Spotlight: European Property Themes 2024
"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"
European logistics
Tagged Articles
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"
Spotlight: European Investment – Q3 2023 preliminary results
"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"
Spotlight: European Logistics Outlook
"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"
Spotlight: European Real Estate Logistics Census - Autumn 2023
"Savills European Real Estate Logistics Census outlines the challenges and opportunities facing Europe’s logistics occupiers, developers and investors"
Spotlight: Semiconductors and the logistics sector
Contains 4 articles"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"
Policy developments in the logistics sector
"The pandemic put the importance of a stable supply of semiconductors to modern economies in stark relief. Additionally, as geo-political tensions have risen and threatened global supply chains, most developed economies have introduced policies aiming to bolster their domestic semiconductor production"
Real estate impacts
"The link between manufacturing activity and demand in the industrial and logistics market is well-explored and self-evident. As long-term demand for manufactured goods rises, manufacturing occupiers will expand their real estate footprints to increase capacity"
Potential outcomes
"It is challenging to give an accurate estimate of the occupational footprint of the industry in terms of logistics..."
Key take aways
"In conclusion, the potential growth of the semiconductor sector could become a not-insubstantial tailwind for the logistics real estate market and broader economy"
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