Společnost BNP Paribas Real Estate nabízí svůj pohled na to, jak se vyvíjelaa evropská ekonomika a trh s logistickými nemovitostmi v roce 2017 a jak tomu bude v roce 2018.
Evropský trh s logistikou: zpráva o nemovitostech
Jaké jsou hlavní závěry zprávy?
One thing that is outstanding is the level of investment across all countries. In the three biggest countries; France, the UK and Germany historical records have been reached. It is important to take into account that last year we had more than €12 billion invested from a corporate deal so that’s about 30% of the total volume of investment. If we take France alone and take off the level of investment from corporate deals, we still have a 16% increase in investment in the country, and that’s the case in most European countries. Logistics is developing due to several drivers; e-commerce being one of them. This market is getting more mature and being included in the strategies of investors, a trend that five years ago was not as prominent.
Vincent Robion, Head of Research Logistics Europe
I believe the characteristics of the current cycle are unlike the previous cycle. Firstly, the occupier market fundamentals are very strong and are fuelled by growing e-commerce, with a robust outlook for continued growth in online sales. Secondly, the supply of new stock particularly on the speculative side is generally good. Thirdly, we have a deep investor market with a higher level of capital compared to the previous cycle and investors are genuinely less reliant on debt.I think no matter what happens outside of the logistics sector, out of all the asset classes, logistics will perform among the best. As consumers shop more online, occupier demand for logistics real estate will increase, which in turn will make investors feel incredibly safe investing in the sector as it provides a genuine underlying drive for expansion
Anita Simaza, Director European Logistics