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Sacramento Industrial Market Report

2nd Quarter 2026

Posted In — Market Research | Market Report

The following reflects Sacramento industrial market conditions as of 2Q 2026.

MARKET DRIVERS

Sacramento’s industrial vacancy rate held largely steady in the second quarter, coming in at 6.5% marketwide. Although this remains above the year-ago level, the market is stabilizing as space delivered in recent quarters is absorbed and new construction activity slows. Total availability climbed to 10.2%, giving tenants a wider range of options and pushing landlords to compete more actively for occupancy. With the development pipeline continuing to shrink, supply-side pressure on the market is expected to ease in the coming quarters.

Average asking lease rates edged down to $0.79 per square foot NNN as landlords adjusted pricing to attract tenants, though rents remain well above pre-pandemic levels. Leasing activity topped 2.2 million square feet for the quarter, driven by several large requirements concentrated in the region’s primary distribution corridors, which helped support positive net absorption. Sales activity slowed from last year’s pace as elevated borrowing costs continued to weigh on investment decisions, though Sacramento’s strategic location, relatively affordable pricing, and long-term distribution fundamentals continue to draw investor interest.

ECONOMIC REVIEW

The Sacramento-Roseville-Folsom MSA unemployment rate registered 4.2% in May 2026, improving from a revised 4.5% in April 2026 and below the year-ago rate of 4.4%. By comparison, unemployment stood at 4.7% statewide and 4.1% nationally over the same period.

Employment conditions across the region have stabilized, with continued strength in the trade, transportation, and utilities sectors supporting local logistics demand. Industrial demand in Sacramento continues to be driven primarily by regional distribution activity, tenant optimization strategies, and the market’s strategic position serving Northern California.

NEAR-TERM OUTLOOK

Sacramento’s industrial market is expected to continue stabilizing as vacancy levels off and new construction slows further. Elevated availability is likely to keep competition among landlords high and limit rent growth, but steady leasing activity and positive net absorption should continue to support market fundamentals through the remainder of the year. The market’s strategic position within Northern California’s distribution network continues to position Sacramento well for long-term growth.

Investor activity is expected to remain selective as financing costs continue to shape acquisition decisions, though Sacramento’s relatively affordable pricing, improving capital markets conditions, and established logistics base should continue to draw interest from both private and institutional investors.

Frequently Asked Questions

What is the industrial vacancy rate in Sacramento in Q2 2026?

Sacramento’s direct industrial vacancy rate was 6.5% in Q2 2026, according to Kidder Mathews research. This is up 80 basis points from 5.7% a year earlier, though it held roughly steady compared to 6.6% in the first quarter of 2026. Total availability, which includes sublease and future vacant space, was higher at 10.2%.

What is the total availability rate for Sacramento industrial space in Q2 2026?

Total availability in the Sacramento industrial market reached 10.2% in Q2 2026, up from 9.7% in the first quarter and 8.5% a year earlier, according to Kidder Mathews research. The increase gives tenants more leasing options while creating a more competitive environment for landlords. As the construction pipeline continues to shrink, supply-side pressure is expected to ease in the coming quarters.

What are average asking industrial lease rates in Sacramento?

Average asking industrial lease rates in Sacramento were $0.79 per square foot NNN per month in Q2 2026, down from $0.82 in the first quarter and 2.5% lower than the $0.81 recorded a year earlier, according to Kidder Mathews research. Rates vary significantly by submarket, ranging from $0.59 NNN in Auburn/Newcastle to $1.21 NNN in Folsom/El Dorado. Despite the recent softening, rents remain well above pre-pandemic levels.

How much industrial leasing activity occurred in Sacramento in Q2 2026?

Industrial leasing activity in Sacramento totaled 2,254,077 square feet in Q2 2026, according to Kidder Mathews research. Year-to-date leasing reached 3,825,249 square feet, up 8.5% from 3,517,394 square feet during the same period in 2025. Activity was driven by a handful of large requirements concentrated in the market’s primary distribution corridors.

What is net absorption in the Sacramento industrial market?

Net absorption measures the change in occupied industrial space over a given period, and it was positive in Sacramento during Q2 2026, at 130,029 square feet, according to Kidder Mathews research. Year-to-date net absorption reached 137,118 square feet, more than four times the 30,718 square feet recorded during the first half of 2025. Positive absorption indicates tenants are occupying more space than they are vacating, which supports market stabilization.

Is there new industrial construction underway in Sacramento?

Yes, though no new industrial space was delivered in Sacramento during Q2 2026, according to Kidder Mathews research. Active projects include a 663,390-square-foot Costco warehouse at Metro Air Parkway in the Natomas/Northgate submarket, developed by Buzz Oates and slated for delivery in the fourth quarter of 2027, along with a 180,956-square-foot Buzz Oates project at 10050 Waterman Road in Elk Grove/Laguna expected in the third quarter of 2026. A shrinking construction pipeline is expected to ease supply-side pressure over the coming quarters.

