
Spotlight: European Logistics Outlook – Q3 2025
"Has a subsequent year of shocks in the economy further delayed a recovery in the industrial and logistics sector?"
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"Has a subsequent year of shocks in the economy further delayed a recovery in the industrial and logistics sector?"

"Looking ahead, if we assume that employment keeps pace with the increase in expenditure, we can calculate estimated employment growth based on the increase in defence spending as a percentage of GDP"

"Employment growth is set to drive significant expansions in industrial and logistics demand"

"Given the potential flow of demand over the next decade, which regions can expect to see a rise in take-up? Like many manufacturing industries, the defence sector benefits from significant agglomeration economies. To examine this, we can look at breakdowns of employment by region"

"Sam Quellyn Roberts, Director of EMEA Industrial & Logistics – Occupier Markets, discusses the complex needs of modern defence occupiers and the difficulty in fulfilling these requirements"

"The impact of rising defence spending will have far-reaching consequences on UK and European property markets"

"From assembly lines to supply lines: What does increased defence spending mean for the industrial and logistics sector?"

"Base rate falls will see consumer sentiment improve, which in turn will aid retail sales volumes"

"While the European economy continues to struggle under the strain of tight monetary policy, there are signs of stabilisation in both the occupier and investment markets"

"With Europe’s economy continuing to struggle it’s increasingly clear that any sustained recovery in the occupier market is unlikely to begin until 2024. With that said, leasing activity is in line with its pre-pandemic levels, and we have seen a slight uptick in investment volumes this quarter. With interest rates expected to peak in late 2023, we may start to see further activity as prices stabilise"