From headwinds to recovery: Uncover tomorrow's occupier market today
Tenant demand in Australia's logistics & industrial (L&I) sector is at an inflection point, with supply and demand dynamics beginning to shift.
While occupiers have taken a cautious approach to real estate over the past two years, leasing activity is showing signs of improvement, with momentum expected to build through 2026 and into 2027. A rebound in consumer spending - now growing at its fastest pace in more than 18 months - is a key driver of this shift.
At the same time, the development pipeline is moderating. Elevated construction costs and feasibility challenges are prompting developers to reassess strategies, constraining future supply just as demand strengthens. However, not all markets are equal, with the supply that will enter the market becoming much more concentrated across just a handful of markets.
As supply tightens and demand rebounds, positioning will be critical. Our latest report examines these dynamics and their implications for occupiers, investors and developers.
Key Topics
- The state of play: How the logistics and industrial occupier market is performing right now
- Global perspective: How Australia compares to key international markets
- Occupier behavior: What tenants are doing and the factors shaping their decisions
- Market outlook: Pragmatic market outlook and the trends set to influence demand going forward
Discover how occupier strategies, global influences, and evolving market trends are shaping demand, and what it means for occupiers, developers, and investors going forward.
