By Theo Soeters, Charles Pridgeon
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, argues that light industrial and logistics assets can offer much-needed resilience during these uncertain times, while noting that the segment benefits from long-term structural tailwinds.
Supported by a broad and diversified base of SME occupiers, the segment benefits from:
- Business models that are less directly exposed to global supply chain shocks,
- Stickier occupancy and longer leases, as tenants prioritise operational continuity,
- Favourable supply-demand dynamics, particularly in urban and last‑mile locations.