Contrasting trends in the logistics and industrial real estate markets

While investment in the logistics and industrial real estate market is on the rise, take-up is on the decline. In fact, over €1.5 billion was invested in the logistics and industrial property market in the first half of 2024, representing an annual increase of 27%. "The upturn in activity seen in the first three months of the year was confirmed in the 2nd quarter, with over €800 million invested," observes François-Régis de Causans, I&L Investment Director at CBRE. "This renewed dynamism reflects the return of investors to the I&L segment, which is benefiting from repricing that has largely been completed. The I&L asset class thus accounts for an unprecedented market share, with 37% of commercial property investments in the first six months of the year".