In a sponsored report published in the May issue of Institutional Real Estate Europe, Affinius Capital contends that despite some temporary delays brought about by a volatile investment landscape, the long-term structural demand drivers for European logistics remain strong amid tightening supply, and that demand is evolving to prioritise newer, higher-quality assets to ensure operational resilience.
“Taken together, these trends suggest that macro disruption is reshaping the composition and focus of logistics demand without materially undermining the underlying investment case …. This environment … favours investors with land and the ability to deliver modern product, local market insight and hands-on asset management — those who can deliver and operate assets that align with occupiers’ evolving priorities …. history demonstrates that those prepared to adapt and innovate will not only weather turbulence but thrive in it.”
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