"Global investment in industrial and logistics real estate rose by 6% over the year, though momentum softened towards year‑end."

"Economic outlook: After a year of turbulence, economic conditions point to growth in the industrial and logistics sector"

"The pandemic put the importance of a stable supply of semiconductors to modern economies in stark relief. Additionally, as geo-political tensions have risen and threatened global supply chains, most developed economies have introduced policies aiming to bolster their domestic semiconductor production"

"The link between manufacturing activity and demand in the industrial and logistics market is well-explored and self-evident. As long-term demand for manufactured goods rises, manufacturing occupiers will expand their real estate footprints to increase capacity"

"It is challenging to give an accurate estimate of the occupational footprint of the industry in terms of logistics..."

"In conclusion, the potential growth of the semiconductor sector could become a not-insubstantial tailwind for the logistics real estate market and broader economy"