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GLP on why staying on top of trends is key to growth in logistics

GLP’s CIO Alan Yang explains how building specialist domain expertise across global M&A, technology, rezoning and development of new assets has allowed the firm to increase its AUM almost sixfold since 2014 to over $60bn.

Clarion Partners on why US industrial still delivering the goods

Robust demand from e-commerce and low vacancy should continue to underpin strong returns in the US logistics market, say Clarion Partners’ David Confer and Tim Wang.

Logistics Capital Partners on building for the next generation

Development is the best strategy to build a portfolio suited to the needs of tomorrow's warehouse occupiers, argue LCP's James Markby and Kristof Verstraeten.

Oxenwood Real Estate on how UK logistics is keeping its balance

Concerns over Brexit and increased development have done little to upset the equilibrium of a market where tenant and investor demand remain vigorous, say Oxenwood's Jeremy Bishop and Stewart Little.

ESR on harnessing Asia’s logistics growth potential

ESR's co-founder and co-CEO Jeffrey Shen tells PERE he expects rising consumption and the growth of e-commerce to continue propelling the warehousing market in Asia-Pacific.

Panattoni on the quantum leap in European logistics

E-commerce has brought about a rapid transformation in the European logistics sector, swelling investor and occupier demand to unheard-of volumes, says Robert Dobrzycki, CEO of Panattoni Europe.

Macquarie explains how e-commerce drives demand for tomorrow’s warehouses

Macquarie Capital Real Estate Investments’ Eric Wurtzebach tells PERE why he thinks logistics is a good opportunity through the cycle.

Realterm on the investment case for US high flow-through logistics

Realterm’s director of research, Nathan Kane, explains the cyclical performance of general industrial and high flow-through, and why the latter could offer better return prospects.

GI 50: Looking through the cycle

Investment strategies focused on long-term structural themes and defensive cashflows are set to outperform across cycles, write Rod Cornish and David Roberts of Macquarie Capital

GI 50: A China story

CPPIB’s Guy Fulton speaks with Michael Chan of Macquarie Capital Real Estate Investments about its current investment strategy in China. Mark Cooper listens in

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