
Spotlight: European Logistics Outlook
Contains 3 articles"2023 was a year to forget for commercial real estate, but there are reasons for optimism in the logistics market"
Tagged Articles

"2023 was a year to forget for commercial real estate, but there are reasons for optimism in the logistics market"

"Which markets are set to outperform this year? "

"Savills European Research: key property themes that will impact the European real estate sector in 2024 and investment opportunities for core, value-add and opportunistic investors"

"While the European economy continues to struggle under the strain of tight monetary policy, there are signs of stabilisation in both the occupier and investment markets"

"We expect a gradual resurgence in investment activity starting in Q4 and extending in 2024 on the back of the downward price adjustments. However, the lacklustre economic landscape is poised to act as a drag on investment activity for the forthcoming six months"

"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"

"Savills European Real Estate Logistics Census outlines the challenges and opportunities facing Europe’s logistics occupiers, developers and investors"

"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"

"In conclusion, the potential growth of the semiconductor sector could become a not-insubstantial tailwind for the logistics real estate market and broader economy"

"It is challenging to give an accurate estimate of the occupational footprint of the industry in terms of logistics..."