Australian Logistics & Industrial Capital Markets Outlook 2025

CUSHMAN & WAKEFIELD | 9

Business confidence improves

Economic growth improves due to easing consumer headwinds

Decision making timeline normalises

Core inflation improves towards 3%

Consumer confidence improves

Capital markets transactions momentum continues

RBA pivots and starts rate cutting cycle

10Y bonds fall to ~4.0%

L&I yield compression cycle begins

Q3 2025

Q4 2025

Q1 2026