Sectors

On the minds of industrial and logistics real estate experts

Industrial and logistics capital is turning more selective as pricing resets, supply tightens and long-term demand drivers reassert themselves, setting the stage for targeted opportunities.

Municipalities zoning out IOS fuels sector rent growth

As demand soars, cities are squeezing industrial outdoor storage out of urban cores, creating a supply crunch with ripple effects across global logistics.

Industrial investors turn to small bays for big plays

Institutional real estate investors seeking larger returns are jumping into the small-bay, multi-let industrial subset.

Resilience is the watchword as a new cycle begins for industrial and logistics real estate

Logistics investors anticipate abundant opportunities in a market that has reset, with demand being fueled by occupiers fortifying their supply chains against further disruption.

Great outdoors: Brookfield treks back into IOS with $1.2bn deal

The PERE Podcast highlights growing institutional appetite for exposure to outdoor storage portfolios, with insights from Realterm CIO Price Booker.

Lazard: Investor optimism underpins fundraising recovery

With investor sentiment improving last year, the picture for capital flows in 2026 looks brighter, writes James Jacobs, head of real assets for Lazard’s private capital advisory group.

Realterm on deconstructing IOS investments

Zoning limits and logistics demand are reshaping the industrial landscape, setting the stage for long-term outperformance in select property types, says Nathan Kane, head of research at Realterm.

Dream Industrial on powering industrial real estate’s next demand cycle

Trade, defense and energy spending are reshaping industrial demand as supply remains tight, explain Dream Industrial’s Alexander Sannikov, Bruce Traversy and Sjoerd Barmentloo.

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.