The US is undergoing a manufacturing revival driven by geopolitical shifts, supply chain challenges, and technological advances. Policies and strategies such as the CHIPS Act and nearshoring to North America are fueling investment in domestic and regional manufacturing, creating significant demand for industrial real estate. Although policy shifts, such as additional tariffs and immigration restrictions, could alter the landscape, on balance, Affinius Capital expects the reconfiguring of supply chains to offer compelling opportunities to US logistics investors.