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Logistics and Real Estate 2023
"The ninth edition of the "Logistics and Real Estate" study examines the new normal on the logistics property market and how sustainable the stability anchors of surplus demand and rental growth are for the market."
Logistics
Tagged Articles
Spotlight: European Logistics Outlook
"With Europe’s economy continuing to struggle it’s increasingly clear that any sustained recovery in the occupier market is unlikely to begin until 2024. With that said, leasing activity is in line with its pre-pandemic levels, and we have seen a slight uptick in investment volumes this quarter. With interest rates expected to peak in late 2023, we may start to see further activity as prices stabilise"
Spotlight: European Real Estate Logistics Census - Autumn 2023
"Savills European Real Estate Logistics Census outlines the challenges and opportunities facing Europe’s logistics occupiers, developers and investors"
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Japan Logistics - September 2023
"The resilient fundamentals and growth potential of the e-commerce industry offer a long-term positive outlook for the logistics market, which has led to the large upcoming supply. However, even sound demand is struggling to keep pace with the elevated supply in the market, and the industry also faces headwinds such as labour shortages and inflation. Although fundamentals remain strong, the market is likely to undergo a phase of adjustments for the time being."
Logistics: Global outlook
"While the US$41.6 billion of investment in the global logistics sector was around 41% down on the year, it was nearly 10% above the equivalent Q2 level in 2019. Investors remain bullish on the long-term prospects for the sector, suggesting bust will not follow boom in the next 12 months"
Logistics: Market view
"Mark Russo, Senior Director, Head of Industrial Research, North America, shares his views"
Logistics: Regional outlook
"Investors are increasingly cautious when deploying capital into logistics, despite the fact that many institutions continue to openly back the sector"
Real estate impacts
"The link between manufacturing activity and demand in the industrial and logistics market is well-explored and self-evident. As long-term demand for manufactured goods rises, manufacturing occupiers will expand their real estate footprints to increase capacity"
Spotlight: Semiconductors and the logistics sector
Contains 4 articles"The semiconductor shortage, aka 'chip shortage', experienced in 2021 and 2022 has been primarily attributed to a combination of factors that disrupted the global supply chain and increased demand for semiconductors"
Policy developments in the logistics sector
"The pandemic put the importance of a stable supply of semiconductors to modern economies in stark relief. Additionally, as geo-political tensions have risen and threatened global supply chains, most developed economies have introduced policies aiming to bolster their domestic semiconductor production"
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