
Spotlight: European Logistics Outlook – November 2023
"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"
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"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"
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"Our latest quarterly reviews of global office and logistics capital markets explore the appetite for deal-making across key EMEA, North America, and Asia Pacific markets, amid a challenging macroeconomic environment"

"The logistics market can be characterised as one of long-term gain, short-term pain."
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"The prevailing narrative remains one of a normalising market that is still supported by longer-term structural tailwinds"

"Simon Smith, Regional Head, Research & Consultancy, Asia Pacific, and Katy Dean, Head of Research, Australia, share their views"
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"On Wednesday 11 October 2023 we held a webinar to discuss Semiconductors and the Logistics Sector."
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"The ninth edition of the "Logistics and Real Estate" study examines the new normal on the logistics property market and how sustainable the stability anchors of surplus demand and rental growth are for the market."

"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"
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"The resilient fundamentals and growth potential of the e-commerce industry offer a long-term positive outlook for the logistics market, which has led to the large upcoming supply. However, even sound demand is struggling to keep pace with the elevated supply in the market, and the industry also faces headwinds such as labour shortages and inflation. Although fundamentals remain strong, the market is likely to undergo a phase of adjustments for the time being."