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Verdion on navigating the European logistics recovery

Stabilizing logistics markets and a recent lack of supply are providing new opportunities, say Verdion’s Simon Walter and Jonathan Harris.

Macquarie: Local knowledge cultivates global success

Macquarie Asset Management’s James Kemp and Brendan Jones explore the opportunities for enhanced returns in the logistics sector.

Dalfen Industrial: E-commerce is reshaping industrial real estate

Logistics has moved from low cost to high value, and is shaping the future of cities, says Sean Dalfen, chief executive of Dalfen Industrial.

Opportunity, complexity characterize Europe, says abrdn

Fundamentals remain strong and investment activity is picking up, but specialist knowledge is crucial to unlocking performance, say abrdn’s Robert Cass and Tritax’s Henry Stratton.

Dream Industrial: Inside urban industrial, a study in resilience

Further rent growth is likely across this highly in-demand sector, suggests Dream Industrial’s Alex Sannikov.

ICG Real Estate: The corporate credit route to urban logistics

Sale-leaseback transactions provide investors with access to high-quality logistics assets at beneficial pricing, say ICG’s Greg Minson, Chris Nichols and Adam Golebiowski.

Crow Holdings Capital: Industrial remains hot amid macro shifts

Supply crunch, e-commerce growth keep real estate in high demand, say Crow Holdings Capital’s Matthew Colter, Michael Balcom and Kelsea Alexander.

CapitaLand Investment: Opportunities abound in a maturing credit market

Real estate private credit has region-wide potential in Asia-Pacific, but requires local expertise to succeed, say Arjun Pandit and Nick Jacobson.

BKM Capital Partners on the rise of small-bay industrial

A value-add approach to small-bay industrial properties can harness secular changes in the US economy, say BKM Capital Partners’ Brian Malliet and Brett Turner.

PAG on real estate lending in the world’s most diverse market

Navigating risks effectively across Asia’s diverse economies requires skill, experience and teams on the ground, says PAG’s Chris Gradel, as not all markets are created equal.