
Logistics: Market view
"Simon Smith, Regional Head, Research & Consultancy, Asia Pacific, and Katy Dean, Head of Research, Australia, share their views"
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"Simon Smith, Regional Head, Research & Consultancy, Asia Pacific, and Katy Dean, Head of Research, Australia, share their views"

"European Industrial Outdoor Storage investment expected to grow by 4.5%"

"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"

"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"

"Mark Russo, Senior Director, Head of Industrial Research, North America, shares his views"
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"Our latest quarterly reviews of global office and logistics capital markets explore the appetite for deal-making across key EMEA, North America, and Asia Pacific markets, amid a challenging macroeconomic environment"

"Investors are increasingly cautious when deploying capital into logistics, despite the fact that many institutions continue to openly back the sector"

"Supply continues to rise, yet 38% is currently under offer"

"Plenty of dry-powder waiting in the wings"

"Vacancy rate at 6.55%; 0.72 years’ worth of supply left"