{"id":12799,"date":"2026-05-28T23:21:00","date_gmt":"2026-05-28T21:21:00","guid":{"rendered":"http:\/\/stocks-future.com\/?guid=c1ad0a49f589d58fc8a8babe0792f772"},"modified":"2026-05-28T23:21:00","modified_gmt":"2026-05-28T21:21:00","slug":"cushman-wakefield-report-tight-supply-rising-costs-and-structural-uncertainty-set-to-shift-power-back-to-landlords-across-global-logistics-markets","status":"publish","type":"post","link":"https:\/\/stocks-future.com\/?p=12799","title":{"rendered":"Cushman &amp; Wakefield Report: Tight Supply, Rising Costs And Structural Uncertainty Set To Shift Power Back to Landlords Across Global Logistics Markets"},"content":{"rendered":"<ul class=\"bwlistdisc\">\n<li>\n<i>Tenant-favorable conditions will fall from 52% today to 33% by 2029<\/i><\/li>\n<li>\n<i>Global logistics rents 36% higher than in 2020 despite growth moderating in 2025<\/i><\/li>\n<li>\n<i>Globally, 54% of markets expect rental growth over the next three years<\/i><\/li>\n<\/ul><p>NEW YORK--(BUSINESS WIRE)--<a href=\"https:\/\/twitter.com\/hashtag\/CRE?src=hash\" >#CRE<\/a>--Cushman &amp; Wakefield's (CWK) analysis of 135 global logistics markets in its <i>Waypoint 2026<\/i> report indicates that the proportion experiencing tenant\u2011favorable conditions is expected to fall from 52% in 2026 to 33% by 2029 as vacancy tightens and supply remains constrained. This shift in the balance of power will see 39% of markets experiencing landlord-favorable conditions in 2029, up from 26% in 2026.<\/p><br\/><a href=\"https:\/\/mms.businesswire.com\/media\/20260528356287\/en\/669112\/5\/CW_Logo_Color.jpg\"><img src=\"https:\/\/mms.businesswire.com\/media\/20260528356287\/en\/669112\/22\/CW_Logo_Color.jpg\" \/><\/a><br\/><a href=\"https:\/\/mms.businesswire.com\/media\/20260528356287\/en\/669112\/5\/CW_Logo_Color.jpg\"><img src=\"https:\/\/mms.businesswire.com\/media\/20260528356287\/en\/669112\/21\/CW_Logo_Color.jpg\" \/><\/a><p>\nDemand for higher\u2011quality, strategically located assets is being reinforced as businesses redesign their networks to reduce exposure to geopolitical, trade and climate disruption which are becoming structural factors, rather than episodic disruptors. Global logistics rents already sit 36% above 2020 levels and operating costs continue to rise, prompting occupiers to make strategic decisions to secure critical locations. Globally, 54% of markets expect rental growth over the next three years.<\/p><p>\nReport author Sally Bruer, Cushman &amp; Wakefield, said: \u201cThe next phase of the logistics cycle will be defined by preparedness. Businesses that embed resilience into their real estate strategies, through smarter use of technology, automation and energy\u2011secure assets, will be far better placed to navigate disruption and capture long\u2011term growth.\u201d<\/p><p>\nBeyond the global picture, there are significant differences between and within regions.<\/p><p>\n<b>Americas facing the most abrupt shift towards landlords<\/b><\/p><p>\nCurrent tenant\u2011favorable conditions in 53% of markets are down sharply from 72% a year ago as vacancy has stabilized. By 2029, landlord\u2011favorable markets (17% today) are expected to rise to 46% - the most pronounced regional shift globally.<\/p><p>\nThis transition is driving more decisive action from occupiers, particularly in major U.S. logistics hubs such as California\u2019s Inland Empire, Atlanta and Indianapolis where supply and demand are coming back into alignment. Nearshoring and manufacturing investment continue to support demand in Mexico, notably in markets such as Monterrey and Tijuana, reinforcing long\u2011term location strategies.<\/p><p>\nElevated labor and energy costs are accelerating demand for more efficient, automation\u2011ready facilities, while stronger rental growth in Latin America, led by S\u00e3o Paulo [yoy 36%], reflects tightening availability and growing occupier demand, driven by e\u2011commerce and manufacturing demand.<\/p><p>\nJason Tolliver, President, Americas Logistics &amp; Industrial Services, Cushman &amp; Wakefield, said: \u201cThe Americas are moving back to a landlord-led market faster than any other region. In the U.S., we are already seeing supply and demand rebalance, while nearshoring into Mexico continues to drive new demand. For occupiers, that means the cost of waiting is rising quickly, especially for well-located, high-quality space.\u201d<\/p><p>\n<b>APAC: A story of divergence<\/b><\/p><p>\nAPAC remains the most tenant\u2011favorable region globally, with 47% of markets currently favoring occupiers, although conditions vary sharply between locations as supply and demand diverge.