News | Investment | Industrial

Commercial Investment National Industrial Market Update

Market Overview

Market Activity Signals

  • Total investment into the industrial sector reached £2bn during Q3 2024, the strongest quarter since the 2022 correction.
  • Year-to-date investment stands at 13% below the same period during 2023
  • Multi-let market showing increased activity with a flurry of needle-shifting deals
  • Q4 2024 expected to show strong market closure

Key Occupational & Investment Drivers

  • Shift in investor focus towards multi-let assets for quicker access to reversion
  • Institutional investors dominating prime multi-let opportunities across the UK
  • 3PL, retail, and manufacturing sectors remain key demand drivers, accounting for over 60% of total take-up in Q3
  • Positive occupier sentiment: 29% expect to take more space in the next 12 months (Savills' Logistics Survey)

Notable Transactions

  • Lone Star's acquisition of Project Tiger for approximately £600m, spanning 6.3m sq ft of mixed assets
  • M&G secured Premier Park in Manchester for £47m, reflecting a NIY of 3.3% - the sharpest yield seen in the North this yea

Read Allsop' full analysis into the National Industrial & Logistics Investment Market

Freddie Foley

Associate Commercial Investment - National

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