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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.

Kayne Anderson on how light industrial’s transformation is taking shape

While the sector remains difficult for institutional investors to navigate, outsized returns are attracting attention, say Kayne Anderson’s Al Rabil and Nishant Bakaya.

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.

Lincoln Property Company: Small-bay tenants are industrial’s unseen engine

Multi-tenant infill industrial offers resilience, stability and rent growth across market cycles, according to Lincoln Property Company’s Gary Kobus and Tom Kuhlmann.

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.

DNE Group on how times are changing for Chinese logistics

Asia’s largest logistics market has had a rough ride, but with development pipelines declining and demand rebounding, premium assets are there for the taking, says DNE Group’s Keaton Yu.

BKM Capital Partners on how smaller industrial spaces offer bigger returns

A surge in small-bay demand is reshaping industrial real estate and pushing capital toward operationally intensive platforms, says BKM’s Brian Malliet.

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.

BREEAM: Data is rewriting real estate’s sustainability playbook

BREEAM’s Breana Wheeler and Tom Wilson say investors are demanding proof over promises as whole-life carbon, granular performance data and brown-to-green strategies reshape risk.