"A strong March means that Q1 investment volumes surprise on the upside and is the historical link between rent and vacancy decoupling for industrials"

"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"

"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."