Solid interims plus insight from Prologis – Asian 3PLs, inventory & data centres
More of the same but more of the rest too
GM: RAISING THE ROOF GGM: IN FULL THROTTLE GZIM: MAERSK BOOST KNIN: READ-ACROSSMAERSK: NOT ENOUGHMAERSK: GUIDANCE UPGRADEZIM: ROLLERCOASTERCAT: HEAVY DUTYMAERSK: CATCHING UP PG: DESTOCKING PATTERNSPG: HEALTH CHECKWTC: THE FALLGXO: DEFENSIVE FWRD: RALLYING ON TAKEOVER TALKODFL: STEADY YIELDVW: NEW MODEL NEEDEDWTC: TAKING PROFIT
GM: RAISING THE ROOF GGM: IN FULL THROTTLE GZIM: MAERSK BOOST KNIN: READ-ACROSSMAERSK: NOT ENOUGHMAERSK: GUIDANCE UPGRADEZIM: ROLLERCOASTERCAT: HEAVY DUTYMAERSK: CATCHING UP PG: DESTOCKING PATTERNSPG: HEALTH CHECKWTC: THE FALLGXO: DEFENSIVE FWRD: RALLYING ON TAKEOVER TALKODFL: STEADY YIELDVW: NEW MODEL NEEDEDWTC: TAKING PROFIT
JLL has published its H1 2017 UK Big Box Industrial & Logistics research which reveals the following:
Total occupier take-up in H1 2017 was 35% down on H2 of 2016, following a record year in 2016; but still 2% higher than the long term average;
Grade A available supply rose in the first six months of the year, 24% up on the end of 2016;
Prime headline rents rose in a number of markets over the first six months of 2017;
Prime logistics yields in London sharpened in the first half of this year as the logistics market continues to remain highly attractive to investors.
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