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"Despite vacancy rates increasing, the industrial and logistics sector is still seeing rental growth, bucking historical trends. Is this an anomaly or the new normal? "
"Take-up remains muted compared to the pandemic period, but is close to its pre-pandemic average"
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"Real estate, and in this instance industrial & logistics, operates within a dynamic environment where demands from both occupiers and investors are continuously shifting. "
"A strong March means that Q1 investment volumes surprise on the upside and is the historical link between rent and vacancy decoupling for industrials"
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"Industrial demand drivers act as a catalyst for a pick-up in investment activity during 2024, after nearly half of all precincts nationally post rental growth."
"The role of the warehouse has never been more important, and the amount of warehouse space needed continues to rise"
"The economic challenges of 2023 prompt optimism for 2024"
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"Industrial remains a high conviction theme, with recent investor surveys revealing a growing preference for the sector, driven by a convergence of structural and cyclical tailwinds."
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"Although economic news has been rather downbeat in recent months, consumers, on the whole, have weathered the storm relatively well."
"New build take-up continues to dominate, accounting for 75% of the market as operational efficiencies and ESG increase in importance"
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