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BIG 202 - Logistics and the ZAN headache

Like the real estate industry and the economy in general, the logistics sector has been through a turbulent 2023, during which macroeconomic and geopolitical tensions have redefined the contours of its market. But if both investment volume and take-up have seen significant declines over the past year, could the asset class be ready for a rebound?
A 4* Mercure hotel with 89 rooms on the ground floor+7, owned by franchisees François and Marc Ducrocq, and a Memphis franchised American diner restaurant are just some of the mixed-use features on the Quai de Leith. - © JL Burnod
A 4* Mercure hotel with 89 rooms on the ground floor+7, owned by franchisees François and Marc Ducrocq, and a Memphis franchised American diner restaurant are just some of the mixed-use features on the Quai de Leith. - © JL Burnod
Business Immo
February 16, 2024 | 9:11 AM

Translated from French.

2024 edition of the Logistics Investment Barometer, based on a survey of 29 investors active in the French logistics real estate market, with assets under management totalling €474.17 billion, reveals that three-quarters of those surveyed expect to see a rise in headline rents this year, and that, whereas only 7% of respondents last year predicted an increase in the value of Class A warehouses, the figure has now risen to 27.6%.

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