Managing Director, Head of North American Industrial Research at Newmark. Film Instructor on the side. Fascinated by big beige boxes.
Miami, FL
Joined April 2009
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Lisa DeNight retweeted
Logistics providers including FedEx and UPS are racing to keep up with healthcare boom as GLP-1s highlight need for cold storage cnb.cx/4x25jls
Lisa DeNight retweeted
Explored in a @Bloomberg interview and our research report, #Newmark's Lisa DeNight emphasizes how data centers and AI are reshaping industrial real estate.
Watch it now! ➡️ nmrk.re/4dDLxWE
Read Newmark’s 2026 U.S. Data Center Market Outlook ➡️ nmrk.re/4fjEy6q
Lisa DeNight retweeted
Explore how the pandemic, tariffs and fuel shocks continue to reshape supply chains and demand with #Newmark's latest report: Shocks to the System: Market Durability Is the New Lens for U.S. Industrial Amid Permanent Volatility.
Read it now ➡️ nmrk.re/487khN1
#CRE
Lisa DeNight retweeted
GOLDMAN: “.. we now expect the drag on growth from higher oil prices to roughly offset the boost to growth from the 2025 fiscal bill.”
#OBBBA
It was a delight to discuss all things industrial with my @Newmark colleague Sergio Perez on his podcast. youtu.be/zBCBzz_O1II?si=nUDO…
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Lisa DeNight retweeted
Someone in the comments to the Dallas Fed Manufacturing Survey decided to get poetic
Lisa DeNight retweeted
From this morning's WSJ Logistics email - 4.4 million man-hours required under the current system to refund each of 53 million entries by more than 330,000 importers for IEEPA tariff payments, according to U.S. Customs and Border Protection
Lisa DeNight retweeted
The Supreme Court on Friday struck down a huge chunk of President Donald Trump's far-reaching tariff agenda.
The law that undergirds those import duties "does not authorize the President to impose tariffs," the majority ruled.
Full details: cnb.cx/4kVQyvF
Lisa DeNight retweeted
Appearing on ‘The Exchange’ with @CNBC, #Newmark's Lisa DeNight emphasized that industrial leasing presents a tailwind to AI buildout as she takes a sharp look at the rise of 3rd party logistics and the end of de minimis loophole.
Watch the video here: nmrk.re/4mV6IFN
Lisa DeNight retweeted
I know this might sound crazy, but hear me out. Raising tariffs on imports by a mid-teens percent will significantly increase the cost of raw materials and product components, driving producer prices higher.
This will lead to increased product and services price inflation due to the elevated costs, raising the risk of stagflation.
Lisa DeNight retweeted
My plan to revive American manufacturing is to: raise the price of inputs like steel, aluminum & copper; create shortages of rare earths; invite retaliatory tariffs; cut R&D; raise borrowing costs by blowing out the budget; and to cover it all in a thick cloud of uncertainty.
Lisa DeNight retweeted
The heroes at the Yale Budget Lab are calculating tariff faster than Trump can change them.
Right now the tariff rate is up +15.6 %-pts to 18 percent, roughly ten times that of other industrialized nations, and the highest since 1934.
budgetlab.yale.edu/research/…
Amazon projected to ship more than USPS by 2028: Pitney Bowes supplychaindive.com/news/ama… via @SupplyChainDive
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Lisa DeNight retweeted
There are signs that shipping companies are shying away from the Strait of Hormuz. Great interview with JOC's Peter Tirschwell who discusses the potential disruption to global shipping as a result of escalating conflict between Israel and Iran. cnbc.com/video/2025/06/16/si…
Lisa DeNight retweeted
This will be interesting to watch - A class-action lawsuit against Costco has been filed, claiming the company misled customers by advertising “free shipping” online while quietly embedding shipping costs into product prices. kiro7.com/news/local/costco-…
E-commerce continues to evolve in such interesting ways... wsj.com/articles/walmart-is-…
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Lisa DeNight retweeted
Lisa DeNight has been promoted to Managing Director, Head of North American Industrial Research, driving the strategy and elevation of the sector’s research offering for a more comprehensive perspective on the industrial dynamics shaping North America. nmrk.re/4irIGzc
Lisa DeNight retweeted
In the 3 weeks since the tariffs took effect, ocean container bookings from China to the United States are down over 60% industry wide. 🧵
Lisa DeNight retweeted
$AA Alcoa CEO: "...the administration has asked us, are we likely to reshore aluminum production in the United States? We make decisions around aluminum production that are a horizon of 20 to 40 years. We would not be making an investment in the United SS based on a tariff structure that could be in place for a much shorter period of time"