What was the largest industrial sale in Sacramento in Q2 2026?

The largest industrial sale in Sacramento during Q2 2026 was 3575 Business Dr in the Power Inn submarket, an 81,907-square-foot property that sold for $41,000,000, or $500.57 per square foot, according to Kidder Mathews research. Boyd Watterson Global purchased the property from Jackson Properties, Inc. Overall sales volume totaled 1,273,350 square feet for the quarter, down 8.2% year-to-date compared to 2025.

What was the largest industrial lease signed in Sacramento in Q2 2026?

The largest industrial lease signed in Sacramento during Q2 2026 was a 240,000-square-foot transaction at 4700-4940 Lang Ave in the McClellan submarket, according to Kidder Mathews research. Villara leased the space from McClellan Park, LLC in June 2026. Other significant leases included Redwood Beverage Group’s 236,716-square-foot lease at 3525 Carlin Dr in West Sacramento.

Which Sacramento submarket has the lowest industrial vacancy rate?

East Sacramento posted the lowest industrial vacancy rate in Q2 2026 at 0.0%, though the submarket is relatively small at just 517,688 square feet of total inventory, according to Kidder Mathews research. Among larger submarkets, McClellan (3.6%) and Marysville/Yuba City (3.8%) posted the lowest direct vacancy rates. South Sacramento had the highest vacancy rate in the market, at 25.0%.

What is the outlook for the Sacramento industrial market?

Sacramento’s industrial market is expected to continue stabilizing through the remainder of 2026 as vacancy levels off and new construction slows, according to Kidder Mathews research. Elevated availability is likely to keep competition among landlords high and limit rent growth, though steady leasing activity and positive net absorption should support market fundamentals. Sacramento’s strategic position within Northern California’s distribution network is expected to continue supporting long-term demand.

Last updated: 2Q 2026. Data source: CoStar, Kidder Mathews, Bureau of Labor Statistics. Compiled by the Kidder Mathews Research Group.

2Q 2026 Sacramento Industrial Market: Key Data Points

Explore our full Sacramento industrial market review for deeper insights into leasing trends, sale activity, and submarket performance.

  • Vacancy Rates Remain Stable: Sacramento’s direct industrial vacancy rate measured 6.5% in Q2 2026, largely unchanged from the previous quarter as the market continues to absorb recently delivered space.
  • Leasing Activity Continues to Grow: Industrial leasing totaled 3.8M SF year-to-date, up 8.5% from the same period last year, reflecting steady tenant demand across the region.
  • Positive Net Absorption Persists: Net absorption reached 137K SF year-to-date, more than four times the level recorded during the first half of 2025, supporting continued market stabilization.
  • Availability Increases as Options Expand: The total availability rate rose to 10.2%, providing tenants with more leasing choices while creating a more competitive environment for landlords.
  • Asking Rents Moderate Slightly: Average asking rents declined to $0.79 PSF NNN per month, down 2.4% year-over-year as landlords remain competitive to attract occupancy.
  • Limited New Supply Supports Fundamentals: No new industrial deliveries were completed during the quarter, while a shrinking construction pipeline is expected to ease future supply pressures.

Submarket Statistics
Sacramento Industrial Submarket Statistics 2Q26: Auburn/Newcastle, Davis/Woodland, Downtown, East Sacramento, Elk Grove/Laguna, Folsom/El Dorado, Marysville/Yuba City, Mather, McClellan, Natomas/Northgate, NE Sacramento, Power Inn, Richards, Roseville/Rocklin, South Sacramento, Sunrise, West Sacramento
Submarket Total Inventory (SF) Direct Vacancy Rate Total Vacancy Rate Total Available Rate 2Q26 Direct Net Absorption (SF) YTD Direct Net Absorption (SF) 2Q26 Leasing Activity (SF) Average Direct Rental Rate (NNN)
Auburn/Newcastle 2,794,667 6.5% 6.5% 8.4% 34,061 13,480 28,055 $0.59
Davis/Woodland 17,104,984 4.0% 4.8% 10.9% -45,017 269,699 121,188 $0.61
Downtown 2,326,636 5.1% 5.1% 5.6% -11,326 -24,546 0 $0.90
East Sacramento 517,688 0.0% 0.0% 0.0% 1,550 1,550 0 $1.20
Elk Grove/Laguna 7,143,933 5.2% 5.2% 8.9% -58,861 -38,302 6,868 $1.03
Folsom/El Dorado 5,187,771 5.4% 5.6% 8.1% 61,348 53,286 70,484 $1.21
Marysville/Yuba City 7,297,422 3.8% 4.7% 9.7% -21,860 27,415 26,533 $0.74
Mather 5,400,736 10.3% 10.3% 13.3% -97,087 -159,065 21,723 $0.82
McClellan 17,494,179 3.6% 4.4% 6.6% 137,174 19,866 294,904 $0.71
Natomas/Northgate 23,954,912 9.0% 11.0% 12.1% 254,422 301,780 213,126 $0.81
NE Sacramento 6,222,860 5.0% 5.1% 6.6% -5,577 47,797 24,006 $0.87
Power Inn 27,202,440 4.9% 5.1% 9.0% 53,435 -54,707 321,774 $0.83
Richards 4,027,165 5.3% 6.0% 5.8% -21,070 2,249 10,464 $0.81
Roseville/Rocklin 19,688,820 5.0% 7.9% 10.9% -61,004 -56,634 92,737 $1.06
South Sacramento 3,344,847 25.0% 26.3% 12.1% 1,477 -33,827 9,520 $1.02
Sunrise 13,502,114 4.3% 4.5% 6.9% 17,301 67,604 414,133 $0.94
West Sacramento 24,037,675 11.0% 11.5% 15.6% -108,937 -300,527 598,562 $0.79
Sacramento Total 187,248,849 6.5% 7.4% 10.2% 130,029 137,118 2,254,077 $0.79

