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AQUI: Cross-Border Trade Hits $87B and Pulls Plants South

Cross-Border Trade Hits $87B and Pulls Plants South
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Photo via Freightwaves

The Context

Cross-border trade is no longer only volume moving north. Dohler’s $64 million plant and an $8.8 million Otay Mesa industrial sale show manufacturers and landlords repricing the border as durable infrastructure rather than a temporary tariff hedge.

The Takeaway

  • Cross-border trade at $87 billion a month is a permanent supply base, not a seasonal detour.
  • Industrial space near Otay Mesa is being bid up well before new capacity gets announced.
  • Lock in border warehousing now, because that $8.8 million comparable resets your next lease.

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Source: Freightwaves

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