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CONTRIBUTORS

Indraneel Karlekar, Ph.D

Global Head of Research and Strategy, Clarion Partners

Bruno Berretta

Head of Research, European Markets

Clarion Partners

Preview

The European logistics sector has navigated a period of significant adjustment over the past few years. Looking ahead, we see signs that the sector is at an inflection point—be it economic growth, stabilizing occupiers and the demand for modern stock.

The most notable shift is in the demand for modern product with higher specifications which are increasingly required by tenants and their changing distribution requirements. We believe modern product will be the cornerstone of a successful logistics real estate strategy, particularly in the context of rapid technological advancements and evolving ESG standards.

Whilst it is near impossible to time market cycles, in this paper, we believe there is compelling data to suggest that meaningful opportunities are beginning to present themselves to investors looking to add or build logistics exposure in Europe.

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