Structural tailwinds outweigh challenges for logistics sector

Although 2021 and 2022 were two good years for the logistics market and demand for the sector continues, the supply picture is changing said Dirk Sosef, Head of Research & Strategy at logistics specialist CTP.

Construction volumes are decreasing, construction starts are reduced and there is a new equilibrium in the market.

Overall, low vacancy rates can still be expected but there are many challenges, but particularly predictability. “When I talk with clients it’s challenging for them sometimes,” he said. “What are the right stock levels after Covid, after all the disruption we have seen in the market?”

There is also a lack of predictability on permitting. However, sentiment in the sector continues to be positive because this transitionary phase continues to be backed by structural tailwinds.

Please click on the video above to watch the full interview or listen to the podcast below.