From geopolitical tensions and fiscal policy uncertainty in the United Kingdom, to persistent macroeconomic volatility, investors are facing a challenging landscape.
The low interest environment investors had grown accustomed to has ended, and combined with factors such as inflation and sluggish growth, this has driven yields higher and values lower across the board.
We are entering a phase where investors can no longer rely solely on capital appreciation or yield compression; growth must be created through repositioning, active asset management and countercyclical strategies. The logistics sector continues to present a compelling investment opportunity, supported by an exciting, evolving and expanding occupier base; constrained supply; and low obsolescence. These factors create significant opportunities to retrofit and actively manage assets, enhancing income and boosting total returns. The sector has proven resilient over the past five years, and whilst void rates be
