"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"
"It is challenging to give an accurate estimate of the occupational footprint of the industry in terms of logistics..."
"In conclusion, the potential growth of the semiconductor sector could become a not-insubstantial tailwind for the logistics real estate market and broader economy"
"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"
"Vacancy at 6.25%, sheltered by a diminishing speculative pipeline"
"New build take-up accounted for 81% of the market as operational efficiencies and ESG increase in importance"
"Vacancy rate at 6.99%, yet still just 0.83 years’ of supply given past take-up"
"Vacancy rose to 6.10% yet is set to fall to 4.86% as under-offers complete"
"Vacancy at 6.17%, remaining below peak of 9.6% in 2019"
"Supply continues to rise, yet 38% is currently under offer"
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