Sacramento Industrial 2Q26 — Breakdown by Property Type: General Industrial, Warehouse & Distribution, Flex
Property Type Total Inventory (SF) Direct Vacancy Rate Total Vacancy Rate Total Available Rate 2Q26 Direct Net Absorption (SF) YTD Direct Net Absorption (SF) 2Q26 Leasing Activity (SF) Average Direct Rental Rate (NNN)
General Industrial 28,508,861 6.8% 8.5% 11.0% 140,604 -72,505 577,727 $0.77
Warehouse & Distribution 138,356,830 6.3% 7.0% 9.6% 21,484 325,224 1,504,925 $0.74
Flex 19,390,524 7.8% 8.4% 11.0% -32,059 -98,947 171,425 $1.06

Data as of 2Q 2026. Source: CoStar, Kidder Mathews, Bureau of Labor Statistics. Prepared by the Kidder Mathews Research Group.

Significant Sale Transactions 2Q 2026
Sacramento Industrial Significant Sale Transactions 2Q 2026: property, submarket, SF, sale price, $/SF, buyer, seller
Property Submarket SF Sale Price $/SF Buyer Seller
3575 Business Dr Power Inn 81,907 $41,000,000 $500.57 Boyd Watterson Global Jackson Properties, Inc.
550 N Pioneer Ave Davis/Woodland 319,800 $28,500,000 $89.12 Cranbrook Group, Inc. Link Logistics Real Estate
500 Sequoia Pacific Blvd Richards 102,000 $14,000,000 $137.25 Telstar Instruments Vida Anello Living Trust
4300 & 4339 Jetway Ct McClellan 107,908 $10,800,000 $100.09 Crosspoint Tyrone Ventures Steelet Corporation
Sunrise Business Center Sunrise 59,400 $7,500,000 $126.26 SBC Investors Oracle Properties Dev., Inc.
Significant Lease Transactions 2Q 2026
Sacramento Industrial Significant Lease Transactions 2Q 2026: property, submarket, SF, transaction date, landlord, tenant
Property Submarket SF Transaction Date Landlord Tenant
4700-4940 Lang Ave McClellan 240,000 June 2026 McClellan Park, LLC Villara
3525 Carlin Dr West Sacramento 236,716 May 2026 STAG Industrial, Inc. Redwood Beverage Group
7180 Badiee Dr Natomas/Northgate 182,088 July 2026 BGO Peak Energy
3045 Mulvaney Pl West Sacramento 131,587 June 2026 West Sac Partners SJ Distributors, LLC
8301 Belvedere Ave Power Inn 116,571 April 2026 Dalfen Industrial L&U Granite
Significant Under Construction
Sacramento Industrial Significant Under Construction 2Q 2026: property, submarket, SF, owner, delivery
Property Submarket SF Owner Delivery
Metro Air Pkwy – Costco Warehouse Natomas/Northgate 663,390 Buzz Oates 4Q 2027
10050 Waterman Rd Elk Grove/Laguna 180,956 Buzz Oates 3Q 2026
2408 Ak St McClellan 150,000 Prime Data Centers 3Q 2028

Data as of 2Q 2026. Source: CoStar, Kidder Mathews, Bureau of Labor Statistics. Prepared by the Kidder Mathews Research Group.

 


Contact

GARY BARAGONA
Vice President, Research
gary.baragona@kidder.com
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