All Industrial articles
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White papersRe-imagining value-add real estate: How energy is reshaping European logistics
The energy transition is creating a growing convergence between infrastructure and real estate investing. While infrastructure investment focuses on expanding and decarbonising energy supply, improving the efficiency of existing buildings addresses the other side of the equation by reducing demand. As energy costs rise and power becomes increasingly constrained, reducing energy demand is creating a new source of value within real estate.
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White papersU.S. Real Estate Sector Report
Stay ahead in real estate with our U.S. sector report. Discover market trends, sector performance, and future forecast now.
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White papersEurope Real Estate Sector Report
Navigate the complexities of the real estate market with our Europe sector report. Key outlooks and conditions at your fingertips
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White papers(Re-)Industrial Demand Drivers
In the latest issue of the AFIRE Summit Journal, Lincoln Janes explores the reindustrialization of the U.S. economy, examining how reshoring, AI infrastructure investment and increased defense spending are creating new sources of industrial real estate demand.
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Asset Manager NewsEdmond de Rothschild REIM launches new value-add strategy for European light industrial & logistics and appoints Niek van Genugten as Fund Manager
The strategy will target light industrial assets, which offer a yield premium over big-box logistics while benefiting from structurally constrained supply and greater reversion potential. The core principle is to generate alpha through active asset management delivered by local teams across strong European markets.
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Asset Manager NewsCharter Hall secures new capital partnership with Tokyo Tatemono and UBS Asset Management
Charter Hall Group is pleased to announce it has established a new investment partnership with Tokyo Tatemono Co. and UBS Asset Management, on behalf of their clients, for a portfolio of high-quality Industrial & Logistics assets across Australia’s east coast with an end value of $1.2 billion.
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White papersBeyond the rate cycle: A new era for global real estate
Global real estate is entering a new era following a significant repricing driven by higher interest rates. While valuations have adjusted, property market fundamentals in many sectors are strengthening, and early signs of a recovery have emerged across global markets. Against this backdrop, investors are increasingly focused on income generation and long-term rental growth rather than relying on falling interest rates to drive returns.
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Asset Manager NewsMapletree targets total investment value of US$2.1 billion for its Emerging Asia logistics development strategy, secures US$500 million in commitments for first close
Mapletree Investments Pte Ltd (“Mapletree” or “the Group”) has secured over US$500 million in equity commitments for the first close of its Emerging Asia logistics development strategy.
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White papersMapping the U.S. Manufacturing Buildout
Two distinct forces have helped boost demand for industrial real estate in the U.S. The first is a cyclical recovery in occupier demand from traditional industrial users, including goods manufacturers and e-commerce and retail companies.
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White papersU.S. Real Estate: Powering Through Uncertainty with Caution
Real estate fundamentals strengthened in the second quarter as resilient demand and lower levels of new supply outweighed headwinds from economic uncertainty, slower demographic growth and resource constraints.
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White papers2026 Midyear Real Estate Outlook
As we noted in our outlook earlier this year, real estate and economic conditions remain bifurcated across the U.S. Some markets and sectors continue to generate healthy tenant demand but face elevated availability; others have limited space and stronger growth.
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White papersIndustrial outdoor storage moves toward the institutional inner circle
Private real estate credit managers seeking to diversify their investments in alternative sectors are primed for more in the industrial sub-category.
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Asset Manager NewsMapletree Launches First China Logistics Renminbi Fund with China Life Capital
Backed by international insurance companies, the RMB1.5 billion fund reflects institutional confidence in China’s logistics sector
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Asset Manager NewsEdmond de Rothschild REIM makes a new acquisition in England
Edmond de Rothschild Real Estate Investment Management (REIM) has acquired a commercial building in England, United Kingdom, on behalf of a diversified pan-European strategy, for £6.4 million.
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White papersThe state of commercial real estate
This article draws on insights from our Commercial Real Estate Debt Advisory Group, which brings together senior Wellington investors and strategists with 300+ years of combined experience across public equity, public credit, private credit, structured credit, and macro research.
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White papersCommercial Observer: Bob Fordi Profile, June 2026
Realterm under CEO Bob Fordi has in just the last few years become the leader in transportation logistics real estate
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Research ReportResilient U.S. transaction volumes: +15% YoY in May
Real Capital Analytics’ newest data shows U.S. commercial real estate transaction volumes increasing, with headline volumes rising +15% YoY to $42bn. Equally notable, April 2026 was revised meaningfully higher, narrowing that month’s YoY decline to -14%, from -33% previously. As a result, 2Q26-to-date volumes now stand at +0.8% YoY, and YTD volumes are tracking ~20% ahead of the same period last year.
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White papersFinding resilience in mid-market industrial & logistics real estate
Various major geopolitical and macroeconomic shocks over the last decade have had significant knock-on effects for the European real estate market. Theo Soeters, Head of Fund Management at Edmond de Rothschild REIM…
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