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Real estate5 Apr 20265 min
Industrial real estate: the logistics tailwind isn't over
Nearshoring and e-commerce continue to underwrite demand for warehousing and light-industrial space across the region.
By Orofante Research
Reports of the logistics-property slowdown have been exaggerated. The cyclical air-pocket is real, but the structural drivers — nearshoring, supply-chain resilience, and e-commerce penetration — remain firmly in place.
We favour well-located, modern light-industrial assets with re-leasing optionality over trophy logistics at peak pricing. Location and tenant covenant still do the heavy lifting.
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