Core Plus European Logistics strategy
Overview
As a result of ongoing e-commerce growth and supply chain adaption, there is unprecedented occupier demand for modern logistics space across Europe. Firms are increasingly opting to nearshore and reshore their production and manufacturing, which requires higher levels of inventory storage, and there has been a structural pivot toward higher-quality space that can fulfill additional requirements around automation, sustainability, and energy efficiency. Such space is in limited in the market, and with the supply pipeline falling substantially over the last year, this supply-demand imbalance will only become more acute.
Investors can take advantage of recent outwards yield shift to acquire top tier, ESG-enabled, prime logistics inventory in locations with favourable macroeconomic fundamentals that optimally position the assets for future rental growth and yield compression.
Core Plus European Logistics strategy
Core plus logistics strategy offering investors exposure to strong European markets including the Netherlands, France, the Nordics and Germany while capitalising in the recent correction of yields in prime stock across Europe and continued anticipated strong rental growth through indexation and market rents.
