The markets set to provide the greatest value opportunities for European industrial and logistics investment in 2024 include France and the Netherlands, both of which have seen rental growth above 30 percent since first quarter 2022, according to Savills.
Savills analysis looked at yield movements and rental growth to identify those markets with the greatest potential for yields to tighten. Markets that have demonstrated sustained positive rental growth in the post-pandemic era are likely to garner significant interest from investors. As well as the Netherlands and France, this includes locations such as the Czech Republic, Belgium, Denmark and Dublin where the vacancy rate remains below 3 percent. These locations have all seen rental growth in excess of 10 percent during the period between first quarter 2022 and third quarter 2023 and are likely to see rents continue to rise in 2024.
“With the current cycle of tightening monetary policy seemingly coming to an end in
