RealCast: Logistics and infrastructure power ahead

Judi Seebus, Nicol Dynes and Dan Innes join Richard Betts to analyse the week's real estate headlines including:

 

• Prologis releases positive 2nd quarter figures
• LCP completes largest pre-let logistics development in Europe and sells to DWS
• UK Office for National Statistics (ONS) data better than expected for retail
• UK ONS data shows record levels of e-commerce
• Speculative development in logistics returns with Verdion in Germany 
• BNP research on retail in Poland more positive than expected
• Opportunity highlighted for retail and office in smaller cities post-Covid 
• AXA Investment Management raises €1bn infrastructure debt fund
• Azora sees opportunities in renewable energy
• Flexibility in operational real estate 
• Real Capital Analytics - 1H 2020 data preview