Years after macrotrends made the logistics sector a portfolio darling for institutional investors, what do current fundamentals look like? Can investors still be rewarded by their investments?

These and other questions on investment in the logistics sector globally were addressed in a recent virtual roundtable with institutional investors and investment managers. The in-depth strategy session, hosted by Institutional Real Estate, Inc, was moderated by Reno Sio, managing director, Asia Pacific, at IREI.

United States: The past five-plus years have seen healthy performance from the industrial/logistics sector given strong underlying fundamentals, new supply coming in and increased interest rates during the past few years. The question becomes: Will there be stagnation with returns?

Past projections that there would be a slowing of the lease-ups and rental growth that supported aggressive underwriting have not come to fruition. The sector is still