
Spotlight: European Logistics Outlook – Q4 2024
Contains 3 articles"A slowly improving but fragile economic situation should support the recovery in the investment market, while there are signs that the occupiers market may be reawakening"

"A slowly improving but fragile economic situation should support the recovery in the investment market, while there are signs that the occupiers market may be reawakening"

"Looser monetary policy is fanning the embers of Europe’s industrial and logistics markets"

"Falling vacancy rates and rising investment volumes are bright spots in Europe’s Logistics market, even as leasing activity remains in the doldrums."

"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? "

"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"
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"We are in a strong occupier market, with low vacancy rates and rental growth at a moderate pace. The market is preparing to come back stronger in a more stable and sustainable way once there is more clarity on prices and prime rates."

"Historically low vacancy rates are insulating rental growth against a cool-down in the occupier market and wider economy"