Europe

IPUT: Dublin’s warehouse supply crunch is under way

With demand far outstripping supply, a structural shortage is fueling rental growth well above the European average, according to IPUT’s Niall Gaffney.

Macquarie on logistics real estate’s transition as global markets reset

Vacancy shifts, land scarcity and automation pressures are reshaping markets around the world, say Macquarie Asset Management’s Julia Huang, James Bechely-Crundall and James Besson.

Aberdeen Investments: Resilience drives European industrial demand

Policies aimed at shoring up crucial regional supply chains will boost demand and returns for investors in the sector, says Aberdeen’s Craig Wright.

Mapletree on how European logistics is gaining momentum

Structural demand drivers and focus on supply-chain resilience are reinforcing investor confidence for modern logistics assets in core locations, says Mapletree’s Ralph van der Beek.

MARK Capital on future-proofing last-mile logistics

Asset granularity is key for investors seeking returns in European logistics markets, explain Crossbay’s Marco Riva, Marcus Meijer and Michelle Doran.

L&G names global co-heads of real assets, bolstering its global ambitions

The UK firm picked the executives from a recently acquired US-based firm.

ABP plans additional partnerships to meet €5bn Dutch housing goal

The Dutch pension fund has committed a further €550m to its mandate with CBRE IM to build affordable homes in its domestic market.

Stoneshield holds €400m first close for fourth opportunity fund

The manager has secured 40% of its capital target within two months of launching the Southern Europe-focused fund.

StepStone launches core/core-plus real estate platform

The New York-based private markets investment firm has hired a longtime UBS executive to lead the global business.

Private real estate grapples with AI bubble risks

Managers and investors alike are taking precautions to insulate themselves from a market crash.