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As industrial increasingly becomes a preferred property class, investors are paying ever-higher prices. But that may limit the potential for continued outperformance, explains Realterm’s director of research, Nathan Kane
Gliwice Amazon fulfilment center Poland
Transformation of the region’s logistics infrastructure to support online shopping habits still has a long way to go, creating new development opportunities in established markets, says Panattoni Europe’s Robert Dobrzycki
ESR Kuki Distribution Centre.. 2
So compelling is the growth story in Asia-Pacific logistics that developers are hard- pressed to create assets to meet investor appetite, say ESR co-founders Jeffrey Shen and Stuart Gibson
Warsaw North
Oxenwood Real Estate co-founders Jeremy Bishop and Stewart Little explain why they are tracking tenant demand into urban logistics and continental European markets
Wildlife Aerial, Dallas
Assets in densely populated and infill locations should provide the most resilient value and vigorous growth for US logistics investors, say Crow Holdings’ Ben Doherty and Ken Valach
Mapletree Logistics Hub Tsing Yi
Chua Tiow Chye, deputy group CEO of Mapletree Investments, explains why logistics real estate will continue to be a large part of the $42bn real estate company’s growth as it expands globally
GSI 7026 4
With elective acquisition and intensive asset management, capital providers can make attractive returns in German logistics – even amid tight land supply and waning cap rate compression, argues GARBE Industrial Real Estate’s CEO Christopher Garbe
Europe
Mark Cartlich CBRE’s senior director, industrial and logistics, EMEA capital markets, casts an eye over the region’s recovery.
Kering Group
Distribution hubs in Europe are getting larger, more sophisticated and costlier, presenting an evolving set of challenges for capital providers and developers, say LCP’s James Markby and Kristof Verstraeten, and Invesco’s Tom Emson.
Johnny Horgan, the managing director of BidX1, a property trading platform, explains how the rise of a digital marketplace is a value-add to investors and managers.
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