Kevin Mofid, Head of Industrial & Logistics Research at Savills, joins me on the People Property Place Podcast 🎙️ this week.
We discuss his journey into real estate, the evolution of research in the sector, and key insights into the UK and European logistics markets.
Kevin shares his data-driven view of market trends, rental growth dynamics, build-to-suit versus existing stock, and the increasing importance of supply-side fundamentals when making investment decisions.
If you're active in the industrial or logistics real estate market across the UK & Europe, and you're interested in data-driven decision-making, or the forces shaping demand and supply in the sector, this episode is for you.
Key Topics Covered in This Episode:
· Kevin's unconventional path into real estate, and his pivotal early career moves
· The evolution of research from a back-office function to a front-line, strategic, in demand tool
· What the UK logistics data is really showing, and why build-to-suit deals are under pressure
· Rising vacancy in a market with strong demand, and what that disconnect tells us
· Speculative development trends, and how they're shaping short-term supply risks
· Why second-hand stock is growing fast, and how much of it is actually usable
· The real drivers of industrial demand, and why retail still dominates
· Nearshoring, reshoring, and how they are reshaping long-term European strategy
· Rental growth that's defying historic vacancy relationships, and why
· The evolving role of AI in warehousing and supply chain decision-making
· Why smart investors are prioritising supply-side data over demand forecasts
· Kevin's take on the biggest risk facing the sector today, and the data point he's watching most closely
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