<\/p><p>\nSupply\u2011constrained markets such as Australia, Japan and Singapore are experiencing increasing competition for space, with vacancy expected to decline as development pipelines remain limited. In contrast, more tenant\u2011friendly conditions persist in parts of India and on the Chinese mainland, where higher levels of new supply continue to provide occupiers with greater flexibility.<\/p><p>\nThis divergence is reinforcing a market\u2011by\u2011market approach across the region. For landlords, aligning assets with high\u2011growth sectors such as e\u2011commerce, manufacturing, high\u2011tech and automotive, while ensuring buildings can support power demand and automation, is becoming increasingly important.<\/p><p>\nDennis Yeo, Head of Investor Services and Logistics &amp; Industrial, Asia Pacific, Cushman &amp; Wakefield, said:<b> <\/b>\u201cDifferent markets across APAC are experiencing different stages of growth, fuelled by resilient occupier demand led by e-commerce and manufacturing. Supply constraints in markets such as Japan and Australia are driving competition, meanwhile continued availability in China and India is creating opportunity.\u201d<\/p><p>\n<b>EMEA facing supply and energy constraint challenge<\/b><\/p><p>\nIn EMEA, 54% of markets are currently tenant\u2011favorable, although this share is expected to fall to 39% by 2029 as vacancy stabilizes or declines and development pipelines remain restrained. The window of opportunity for occupiers is narrowing, particularly in core markets such as the UK, Germany and the Netherlands.<\/p><p>\nAcross Western and Northern Europe, tightening vacancy in markets including the UK, Sweden, Belgium and the Netherlands is reinforcing the need for early decision\u2011making to secure high\u2011quality space. In Central and Eastern Europe, markets such as Poland, the Czech Republic and Hungary continue to offer more varied conditions, although improving absorption is expected to gradually tighten availability.<\/p><p>\nEnergy costs remain a key differentiator across the region. Elevated electricity prices in countries such as Germany, Italy, the Netherlands and the UK are driving occupiers toward energy\u2011efficient buildings, schemes with access to renewable energy and locations with reliable power infrastructure.<\/p><p>\nTim Crighton, Head of Logistics &amp; Industrial, EMEA, Cushman &amp; Wakefield, said: \u201cThe shift in EMEA\u2019s logistics landscape is less about speed and more about strategy. The right real estate is becoming harder to secure in key markets, and rising energy costs are making asset quality far more important. For occupiers, waiting is becoming a risk rather than a strategy and success will be predicated on aligning real estate strategies with long-term operational performance, flexibility and sustainability.\u201d<\/p><p>\n<b>About Cushman &amp; Wakefield<\/b><\/p><p>\nCushman &amp; Wakefield (NYSE: CWK) is a leading global commercial real estate services firm for occupiers and investors with approximately 53,000 employees in over 350 offices and nearly 60 countries. In 2025, the firm reported revenue of $10.3 billion across its core service lines of Services, Leasing, Capital markets, and Valuation and other. Built around the belief that Better never settles, the firm receives numerous industry and business accolades for its award-winning culture. For additional information, visit <a  href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.cushmanwakefield.com&amp;esheet=54542826&amp;newsitemid=20260528356287&amp;lan=en-US&amp;anchor=www.cushmanwakefield.com&amp;index=1&amp;md5=9d553c321b89be90d50677c62ccddb73\" rel=\"nofollow\" shape=\"rect\">www.cushmanwakefield.com<\/a><\/p><br\/> <b>Contacts<\/b> <br\/><p>\n<b>Lauren Joselyn<\/b><br\/>Associate Director, Communications\n<br\/>+44(0)203 296 3034<\/p>","protected":false},"excerpt":{"rendered":"<p>Tenant-favorable conditions will fall from 52% today to 33% by 2029<\/p>\n<p>Global logistics rents 36% higher than in 2020 despite growth moderating in 2025<\/p>\n<p>Globally, 54% of markets expect rental growth over the next three years<br \/>\nNEW YORK&#8211;(BUSINESS WIRE)&#8211;&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-12799","post","type-post","status-publish","format-standard","hentry","category-infos-businesswire"],"_links":{"self":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/12799","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12799"}],"version-history":[{"count":1,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/12799\/revisions"}],"predecessor-version":[{"id":12800,"href":"https:\/\/stocks-future.com\/index.php?rest_route=\/wp\/v2\/posts\/12799\/revisions\/12800"}],"wp:attachment":[{"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12799"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=12799"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stocks-future.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=12799"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}