part 3: AI Concentrates Growth. Faropoint’s Metros Are Where It’s Going

Exploring whether the rapid rise of AI is materially changing industrial real estate demand across major US markets.
Faropoint Research
Development
2026-05-26
May 26, 2026
Blog

Part 2: Why Warehouse Robots Skip the Small Bay

Exploring whether the rapid rise of AI is materially changing industrial real estate demand across major US markets.
Faropoint Research
Company Growth
2026-05-26
May 23, 2026
Blog

Part 1: We Looked for an AI Shock in 46 Metros. It Wasn't There.

Exploring whether the rapid rise of AI is materially changing industrial real estate demand across major US markets.
Faropoint Research
Company Growth
2026-05-23

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