Our Services
When you engage Sheds Capital, you gain a senior partner committed to the strategic ‘why’ behind every transaction — not just the metrics.
Whether you are acquiring, divesting or leasing, we navigate the Eastern Seaboard industrial market with precision and discretion.
Buy-side mandates · $10M – $50M+
Sell-side campaigns · On & off-market
Occupier & landlord · Pre-commitmentsSourcing stabilised core and core-plus assets with pristine covenants — including opportunities that never reach the open market.
- Off-market origination
- Due diligence & negotiation
- Covenant & WALE analysis
Senior-led disposal campaigns that position your asset against the right capital — institutional, private or syndicate.
- Buyer archetype mapping
- Confidential off-market sales
- Structured EOI campaigns
Leasing strategy for landlords and occupiers — from last-mile infill to super-canopy pre-commitments.
- Tenant representation
- Rental benchmarking
- Pre-commitment structuring
Market Intelligence
Every mandate is backed by a live read of the cycle.
Power is the new yield. Height over footprint. The ESG mandate. We translate macro drivers into acquisition, divestment and leasing strategy.
Clients receive numbered market briefings across the year — the same intelligence that steers our own execution.
Market Intelligence
Mid-2026 Industrial
Market Imperatives
Australian market dynamics & prognosis
The Buy, Sell & Develop Landscape — 01
Market Mechanics
Three distinct forces are shaping how industrial assets trade in the current cycle.
Investors target stabilised core-plus yields with pristine covenants to offset the cost of debt. Quality is non-negotiable. Core is coming back into the picture.
Top-tier funds are shedding sub-$100M non-core assets to concentrate capital on mega-precincts — a prime window for agile buyers.
Construction costs have stabilised, but land scarcity in core infill markets has choked supply. Pre-commitments are essential.
Tracking the Flow of Investment Capital — 02
Capital Deployment
The era of buying ‘everything’ is over — capital is moving with precision.
Dominating the mid-market. Often unleveraged or minimally geared, moving decisively on assets shed by larger institutions.
Sustained influx from Singapore and Japanese trading houses seeking long-term Australian logistics exposure as a safe harbour.
Domestic super funds deploying selectively into ESG-compliant mega-facilities — concentration over accumulation.
What Defines a Tier-One Asset Today — 04
Asset Imperatives
Three structural shifts now drive valuation — and they are non-negotiable for modern occupiers.
Automated sorting and EV fleets make grid capacity a primary valuation driver. Assets with heavy amps or solar command premiums.
Tenants calculate rent per pallet space, not per sqm. 13.7m ridge heights are the gold standard.
ASX200 and multinational occupiers are bound by Net Zero targets. Green Star, solar and carbon reporting are prerequisites.
Who Is Active & Why — 05
Buyer Archetypes
Highly active and motivated to escape rental volatility and lock in long-term operational certainty.
Targeting yield premiums in secondary assets with clear repositioning potential — rolling up sleeves to manufacture equity.
Driven by both. Core is making a comeback, but most are still chasing core-plus, so they still need to see value creation when assessing new acquisitions.
Targeting sites for multi-level industrial facilities and high-spec technology and automation warehouses.
Fast Movers vs. Slow Movers — 03
Liquidity Spectrum
What separates a premium, contestable asset from one that lingers on the market.
Significant amps or significant roof solar. Power is the new yield.
Older stock with sub-7m clearance is increasingly obsolete.
Minimum 13m internal clearance — occupiers pay for cubic capacity.
Poor heavy-vehicle articulation, particularly tight B-double access. 35m+ from ‘roller door to fence’ is required to attract key 3PL users.
True last-mile infill with immediate arterial and port access is what most capital groups are hunting.
Heavy immediate Capex for basic compliance — roof and power upgrades come straight off the bottom line.
The 6-Month Prognosis — 06
Forward Outlook
Core yields holding firm; secondary assets softening as buyers aggressively price in upgrade CapEx. Quality separation is accelerating.
Assets with secured, upgraded grid power achieve distinct pricing premiums. Automation and EV infrastructure are now baseline.
Post-hyper-growth moderation continues. Prime rents edging up slightly after a very bullish couple of years, underpinned by structural supply constraints.
Major-agency consolidation is driving clients toward relationship-driven advisory. Trust and expertise over scale.
Confidential mandates
A significant share of our work never reaches the open market.
Vendor discretion, sensitive covenants, quiet capital — if you want access to (or a quiet exit from) the market, the conversation starts privately.