Our Industrial & Logistics Insider report provides expert commentary on the latest occupier and investment trends, along with quarterly data and analysis.
Key findings from our Q2 2024 report indicate that:
- The sector’s share of the total UK investment market remains above 20%, well above the pre-pandemic average of 13%.
- With the rate-cutting cycle now underway, and rental growth projections continuing to outpace inflation forecasts, prime logistics yields remained stable in Q2.
- Direct and indirect market data suggests market liquidity has reached a trough.
- Supply has stabilised having been on the rise q/q for the last two years.
- Construction pipeline has stagnated in H1 2024. However, industrial development investment Is forecast to have positive growth in the next two years.
- Logistics operators took c. 2m sq ft in Q2 2024.
- c. 1.1m sq ft of all take-up was a sublease or assignment from an existing tenant.
Download the full Q2 report below, or contact Eoghan Morgan or Charlie Tattersall for more information.