The Global Industrial Sector (R)evolution

The logis­tics and indus­tri­al sec­tors are both ben­e­fit­ing from sec­u­lar demand, although the dri­vers have shifted. 

Where glob­al­iza­tion once expand­ed indus­tri­al mar­kets, prox­im­i­ty should now define them. In its lat­est Per­spec­tives paper, Hines Research explores where investors may find the most promis­ing prospects in this evolv­ing landscape.

Key takeaways include:

1. Glob­al eco­nom­ic shifts, includ­ing tar­iffs, are dri­ving an already estab­lished trend of increased intra-region­al trade, sup­port­ing new cor­ri­dors of demand for trans­port logis­tics nodes.

2. A con­ver­gence of needs con­tin­ues to dri­ve indus­tri­al sec­tor inno­va­tion in infill, shal­low bay ware­hous­ing; third-par­ty logis­tics; data cen­ter and data cen­ter-relat­ed require­ments; as well as larg­er for­mat build-to-suits and rede­vel­op­ments.

3. Re/n­ear-shoring is real and increas­ing, but stag­gered, and with an uneven impact by sub-region. As indi­vid­ual mar­kets adapt to struc­tur­al change, rents and val­ues are stabilizing.

Read the full whitepa­per now.

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