In the ever-changing European real estate landscape, light industrial properties have emerged as a strategically asset class. With their flexibility, multi-tenant structures and proximity to urban centres, these assets are a compelling addition to diversified investment portfolios. At Swiss Life Asset Managers, light industrial real estate is a key pillar of our investment strategy, alongside logistics, life sciences and living – the 4L strategy, underscoring its long-term relevance and performance potential.
A strategic shift rooted in Germany The journey of focused light industrial real estate funds at Swiss Life Asset Managers began in Germany, where this asset class first gained traction. Recognising its strong track record and potential for stable income and adaptability, we launched the Swiss Life Real Estate Funds (LUX) S.A., SICAV-SIF – ESG European Industrial & Logistics fund in 2020. This fund expanded our investment scope to include not only light industrial properties but also the attractive logistics real estate sector. It marked a milestone, demonstrating that the combination of light industrial and logistics assets can deliver compelling returns while mitigating risk through diversification.
The fund’s 5.6% dividend distribution over the past 12 months catalysed our broader European strategy, expanding into France, the UK, Benelux and Switzerland. It combines stable income from multi-tenant industrial properties with the scalability of logistics, both supported by a shortage of modern space.
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