Is industrial’s outperformance a sign of trouble ahead?

Previous periods of industrial outperformance have all marked the end of commercial property upturns. But there is no direct causality in this observed correlation. In any event, industrial occupier fundamentals look pretty good. Therefore, the current period of industrial outperformance makes sense and should not be seen as a sign of growing property sector risks.

Subscriber content

Read this in full, free

Start a free trial and use one of your 10 free starter credits to unlock this piece.


Free. 10 articles. No card required.
By completing this form you are agreeing to our Terms and Conditions for the provision of a free trial of Capital Economics' services. We take your privacy seriously and will not share your details with others without your consent. By providing your details, including your email address, you are consenting to Capital Economics sending you macroeconomic commentary and analysis. You can unsubscribe at any time. See our Privacy Policy for more information.

Already a client or trialist? Log in to read this.