Toby Dixon

Sixth Street is pleased to announce the acquisition of a 37-asset portfolio of high-quality multi-let industrial assets across London and the South East of the UK as part of a new joint venture partnership with Clipstone Investment Management Limited.   The acquisition underscores our conviction in the UK’s industrial real estate market, where multi-let industrial continues to be supply-constrained despite strong occupational fundamentals, and complements our existing single-let exposure.   Read more: https://lnkd.in/gi2wWDG3

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Kevin Mofid, Head of Industrial & Logistics Research at Savills, joins me on the People Property Place Podcast 🎙️ this week. We discuss his journey into real estate, the evolution of research in the sector, and key insights into the UK and European logistics markets. Kevin shares his data-driven view of market trends, rental growth dynamics, build-to-suit versus existing stock, and the increasing importance of supply-side fundamentals when making investment decisions. If you're active in the industrial or logistics real estate market across the UK & Europe, and you're interested in data-driven decision-making, or the forces shaping demand and supply in the sector, this episode is for you. Key Topics Covered in This Episode: Kevin’s unconventional path into real estate, and his pivotal early career moves The evolution of research from a back-office function to a front-line, strategic, in-demand tool What the UK logistics data is really showing, and why build-to-suit deals are under pressure Rising vacancy in a market with strong demand, and what that disconnect tells us Speculative development trends, and how they’re shaping short-term supply risks Why second-hand stock is growing fast, and how much of it is actually usable The real drivers of industrial demand, and why retail still dominates Nearshoring, reshoring, and how they are reshaping long-term European strategy Rental growth that’s defying historic vacancy relationships, and why The evolving role of AI in warehousing and supply chain decision-making Why smart investors are prioritising supply-side data over demand forecasts Kevin’s take on the biggest risk facing the sector today, and the data point he’s watching most closely Enjoying the show? Follow and turn on notifications so you never miss an episode. The People Property Place Podcast 🎙️ is powered by Rockbourne: Giving real estate investors a difficult choice, who to hire. If you're serious about hiring top real estate talent in 2025 and want to do it differently, DM me on LinkedIn. #realestate #property #podcast #logistics #data #industrial

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Goodbody Capital Partners provided a £12m co-investment alongside Duke Street to fund the acquisition of McAvoy, one of the UK’s largest providers of premium modular social infrastructure. • Founded in 1972, McAvoy designs, builds, and rents high-quality temporary and permanent modular building • Headquartered in Northern Ireland, the business provides critical infrastructure to the health, education, pharmaceutical and commercial sectors. • Premium modular buildings are in high demand due to their cost-effectiveness and sustainability. Goodbody Capital Partners looks forward to working with the McAvoy management team and Duke Street on this exciting journey. We would like to thank Maples Group, Goodbody Capital Partner’s legal advisors, for their involvement. Finlay McFadyen, Alan Mahon, Timothy McCarthy #MarketingCommunication

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✅ Members of AREF (The Association of Real Estate Funds), BPF and Investment Property Forum have voted overwhelmingly in favour of creating Real Estate:UK (RE:UK).   Launching on 1 January 2026, RE:UK will serve as a unified convenor and voice for the whole of the real estate sector, bringing together institutional and private investors, property companies, developers, asset owners, managers and advisers.   Its work will focus on six key pillars: 📢 Advocacy 📊 Research and data 💡 Thought leadership and innovation 🤝 Networking and events 📚 Upskilling and training 📏 Standards and guidance   This is an exciting milestone and a strong endorsement of a shared vision for a unified and powerful voice for real estate in the UK.   ➡️ You can read the full press release here: https://lnkd.in/erfj_2Hb

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