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Hello everyone! My name is Tatyana Klimenko, and I'm the CEO and lead broker at KNRU.

For the past two years, warehouses have been the best asset in the commercial real estate market: record investments, almost no vacant space, and the reliability of this investment was discussed at every industry conference. But in the summer of 2026, everything changed in a matter of weeks.

If you're investing in commercial real estate or considering it, watch this video before making a decision on the segment.

Why did investors choose warehouses over apartments, and what returns did they provide? How much does building a warehouse cost compared to an office, and how long does it take to complete a turnkey project? And why did the same low cost that made this asset affordable backfire on the owners?

I'll explore how the building itself is constructed: what a Class A warehouse is made of, what determines its fire safety, and what scenario all fire extinguishing systems are initially designed for.

And more about money: who is responsible for burned goods, what changed in marketplace offers this summer, and why insurance doesn't cover everything. Plus, loss ratio figures that are currently shaking the insurance market.

Watch to the end—I'll show you what's happened to rates and vacancy rates in just six months, who now dictates market conditions, and how the main tenant has changed its strategy.

📌 Subscribe to the channel—here we discuss the real estate market, investments, and real strategies for preserving and increasing capital.

✍️ Tell us in the comments if you or someone you know has ever lost inventory in someone else's warehouse and how it ended.

#movementinrealestate #warehouses #commercialrealestate #investments #realestateinvestments #marketplaces #insurance #logistics #business #economics

00:00 — What happened to the warehouse market?
01:21 — Why did investors move into this segment?
02:50 — How does a Class A warehouse work?
04:06 — The paradox of cheap construction
04:29 — Why did the income seem predictable?
05:44 — This summer's events
06:44 — Who is responsible for the lost inventory?
08:03 — What's happening with insurance?
10:04 — Rates and vacancy today
11:24 — How has the tenant strategy changed?
1:17 PM — What's next for the market?
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