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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."
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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."
"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"
"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%"
"Just 1.13 year's worth of supply left, given the five-year average take-up"
"Supply continues to rise, yet 23% is currently under offer"
"Vacancy rate at 7.35% forecast to fall to c.6% by Q4 2024"
"Vacancy rate remains stable at 4.95%; forecast to drop to 3.2% by Q4 2024"
"H2 rebound in volumes suggests stability is returning to the market"