Geopolitical upheaval, the economic crisis and the reconfiguring of global supply chains have changed the Logistics sector. What is the outlook for what has proved to be a resilient asset class? What are the key short and medium term trends driving the logistics market? Are the fundamentals of the market as strong as they used to be? What are the main challenges?
Have prices become too high? How is the near-shoring trend affecting the sector? Which countries are set to benefit the most? How have values been influenced by the rapid rise in interest rates? What do you expect in terms of yields? How much of a problem is competition for assets and land? Is there more of a focus on bigbox or urban logistics? What are the main differences between markets? In which countries is scarcity of product becoming an issue? What and where are the best opportunities in the markets right now? Technology and innovation have been drivers of growth in e-commerce and logistics. What is the impact of automation, robotics, big data, driverless lorries, drones, artificial intelligence and other innovations on the sector? As consumers' demands increase, how can companies deliver more last-mile centres? What do occupiers want? Has demand for e-commerce reached its high point?
These and other questions will be answered by our panel of experts.
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