Kevin Mofid, Head of Industrial & Logistics Research at Savills, joins me on the People Property Place Podcast ๐๏ธ 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:
ยท Kevin's unconventional path into real estate, and his pivotal early career moves
ยท The evolution of research from a back-office function to a front-line, strategic, in demand tool
ยท What the UK logistics data is really showing, and why build-to-suit deals are under pressure
ยท Rising vacancy in a market with strong demand, and what that disconnect tells us
ยท Speculative development trends, and how they're shaping short-term supply risks
ยท Why second-hand stock is growing fast, and how much of it is actually usable
ยท The real drivers of industrial demand, and why retail still dominates
ยท Nearshoring, reshoring, and how they are reshaping long-term European strategy
ยท Rental growth that's defying historic vacancy relationships, and why
ยท The evolving role of AI in warehousing and supply chain decision-making
ยท Why smart investors are prioritising supply-side data over demand forecasts
ยท Kevin's take on the biggest risk facing the sector today, and the data point he's watching most closely
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