Logistics & Industrial Capital Markets 2024 Outlook Report

Australian Logistics & Industrial 2024 Outlook Timeline

Moderating Economic Growth, Increasing by ~1.2% in 2024

‘Mortgage Cli—’ Eases Consumer Spending

Unemployment moves back above 4%

Credit Tightening Continues Amid TFF Repayment

Core Inflation Improves towards 3%

Excess Savings Dwindles

L&I Yields Stabilise

Capital Returns in Scale and Transactions Gain Momentum

Book Values Unwind Further and Bid - Ask Spread Narrows

Q1 2024

Q2 2024

Q3

Mac

Source: Cushman & Wakefield. TTF: Term Funding Facility

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