Investing in Logistics in Europe: create value through a targeted approach

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Presented by

Thomas Karmann, Head of Logistics and Arnaud de Jong, Senior Fund Manager, AXA IM - Real Assets; Brendan Maton, IPE

About this talk

· Fast-changing consumption trends continue to drive a strong demand for flexible, high-quality logistics space in well-located locations in key infrastructure corridors · In this forthcoming podcast, Arnaud De Jong, Fund Manager, and Thomas Karmann, Logistics Sector Specialist, will discuss the impact on the logistics sector, including the underlying trends and current dynamics in Europe and critical success factors for investing in this sector · Supply chain reconfiguration together with the rise of e-commerce remain significant game changers for the European logistics market · The lack of immediate supply coupled with the scarcity of land for logistics development in key locations, we believe has resulted in pent-up demand for modern logistics space and tension on rental values in several undersupplied markets. For long-term investors, this situation can translate into attractive income returns and capital value appreciation perspectives through potential rent growth in supply-constrained locations · Innovation continues to shape warehouse design, developers are creating higher-tech properties to drive efficiency and the surge in multi-level warehousing seen across the pond is gaining more traction in Europe · During the podcast, the team will also illustrate the Logistics capabilities of AXA IM Real Assets and its investment strategies, aiming to offer pan-European exposure to a well-diversified and expanding portfolio of quality logistics assets through active portfolio management and sector experts that can add value. Presented by: · Thomas Karmann, Head of Logistics, AXA IM - Real Assets · Arnaud de Jong, Senior Fund Manager, AXA IM - Real Assets Moderated by Brendan Maton, IPE
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