Driven by several underlying trends, the segment is establishing itself as a promising defensive asset class and there is a premium on small-scale logistics.
The emergence of mega-warehouses along busy motorways reflects one trend that the pandemic has not overturned: the growth of logistics real estate. This momentum is strong enough to demonstrate the segment’s defensive qualities and see it added to portfolios invested in the real economy.
Although international commerce is slowing, logistics assets are benefiting from the structural intensification of trade in goods. This stems from both globalisation and reshoring (or deglobalisation), where supply chains are repatriated to European markets.
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