industrial and logistics

"Tariff impact on occupier markets yet to be seen, but UK political stability looks to be aiding volumes"

"Increased uncertainty weighs on the construction market"

"Japan's logistics sector has been resilient despite challenges in recent years, and is poised to reap the benefits in the midterm. As such, logistics assets have kept popular among investors, with large transaction volumes seen in 2024. While new supply will be elevated this year, the noticeable decline in new supply beyond 2025 will create more breathing room and support leasing activities among existing properties with vacant space. Additionally, many logistics operators have continued to enhance operational efficiency in response to chronic labour shortages, which should further strengthen the sector’s resilience and longer-term outlook."

"A slowly improving but fragile economic situation should support the recovery in the investment market, while there are signs that the occupiers market may be reawakening"