Guest Writer
The industrial asset class has felt the full force of volatility over the past year, but it is not doom and gloom for investors, says Jim Martell.
The US light industrial property niche offers robust income and an inflation hedge at a challenging moment for the national economy, say BKM Capital Partners’ Brian Malliet and Harry Hedison.
Logistics and cold chain transformation, coupled with launch of C-REITs, are creating more exciting opportunities to be discovered, say DNE’s Sun Dongping and Keaton Yu.
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.
Investing in Asia-Pacific industrial and logistics real estate opens up opportunities in developing markets and burgeoning sustainable business lines, say ESR Group’s Stuart Gibson and Jeffrey Shen.
The journey to net zero is complicated, says Philippa Gill, EVORA’s executive director.
Despite interest rate movements pushing out yields, there is plenty of scope for creating value in European logistics as a developer/trader, say James Markby and Kristof Verstraeten.
More investors are looking to sell fund interests as the need for liquidity bites, writes James Jacobs, head of real estate for Lazard’s private capital advisory group.
Uncertain times could lead to more acquisitions of ‘mission critical’ real estate, writes Alistair Calvert, CEO of Clarion Partners Europe.