Research
02.08.2024

Industrial & Logistics Insider Q2 2024

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.

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