Snapshot from Jun 25, 2026 at 22:38 UTC. For live data and tracking: View Live
Events / Business / Cushman & Wakefield Waypoint 2026 Report
Business market report

Cushman & Wakefield Waypoint 2026 Report

Analysis based on 6 articles · First reported May 28, 2026 · Last updated Jun 03, 2026

Sentiment
20
Attention
4
Articles
6
Market Impact
Direct
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Market Impact

The report by Cushman & Wakefield indicates a significant shift in global logistics markets towards landlord-favorable conditions, driven by tightening vacancy and constrained supply. This trend suggests rising rental costs and operating expenses for businesses, impacting profitability for companies reliant on logistics and potentially increasing costs for consumers. Investors in real estate, particularly logistics properties, may see increased returns, while companies needing logistics space will face higher operational costs and a need for strategic real estate decisions.

Real Estate Logistics E-commerce
Event Summary

Cushman & Wakefield's Waypoint 2026 report forecasts a significant shift in global logistics markets, with tenant-favorable conditions expected to decline from 52% in 2026 to 33% by 2029. Conversely, landlord-favorable conditions are projected to rise from 26% to 39% over the same period. This shift is attributed to tightening vacancy, constrained supply, and businesses redesigning networks for resilience against geopolitical, trade, and climate disruptions. Global logistics rents are already 36% above 2020 levels, with 54% of markets expecting further rental growth. The Americas region is anticipated to experience the most abrupt shift towards landlord-led markets, with major U.S. logistics hubs and Mexico seeing increased demand. APAC shows divergence, with supply-constrained markets like Australia, Japan, and Singapore facing competition, while India and China offer more tenant-friendly conditions. EMEA markets, including the United Kingdom, Germany, and the Netherlands, are also seeing narrowing opportunities for occupiers due to stabilizing vacancy and restrained development, with energy costs being a key differentiator.

Key Actions
100 Cushman & Wakefield published report
90 Cushman & Wakefield forecasted shift
70 United States experienced rebalance
60 Mexico saw increased demand
50 Americas experienced rental growth
Entities Involved
stock
Cushman & Wakefield
Cushman & Wakefield published the Waypoint 2026 report, providing analysis and insights into global logistics market trends, which directly impacts its reputation as a market leader in commercial real estate services.
Importance 100 Sentiment 20
cnt
United States
The United States is experiencing a rebalancing of supply and demand in its logistics hubs, contributing to the shift towards a landlord-led market in the Americas.
Importance 70 Sentiment 10
per
Sally Brewer
Sally Brewer is the author of the Waypoint 2026 report, providing expert commentary on the future of the logistics cycle.
Importance 60 Sentiment 10
per
Jason Tolliver
Jason Tolliver, President of Americas Logistics & Industrial Services at Cushman & Wakefield, provided insights on the shift towards a landlord-led market in the Americas.
Importance 60 Sentiment 10
per
Dennis Yeo
Dennis Yeo, Head of Investor Services and Logistics & Industrial, Asia Pacific at Cushman & Wakefield, commented on the divergent market conditions within the APAC region.
Importance 60 Sentiment 10
per
Tim Crighton
Tim Crighton, Head of Logistics & Industrial, EMEA at Cushman & Wakefield, discussed the strategic challenges and importance of asset quality in the EMEA logistics market.
Importance 60 Sentiment 10
cnt
Mexico
Mexico is seeing continued demand for logistics due to nearshoring and manufacturing investment, particularly in Monterrey and Tijuana.
Importance 60 Sentiment 10
loc
Americas
Americas is experiencing stronger rental growth, driven by tightening availability and growing occupier demand from e-commerce and manufacturing.
Importance 50 Sentiment 10
cnt
Brazil
Sao Paulo, a major city in Brazil, is highlighted for its significant year-over-year rental growth in the logistics sector.
Importance 40 Sentiment 10
cnt
Australia
Australia is identified as a supply-constrained market within APAC, experiencing increasing competition for logistics space.
Importance 40 Sentiment 10
cnt
Japan
Japan is noted as a supply-constrained market in APAC, facing increasing competition for logistics space.
Importance 40 Sentiment 10
cnt
Singapore
Singapore is mentioned as a supply-constrained market in APAC, experiencing increasing competition for logistics space.
Importance 40 Sentiment 10
cnt
India
India, specifically parts of it, continues to offer tenant-friendly conditions due to higher levels of new logistics supply.
Importance 40 Sentiment 10
cnt
China
The Chinese mainland maintains tenant-friendly conditions in its logistics markets due to higher levels of new supply.
Importance 40 Sentiment 10
cnt
United Kingdom
The United Kingdom is a core market in EMEA where the window of opportunity for occupiers is narrowing due to tightening vacancy.
Importance 40 Sentiment 10
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