CBRE+2023爱尔兰物流信心指数-52页_5mb

Latest Market Trends & Occupier Insights

Confidence Index

• Logistics confidence slightly declined to 52.1 in 2023, reflecting cautious optimism despite economic uncertainty.
• Manufacturers & retailers are more optimistic, reaching their highest confidence level since 2017 (index score 53.0).

Key Findings

1. Market Outlook

   • Dublin logistics demand remains strong due to acute undersupply.
   • Prime rents and capital values are at all-time highs, with prices reflecting tight market conditions.

2. Broader Economic Drivers

   • Ireland’s GDP grew strongly in 2022, boosted by manufacturing.
   • Inflation is moderated by easing input cost pressures, particularly energy and freight.

3. Brexit Challenges

   • Ongoing trade disruptions remain, with 45% of companies reporting operational delays.
   • Recruitment and sustainability certifications (e.g., LEED Gold/BREEAM) are key concerns for logistics providers.

4. E-Commerce Growth

   • Online sales contributions have normalized after pandemic surges.
   • Fulfillment challenges stem from labor shortages and urban logistics constraints.

5. Technology Adoption

   • Supply chains are increasingly technology-driven, focusing on operational efficiency, reverse logistics, and cost control.

6. Sustainability Focus

   • Property initiatives (e.g., green energy, LEED Gold) and employee wellness programs are key for meeting ESG targets.
   • 77% of companies support green building by 2030, driven by government regulations and customer pressure.

7. Future Growth Opportunities

   • Companies prioritize international expansion, workforce training, and supply chain collaboration.
   • Logistics operators are investing in green energy and sustainable facilities like timber-frame buildings.

8. Challenges

   • Skills shortages (drivers, warehouse staff) and fragmentation caused by Brexit are primary concerns.
   • Rising energy costs and property ownership remain significant barriers to profitability.

Closing Note
Despite headwinds like energy costs and skills shortages, 65% of respondents plan significant capital expenditure in 2023, signaling resilience and growth ambitions.