Insights
Research-led guides on industrial and logistics real estate investment across Europe, the UK and the United States. Yields, rental growth, market outlooks, asset classes and deal structuring.
- How to Invest in European Logistics Real Estate — A step-by-step 2026 guide to investing in European logistics real estate: markets, yields, structures, sourcing and underwriting for institutional and private capital.
- Industrial Real Estate Cap Rates Explained — What cap rates mean in industrial real estate, how they are calculated, current 2026 ranges by market, and how professional investors use them to price warehouse and logistics assets.
- Off-Market Warehouse Deals: How They Really Work — How off-market industrial and warehouse transactions are sourced, priced and closed in Europe. A practical explanation for investors and asset owners considering a private sale.
- UK vs Poland vs Germany: Logistics Market Comparison 2026 — A 2026 side-by-side comparison of the UK, Polish and German logistics real estate markets: yields, rents, occupier demand, vacancy and investor liquidity.
- Last-Mile Logistics: The Investor Guide — Everything investors need to know about last-mile logistics real estate: definition, yields, occupier demand, ideal locations and how to underwrite urban warehouses.
- Grade A Warehouse Investment Checklist — A due-diligence checklist for investors buying Grade A logistics and warehouse assets in Europe, covering building specification, lease, covenant, ESG and exit-strategy criteria.
- Industrial Yields in Europe: 2026 Outlook — A 2026 outlook on European industrial and logistics real estate yields: current pricing, forecast direction by market, rate environment, capital flows and where investors are deploying.
- Why Industrial Real Estate Outperforms Office and Retail — Data-backed thesis on why industrial and logistics real estate has consistently outperformed office and retail over the past decade — and why the outperformance is likely to persist.
- European Warehouse Rental Growth Outlook 2026 — Prime logistics rents across Europe are still growing above CPI in 2026. Here is the market-by-market outlook, the demand drivers behind it, and what it means for investor underwriting.
- Build-to-Suit vs Speculative Warehouses: An Investor Framework — Build-to-suit or speculative development? A practical framework for logistics investors weighing pre-let certainty against speculative upside in 2026 European markets.
- Data Centre vs Logistics Real Estate: Where Should Capital Go? — Data centres and logistics are the two dominant alternative real estate sectors in Europe. A comparative framework covering yields, liquidity, capex intensity and risk profile for institutional investors.
- ESG and Green Warehouse Investment in Europe — How ESG credentials — BREEAM, LEED, EPC ratings and solar PV — now drive rental premium, tenant demand and financing terms across European logistics real estate.
- How Nearshoring Is Reshaping European Industrial Property — Nearshoring of manufacturing and supply chains is one of the most durable demand drivers for European industrial real estate in 2026. Where the capital is going, and what it means for investors.
- UK Industrial Property Market Outlook 2026 — A 2026 outlook for UK industrial and logistics property: big-box take-up, mid-box demand, prime rents, vacancy and investor yields across the Golden Triangle and regional markets.
- Germany Logistics Investment Guide — An investor guide to Germany's logistics real estate market: top-5 hubs, prime yields, transaction volumes, and how to enter the deepest industrial market in continental Europe.
- Poland Warehouse Market: Investor Guide — Why Poland is the CEE logistics gateway: sub-market breakdown, prime yields, occupier mix and where cross-border capital is deploying in Warsaw, Upper Silesia and Central Poland.
- US Industrial Real Estate vs Europe: A Cross-Border Comparison — A cross-border comparison of US and European industrial real estate: cap rates, lease structures, tenant covenant, market depth and where global capital is allocating in 2026.
- Last-Mile Logistics Real Estate: Investor Playbook — Why last-mile logistics is the tightest sub-sector in European industrial: yields, rents, urban infill supply and how investors underwrite scarcity value in top cities.
- Cold Storage Warehouse Investment in Europe — How investors approach European cold storage: yield premium, tenant profile, capex intensity, energy strategy, and why temperature-controlled logistics is a specialist compounding trade.
- Industrial Sale-and-Leaseback Strategy for Owner-Occupiers — How industrial sale-and-leaseback transactions work in Europe: pricing mechanics, covenant strength, lease structuring, and why owner-occupiers use them to unlock trapped capital.
- How Institutional Capital Allocates to European Logistics — How pension funds, insurance capital and sovereign wealth investors allocate to European logistics: allocation size, structures, geographies and 2026 investment intentions.