Inflation, rising interest rates, the war in Ukraine and the energy crisis in Europe are pressuring the global economy and creating a volatile macro environment. Real estate investment managers must examine how these headwinds affect their decision making and logistics investment strategies. Identifying and understanding the key trends shaping the industrial real estate landscape will be essential to success in 2023 and the long term.

Many broader structural trends have been accelerated by the pandemic — from shifts in consumer shopping habits and increasing demand for fast delivery to the need for modern logistics space in the right locations to enable transportation-efficient and resilient supply chains.

Investors should keep in mind four key logistics trends globally: ecommerce, sustainability, geographic positioning and innovation.

Infrastructure to support ecommerce

COVID-19 supercharged ecommerce’s growth. Consumers shifted the