Even in the face of global economic uncertainty, which has temporarily slowed down investment activity, the resilient strength of the industrial sector, fuelled by Australia's demographic tailwinds, consistently places it at the forefront for investors seeking strategic capital allocation.
We are pleased to launch our latest Industrial Shed Briefing Spotlight report. This edition provides an overview of recent macro, leasing demand and investment trends across Australia's major industrial and logistics markets.
Key takeaways from the report:
- After a sustained upward trajectory, there are early signs that rental growth rates are easing.
- Vacancy rates have started to edge up on the east coast but remain low.
- Structural tailwinds are still driving demand, but take-up starts to normalise.
- Gradual recovery in investment activity is expected in 2024.