Cushman & Wakefield Report: Tight Supply, Rising Costs And Structural Uncertainty Set To Shift Power Back to Landlords Across Global Logistics Markets
Cushman & Wakefield released its Waypoint 2026 report, forecasting a shift in global logistics markets from tenant-favorable to landlord-favorable conditions by 2029. The analysis of 135 markets shows tenant-favorable conditions dropping from 52% in 2026 to 33% in 2029, driven by tightening vacancy and constrained supply. Global logistics rents are already 36% higher than 2020 levels, with 54% of markets expecting further rental growth over the next three years.
Key figures
- Revenue
- 10300000000
- Office count
- 350
- Country count
- 60
- Employee count
- 53000
- Tenant favorable share 2026
- 52%
- Markets expecting rental growth
- 54%
- Global logistics rent growth vs 2020
- 36%
- Tenant favorable share 2029 forecast
- 33%
- Landlord favorable share 2029 forecast
- 39%
AI analysis
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AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.