A year ago, Prologis Research correctly anticipated six out of seven key global supply-chain trends for 2024, including a robust freight rebound, further slowdown in construction starts, outperformance in Latin America, continued investment in rooftop solar, a bounce in fundraising post–interest rate cuts, and the reversal of trends in global cap rates with expansion in Asia against compression in the United States and Europe. China stimulus, however, was delayed, and we did not see the recovery in domestic demand Prologis expected, which the firm said will likely materialise later.
In its latest report, Bold Predictions for 2025: Supply Chain Trends to Watch, Prologis makes its top predictions for 2025.
Trends for 2025
Bulk space will rebalance first: Vacancy rates will fall the fastest for the largest buildings in United States and Europe.
A combination of increasing de
