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