"While the US$41.6 billion of investment in the global logistics sector was around 41% down on the year, it was nearly 10% above the equivalent Q2 level in 2019. Investors remain bullish on the long-term prospects for the sector, suggesting bust will not follow boom in the next 12 months"

"Investors are increasingly cautious when deploying capital into logistics, despite the fact that many institutions continue to openly back the sector"

"Mark Russo, Senior Director, Head of Industrial Research, North America, shares his views"

"The pandemic put the importance of a stable supply of semiconductors to modern economies in stark relief. Additionally, as geo-political tensions have risen and threatened global supply chains, most developed economies have introduced policies aiming to bolster their domestic semiconductor production"

"The link between manufacturing activity and demand in the industrial and logistics market is well-explored and self-evident. As long-term demand for manufactured goods rises, manufacturing occupiers will expand their real estate footprints to increase capacity"

"It is challenging to give an accurate estimate of the occupational footprint of the industry in terms of logistics..."

"In conclusion, the potential growth of the semiconductor sector could become a not-insubstantial tailwind for the logistics real estate market and broader economy"