America's War Machine Is Growing, Sparking A Defense Real Estate Boom

The U.S. defense sector is undergoing its fastest expansion in decades, driven by a shift in how the military approaches readiness that has triggered a surge in multibillion‑dollar contracts and a ballooning need for commercial space. The war with Iran intensified momentum that began last year, adding new replenishment needs to an already strained supply chain and pushing defense contractors to expand footprints and break ground on new facilities.  Professionals in the sector say the Trump administration's shift to wartime posture — and the trillion‑dollar budgets behind it — is a structural demand engine for defense‑oriented real estate that has an exceptionally long tail.