Cap rates have increased sharply in both Europe and the US. But logistics experts argue that strong fundamentals will support a return of investment activity later in the year.
Logistics provides an opportunity that may have been overlooked, says Fidelity International’s senior real estate analyst.
As we enter a period of deglobalization, the implications for supply chains – and logistics investors – are significant, says Chris Urwin, the founder of Real Global Advantage.
Will the surge in operational costs for logistics occupiers caused by higher energy prices impede progress toward a more sustainable sector?
Niche sectors linked to logistics are attracting increased investor interest as they search for diversification and extra yield.
There are reasons to ease off the gas, but the asset class is not grinding to a halt.
As the logistics business becomes more automated, we find that warehouse owners need to provide facilities that can accommodate robots and electric vehicles.
Inside: End of an era – Why the sun may be setting on logistics’ golden age; How investors are backing specialist storage; The impact of rising energy costs on logistics occupiers; Expert comment and analysis from market leaders; Plus much more…
The fragmented Southeast Asian logistics real estate market offers long-term growth from a rising middle class and new manufacturing.
The journey to net zero is complicated, says Philippa Gill, EVORA’s executive director.