The Logistics Report

Are investors losing their taste for logistics, long seen as one of real estate’s most tempting sectors? The wider effects of Russia’s invasion of Ukraine have hit the market especially hard, with many managers nervously hoping rental growth stays on the right side of interest rates. Yet the ingredients for success remain: strong demand, growing sectors such as cold storage and dark kitchens and varying types of distribution including mega-centers and last-mile logistics – investors may well pick up the menu afresh in H2.

For more, see all of our insight, data and commentary from PERE’s 2023 Logistics report.

Tapping the brakes on logistics

There are reasons to ease off the gas, but the asset class is not grinding to a halt.



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