We see an opportunity not seen since the great financial crisis (GFC) unfolding, with current metrics aligning to allow for similarly lucrative opportunities in the near term for those investors willing to take calculated risks despite the lack of an “all clear” sign.

Open storage, or industrial outdoor storage (IOS) as it is also commonly referred to, is on the rise in Europe. In the past, open storage would be used to house machinery and large vehicles, for example. Now, however, companies need more space to keep delivery vans or EV charging facilities, which is ideally positioned close to their current warehouses. This means IOS is being driven by many of the same fundamentals as traditional logistics.

The office sector has faced a torrent of bad news the past few years and lost its appeal for many investors. But the really bad news has been coming mostly from the United States and Europe. Asia Pacific office? It is not nearly as bad and has more positive trends going forward.