Australian Logistics & Industrial Capital Markets Outlook 2025

LOGISTICS & INDUSTRIAL OUTLOOK 2025

2024 IN CHARTS

2024 IN CHARTS

Despite the improvement in transaction activity, investment volumes in 2024 only amounted to around 2.0% of the L&I sector’s total investable universe Share of Transaction Volumes Compared to Investable Universe Despite the improvement in transaction activity, investment volumes in 2024 only amounted to around 2.0% of the sector’s total investable universe. 2024 IN CHARTS Share of Transaction Volumes Compared to Investable Universe Despite the improvement in transaction activity, investment volumes in 2024 only amounted to around 2.0% of the sector’s total investable universe. Share of Transaction Volumes as a share of L&I Investable Universe

Natio Infill from Natio Infill from 2023 2024

0% 1% 2% 3% 4% 5% 6% 7%

2022 2024

2021

2023

2020 2022

0

2021

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024

2020

Offshore investors buying direct were the most active in 2024; while REITs were the most active vendors for the year 2024 Purchaser & Vendor Profile ($bn) O shore investors buying direct were the most active in 2024; while REITs were the most active vendors for the year. O shore investors buying direct were the most active in 2024; while REITs were the most active vendors for the year. $2.0

Almo $100 0

$2.0 $2.5 $3.0 $3.5 $4.0 2024 Almo $100 2024

2024 Purchaser & Vendor Profile ($bn)

$1.0

2024 Purchaser & Vendor Profile ($bn)

$0.0

$2.0

$1.0 $1.5 $2.0 $2.5 $3.0 $3.5 $4.0

$0.0 $0.5 $1.0 $1.5

-$2.0 $0.0 -$1.0 $1.0

-$3.0

-$1.0

O‚shore Direct

Unlisted Fund Super Fund Private

REIT

Corporate

-$2.0

Note, p $0.0 $0.5

Buyer Vendor

-$3.0

Cushman & Wakefield Oshore Direct

Unlisted Fund Super Fund Private

REIT

Corporate

Source: Cushman & Wakefield Research

Buyer Vendor

Note, p

Cushman & Wakefield

Source: Cushman & Wakefield Research