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Savills Takes Stock: Global Real Estate Capital Markets Q1 2025 – Industrial & Logistics
"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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"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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"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. "

"Taxing times as global economic outlook deteriorates"
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"Tariffs favour ‘beds’ over ‘sheds’"
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"Tariffs cloud the outlook for industrial and logistics"
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"The economics of scarcity supporting offices"

"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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