Poland is one of the most attractive markets for industrial and warehouse investments
According to Cushman & Wakefield, Poland remains one of the most attractive markets for industrial and logistics investments.
As Newmark Polska reports, warehouses in Poland are also "green" because ESG is important not only for developers, but also for tenants and investors.
NEWPORT LOGISTICS FUND we invest in "green" warehouses in Europe!
Source: Forbes
Chaos in China strengthen the nearshoring trend in Europe
Covid outbreak throws Chinese factories and supply chains into chaos. This will further strengthen nearshoring trend in Europe and will require more warehouses space.
Source: Financial Times
Investment opportunities in sectors with strong fundamentals
Savills Investment Management believes that: "city warehouses, apartments and retail parks are the safest assets in the coming months."
Source: pb.pl
Offshoring, reshoring, near-sourcing, nearshoring...
Offshoring, reshoring, near-sourcing, nearshoring... So what does all this really mean and why is it worth knowing these concepts? We highly recommend the article by Szymon Ostrowski for Forbes Polska.
Source: forbes.pl
Development of e-commerce favors warehouses
Online sales, i.e. e-commerce, are reaching their zenith. By the end of 2022 the global value of this sector is expected to increase to USD 5.4 trillion, and the number of parcels sent to USD 175 billion. In Poland, the e-commerce market is currently almost PLN 100 billion and by 2026 it is expected to have over PLN 160 billion.
According to Forbes Polska, on the one hand, this is great news for business, but also a cause to concern for logistics managers due to the shortage of warehouse space.
Source: Forbes
Poland leads thanks to low operational costs
What's going on in warehouses after Q3 2022? There's a lot going on, but it can be summed up quickly as follows:
- 27.4 million sq m (+18% year to year) is the warehouse stock in Poland.
- +25% is the average increase in rents (year to year).
- +7% year-to-year growth, i.e. 5.4 million sq m of new space after three quarters of 2022.
- Net demand, including new contracts and expansions, amounted to 3.8 million sqm.
- 70% of the domestic demand for warehouses comes from the Łódź region (it's good that we have a warehouse there), Silesia, Mazowsze, Wielkopolska and the Lower Silesian Voivodeship.
- -62% and -34% are the costs of warehouse rental, energy consumption and labor in Poland compared to Germany and the Czech Republic.
NEWPORT LOGISTICS FUND invests in warehouses all over Europe, including Poland!
Source: Trans.info
Global Manufacturing Risk Index
According to Global Manufacturing Risk Index Poland and other CEE countries are moving up in the ranking due to among others competitive labor costs, lower electricity costs and wider industrial property availability.
Nearshoring is a trend that is crucial to strengthen global supply chain and CEE region is already playing key role in Europe.
