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Savills Takes Stock: Global Real Estate Capital Markets Q1 2025 – Industrial & Logistics
"Tariffs cloud the outlook for industrial and logistics"
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"Tariffs cloud the outlook for industrial and logistics"
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"The current global economy as we know it can be divided into two states of being; pre- and post-‘Liberation Day’. In the first, growth was steady, if unspectacular. In the second, volatility and uncertainty are the prevailing characteristics. Until there is some clarity over where we land in the wider spectrum of possible scenarios, a period of ‘wait-and-see’ will grip global real estate capital markets."
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"While ‘beds and sheds’ were at the top of the wish list for most investors at the beginning of the year, it may be that ‘beds’ are favoured in a post-tariff world. The industrial and logistics sector, particularly in the US, is likely to see the most disruption from any tariff-induced slowdown in the global flow of traded goods. "
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"President Trump’s ‘Liberation Day’ tariffs are set to disrupt the sense of normalcy that had descended over global industrial and logistics markets"
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"The global office sector is in recovery, or at least it was. The ongoing fallout from President Trump’s ‘Liberation Day’ tariffs threaten to disrupt the fledgling recovery in the office market. In the short term rising uncertainty will have an impact on leasing activity."

"We look at the value of the US dollar across global prime residential property markets, including London"
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"What’s happened to global commercial real estate investment during Q1 2025? And how is the market responding to recent announcements on trade tariffs in the US? "
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"What effects could US tariffs have on the global economy and real estate?"
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"Slowing inflation and more accommodative monetary policy should support growth across much of Asia Pacific in 2025. "