GeoPackage or shapefileNew sheds, logged each quarter, before the filing.
A change layer of new large-format warehouses and yard extensions in your region, read from high-res imagery.
Spec
- GSD
- 0.5–2 m (High)
- Cadence
- Quarterly
- Platform
- High-res satellite
- Spectral
- RGB
- Detects
- New and expanded large-format footprints
- Delivery unit
- One region per project
- Format
- GeoPackage or shapefile, plus CSV
01
The files
- File
Change layer
- Format
- What's in it
- Polygons for each new or expanded large-format footprint found since the last pass, one layer per region per quarter. Each polygon is tagged new building or yard extension. Opens in ArcGIS or QGIS next to your supply tracker's own layer.
- Cadence
- Each quarterly pass
- File
Footprint area
- Format
CSV- What's in it
- One row per detected shed or extension: ID, footprint area in square feet and the quarter it first showed. Paste it into the tracker as a new tab.
- Cadence
- Each quarterly pass
- File
Review overlays
- Format
PNG- What's in it
- An image for each new site with the detected outline drawn over the imagery, so you can check it by eye before it goes in the tracker.
- Cadence
- Each quarterly pass
- File
Quarter-over-quarter record
- Format
Same layer, kept- What's in it
- Each pass is compared with the baseline from the one before. A yard extension shows against the building it grew from, and a site that was graded last quarter shows when the building goes up.
- Cadence
- Across passes
02
How it works
01In
Set the region
Send a boundary for the market or submarket, as a
shapefile,GeoJSONor a drawn area. Tell us the footprint size you care about.02Pass
Quarterly pass
We pull the high-res pass for the region and compare it with the previous baseline.
03Detect
Detect change
New and expanded large footprints are outlined against that baseline, and the area of each is measured.
04Out
Delivery
The layer, the
CSVand the overlays land after each quarterly pass. The first pass sets the baseline, so the first change layer comes with the second.
03
Limits
- Condition
- L1
Size threshold
- Effect on the output
- At 0.5–2 m, a pixel is big next to a loading dock door or a single trailer. Large-format sheds and wide yard extensions are what this resolution is suited to. Small last-mile and infill units fall below what is reliably detected, and so do narrow additions to existing buildings.
- Condition
- L2
Footprint, not tenancy
- Effect on the output
- The layer shows a built footprint. It does not say who is leasing it, whether it is leased at all, or whether it was a speculative build or build-to-suit.
- Condition
- L3
Quarterly, not live
- Effect on the output
- A shed finished mid-quarter appears on the next pass. Currency is bounded by the pass, never continuous.
- Condition
- L4
Cloud and clear-sky window
- Effect on the output
- Optical imagery needs a clear view. A cloudy stretch can push a pass later or leave part of a region for the next one, and the delivery notes what was missed.
- Condition
- L5
Not a permit record
- Effect on the output
- This reads what has been built. It does not replace permit filings, and it will not match them line for line: some filings never get built, and some buildings go up before the paperwork is public.
- Condition
- L6
Floor area and height
- Effect on the output
- Footprint is ground area. The imagery gives no ceiling height, floor count or square footage of leasable space.
04
Why this exists
The supply tracker is built from permit filings, news releases and broker calls. It works for what has been announced.
A shed can be framed and walled before anything reaches those sources, and the leasing or acquisition screen gets run against a supply count with that building missing. This puts a direct read of the ground next to the paperwork, once a quarter.
05
Who it's for
For
- Industrial REIT research and acquisitions analysts sizing regional big-box supply.
- Leasing and portfolio teams screening a market before a lease or purchase.
- Analysts who keep a quarterly supply tracker and want a check on it from imagery.
Not for
- Teams that need tenancy, occupancy or lease status.
- Last-mile, small-bay or infill unit tracking.
- Live or weekly construction monitoring.
- Cost, rent or vacancy data.
06
Questions before a project
Does this catch small last-mile units?
No. Detection targets large-format footprints. Small units fall below the useful threshold at this resolution.
Does it tell us who is leasing a building?
No. It detects the built footprint, not the tenant or the lease.
How current is a quarter?
As current as the last pass. A shed finished mid-quarter shows up on the next one.
Does it replace permit data?
No. It is an imagery-based cross-check on permits and press, not a substitute for the permit record.
Can we check it against our own tracker?
Yes. Pick a region where your tracker is current and compare the layer's new sites with your entries. The overlays let you confirm each one by eye.
What files do we get and how do they load?
A GeoPackage or shapefile plus a CSV, so it opens in ArcGIS, QGIS or a spreadsheet. We do not write into your database directly.
Who owns the data and the imagery?
Ownership and licence terms for the layer and the underlying imagery are settled with a specialist before a project starts. Ask early if counsel needs to review.
How is a project priced?
It depends on the region and the number of quarters. A specialist scopes it with you. There is no price on this page.
Do you cover our market?
Tell us the region. A specialist will say whether imagery for it is available and from which quarter.
Pick a region, see what's new.
Tell us the market and the size of shed you track. We will say what a first quarterly pass would cover.