Australian Logistics & Industrial Capital Markets 2026 Outlook

A new cycle begins.

Australia’s logistics and industrial markets have moved into a new phase of the cycle. While near-term volatility in debt markets may persist, 2026 is expected to see an improvement in capital deployment, with a greater focus on how assets are structured and exited.

Capital is returning, but not evenly. Rather than pursuing broad exposure, investors are anticipated to target assets and partnerships where alpha can be generated through active management, development potential, or platform expansion. 
At the same time, moderating supply, tightening vacancy and replacement costs above market value are reinforcing a pricing floor for well-located assets and supporting the next rental growth cycle.

Performance will diverge across assets in this cycle. Investors are increasingly pricing assets based not only on current and forecast income, but on the depth of the future buyer pool and available exit pathways.

Download the report to understand where capital will flow and what it will target in 2026.