Juan Arias - Director of Market Analytics, CoStar Group The Built World

In this captivating episode, Juan delivers a comprehensive masterclass on the intricate dynamics of global supply chains, import tariffs, logistics, and their profound influence on industrial asset demand. Over a glass of Johnnie Walker Double Black, Juan adeptly unravels early indicators of industrial trends, revealing the nuanced interplay between capacity utilization, freight demand, and overall economic health. From container flows to the booming realm of e-commerce, Juan navigates us thr...