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Savills Takes Stock: Global Real Estate Capital Markets Q2 2025 - Logistics
"Uncertainty over the scale and impact of US import tariffs has clearly hit investor sentiment in the industrial and logistics sector."
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"Uncertainty over the scale and impact of US import tariffs has clearly hit investor sentiment in the industrial and logistics sector."
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"Premium warehousing rental rates globally are slowing down, reflecting shifts in supply and demand across regions."
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"Australia's industrial real estate sector is showing signs of resurgence, with leasing volumes, capital values and investor confidence all improving in the second quarter of 2025."

"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"