Colin Godfrey, chief executive of Tritax Big Box REIT, one of the busiest investors in industrial in the UK in recent years talked to CoStar News at the Mipim conference in Cannes about a market that has faced a first hit to the boom period for some time in the past six months.
Godfrey talks about a year of two halves in 2022, with a rapid repricing downwards in the second part, but from a very high and strong position. And he focuses on the continued underlying strength of the sector.