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70: Real assets: Urban logistics has made the industrial sector exciting again
E-commerce has changed the way we shop in a rapid space of time, growing at an annual average of 17% according to ONS calculations. But our demand for quick, reliable delivery has driven up the demand for logistics-capable properties closer to urban centres and this has reinvigorated the once ‘steady and dull’ industrial real assets sector. Prologis estimates that e-commerce logistics requires three times the floorspace of conventional logistics – a clear opportunity for investors’ capital.
But investors piling into the urban logistics trend risk overpaying. A careful consideration of both…
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