
Key takeaways
"The impact of rising defence spending will have far-reaching consequences on UK and European property markets"
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"The impact of rising defence spending will have far-reaching consequences on UK and European property markets"
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"The logistics sector has been resilient despite the large supply seen in recent years and is positioned for a brighter outlook as supply begins to ease. Investment sentiment remains strong, with high-value transactions making headlines over the fi rst half of 2025. The anticipated slowing in new supply after 2025 will give the logistics market further momentum for absorption. Additionally, logistics operators have been incorporating new technologies to enhance operational effi ciency to address labour shortages, further strengthening the sector’s resilience over the longer-term outlook."

"Robust take-up fails to dent national supply picture"

"Nearly 70% of available supply is Grade A quality"

"Second-hand stock has increased 55% compared to a year ago"

"Continued absence of larger sheds, particularly above 500,000 sq ft"

"Pockets of undersupplied size bands, but the bulk of space sits in the 100,000–300,000 sq ft band"

"Supply falls by 6% resulting in undersupply in some sub-markets"

"Fall in vacancy has been supported by increased deal activity, particularly for larger units"

"Build-to-suit transactions return to the market"