A profit warning last year from industry giant Amazon, outward shifts in yields, repricing led by the UK and slowing demand for e-commerce have all impacted investor sentiment in the logistics space. CoStar News catches up with Colin Godfrey and Phil Redding of Tritax find out why low vacancy rates, enduring demand from operators that continues to outstrip supply and superior rental growth vis-à-vis other sectors show there is still room for optimism.
What’s In Store for Big-Box Logistics in 2023?
Colin Godfrey and Phil Redding of Tritax Talk About Whether Amazon Is Really Scaling Back or Getting Smarter, the Effect of Rising Rates, Valuations and Why Demand for Operators Will Continue To Outstrip Supply
By Sharon Smyth
CoStar News
January 19, 2023 | 1:45 P.M.
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