US industrial to continue to outshine other property sectors
Following a stellar 2021, where returns were 41.3%, US industrial real estate total returns are expected to moderate over the near term. Growing geopolitical uncertainty, higher inflation and quantitative tightening have led us to lower our near-term forecast. That said, industrial sector returns are still expected to outpace all other real estate sectors – both in the US and across all REES economies – and other asset classes. Propelled by continued capital value growth, returns will average nearly 12% over the forecast horizon.
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- Forecast overview
- Drivers of industrial outlook
- Occupier fundamentals
- Capital market trends
- Exposure to key global risks
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