The reshoring of critical supply chains is producing durable rent growth in specific logistics submarkets.
Our Real Estate team maps the corridors where capital demand meets constrained supply.
Demand is not uniform. Advanced manufacturing, cold storage and urban distribution each require different buildings, locations and levels of capital expenditure.
“The most valuable logistics assets sit where transport access, labour and scarce land meet durable demand.”
- 01Reshoring is increasing demand near ports, rail corridors and manufacturing clusters.
- 02Power availability and planning consent can be as valuable as warehouse space.
- 03Asset quality must be judged against local supply rather than national averages.
We pay close attention to transport links, power, labour availability and the planning pipeline. These factors determine whether an apparently attractive market can absorb new supply without weakening rents.
Existing assets can offer an advantage when replacement costs are rising, but only where design, energy performance and access meet modern occupier requirements.
The opportunity is local and operational. Broad exposure is less useful than disciplined selection of the corridors where demand is measurable and barriers to entry remain real.