Dexus Industrial & Logistics House View H2 2025 signals a shift from pandemic-driven growth to a sustainable phase. Leasing and rental growth are easing, but vacancy remains low, supported by e-commerce and population growth. Around 2.4 million sqm of new space is needed over five years, with infill markets outperforming. Rising costs favour pre-lease commitments, limiting oversupply. Trends include larger, efficient facilities, automation, ESG-aligned developments, and green solutions like solar and battery integration. Specialised assets, including cold storage and tech-enabled logistics, are driving premium rents and values.
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