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Spotlight: Shed Briefing
"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."
Tagged Articles
"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."
"Although economic news has been rather downbeat in recent months, consumers, on the whole, have weathered the storm relatively well."
"Just 1.13 year's worth of supply left, given the five-year average take-up"
"H2 rebound in volumes suggests stability is returning to the market"
"Take-up falls 34% but remains 12% above the pre-Covid average"
"New build take-up continues to dominate, accounting for 75% of the market as operational efficiencies and ESG increase in importance"
"Speculative completions and second-hand supply cause supply to rise by 62%"
"Vacancy remains steady from Q2–Q4 2023; it now stands at 6.18%"
"Reasons to be cheerful, but expect bumps in the road"
"Vacancy rate at 7.35% forecast to fall to c.6% by Q4 2024"