Logistics & Industrial Capital Markets 2024 Outlook Report

To understand client challenges and their outlook for 2024, we undertook a L&I Capital Markets survey in late 2023. The sample size covered investors across a broad geography base and investor spectrum.

The mismatch between buyer and vendor expectations was the primary factor preventing investors from deploying capital during 2023. 50% of investors said the missmatch in pricing is preventing them deploying capital

Offshore investors and domestic unlisted funds were more aggressive in their outlook for yields over the next six months. of investors expect less than 25 basis points of further yield softening 65%

Despite the continued economic uncertainty forecast in 2024, investors remain willing to move up the risk curve to obtain increased returns, with over 60% of investors being very interested in core plus and value-add opportunities. of investors very interested in core plus and value-add opportunities 63%

of investors intend to divest assets in 2024 26%

Of the investors who intend to divest, 55% were privates/developers or unlisted funds.

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