Across California, the industrial sector is moving in a positive direction, with demand growing faster than supply in both Northern and Southern California. Even tariffs or the threat of tariffs have not dampened enthusiasm, according to Michael Longo, senior vice president at CBRE. Allen Matkins Partner, Spencer B. Kallick sat down with Michael to discuss trends in the industrial sector.

The recently published Summer 2025 Survey indicates that multifamily sentiment continues to be on a positive trajectory, and developers are looking more seriously at redeveloping office space into multifamily units. Yet, California's housing shortage is an inescapable reality for many residents. Shawn Gehle, co-founder and principal of architecture firm Office Untitled, talks through the opportunities and the latest trends in the sector with Allen Matkins Partner Spencer B. Kallick.

Based on our Winter 2025 survey data, the industrial development pipeline in Northern California was projected to show a notable uptick in 2025, highlighting continued strength in the sector, particularly for last-mile delivery and AI-driven facilities. Scott Sowanick of Stream Realty Partners joins Spencer B. Kallick for a conversation about the state of play in the industrial sector.