In the U.S., e-commerce spending grew 93% year over year in May, according to a report from MasterCard. Following the pandemic and stay-at-home orders, it is a trend that experts expect to continue going forward. Prologis' conclusion that the pandemic will increase demand for industrial real estate space is in line with another report released last month by commercial real estate company CBRE, which cited e-commerce, as well as companies looking to avoid disruption by relocating storage and manufacturing space as reasons for the growth.