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Sign in Sign up for a FREE subscriptionInvestor views on Europe’s logistics sector
Ecommerce trends have benefited the logistics sector for years, with the pandemic only accelerating growth in the sector and investor interest in their quest for safe-haven assets. But geopolitical concerns, ongoing supply-chain issues and modernization needs continue to weigh on the sector. Given this, how can investors attain upsized risk-adjusted returns in the space?
These issues were addressed in a recent virtual roundtable with institutional investors, consultants and investment managers held by Institutional Real Estate, Inc. on the European industrial and logistics sector. The in-depth strategy session was moderated by Reno Sio, managing director, Asia Pacific, at IREI.
Key highlights:
Most LPs have underweighted Europe since last year but are increasingly interested to see how things turn out. European real estate is about 20 percent to 30 percent of LP portfolios, of which at least half is industrial and logistics. A lot of Asian and Eur