We are pleased to share the latest edition of our Industrial Shed Briefing Spotlight report. This report provides an overview of recent macroeconomic, leasing demand and investment trends across Australia's major industrial and logistics markets.
Key takeaways from the report:
- Despite a tempered rebound in Q1, rolling 12-month investment volumes are 22% higher year-on-year.
- A broader buyer base is fuelling capital deployment, with funds and trusts making up 61% of Q1 volumes—well above the near-20% low in Q2 2024.
- Vacancy rises but constrained new supply is helping to keep vacancy below its equilibrium.
- A renewed long-term focus from medium to large-scale occupiers has helped buoy East Coast pre-leasing and spec deals to 48% of total Q1 transactions, up from 19% in Q4.