The case for U.S. & EU industrial real estate

The industrial sector has become a global favorite amongst institutional investors as large structural shifts already underway accelerated during the pandemic. 

The rapidly increasing adoption of e-commerce, driven by demographic shifts, technology, and shifting global trade dynamics, has remained a steadfast driver of industrial demand and led to a higher share of institutional investor allocations to the sector (Figure 1). Notwithstanding some near-term challenges and regional differences, Clarion Partners believes industrial real estate will remain a compelling long-term investment opportunity across the EU and the U.S. 

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Supporting documents

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