Already in high demand as a sector for investors, the current crisis has created an even sharper focus on global logistics and especially e-commerce and the future shape of supply chains.
Consumer habits have been forced to change dramatically with e-commerce as the only option for many in terms of all forms of retail, not least grocery and food. Businesses are also being forced to take a hard look at how they operate, both in terms of challenges from geographic dependencies within their supply chains, potential alternative options, and greater focus on technology and innovation in terms of business models.
Looking forward, technology and innovation have been drivers of growth in e-commerce and logistics. How are supply chains changing? Is change being accelerated because of the current health crisis? What is the impact of robotics, big data, driverless lorries, drones, artificial intelligence and other innovations on the sector?
What does this mean for the logistic real estate sector? Is the current high demand for e-commerce set to continue beyond the immediate health crisis? Is this across all retail sectors? To meet demand will operators increase warehouse capacity and focus more on proximity to their customers - both B2B and B2C? What are operators looking for now and what does this mean for locations?
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