
Spotlight: European Logistics Outlook – Q2 2024
Contains 3 articles"Economic conditions continued to improve in Q2 2024, with both the occupier and investment markets seeing quarterly growth, likely as a result of brighter outlooks"

"Economic conditions continued to improve in Q2 2024, with both the occupier and investment markets seeing quarterly growth, likely as a result of brighter outlooks"

"With economic conditions brightening, the investment market has demonstrated a marked improvement in the first quarter of the year, even as the occupier market remains muted"

"Which markets are set to outperform this year? "

"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"

"European Industrial Outdoor Storage investment expected to grow by 4.5%"

"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"

"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"

"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"

"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"