As part of their review of the market, this week Bull and Bear turn their attention to the booming Industrial Sector.
Key Highlights
- The spread between Industrial and Retail performance in Q4 2020 was the largest in IPD/MSCI history.
- There is an estimated 67 sq. ft. of warehouse space for every home in England.
- Amazon delivered 66% of their own parcels in the US in 2020. Expect the UK to follow suit.
- The price of structural steel has risen by 40% since the summer of 2020.
- Secondary industrial assets will only remain attractive if investors know how to handle the environmental issues.